Morgan Stanly Smith Barney LLC
New York, NY
Morgan Stanly Smith Barney LLC of New York, NY is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $139,383 in reported broker commissions (plan year 2025).
Quick answer
Morgan Stanly Smith Barney LLC (New York, NY) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Morgan Stanly Smith Barney LLC have?
- Morgan Stanly Smith Barney LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
- Who are Morgan Stanly Smith Barney LLC's largest employer clients?
- By plan participants, the largest include Rarebreed Veterinary Partners, Inc. (2,305 participants) and The Don Chapin Co., Inc. (256 participants).
- How much does Morgan Stanly Smith Barney LLC earn in commissions?
- Insurers reported $139,383 in broker commissions paid to Morgan Stanly Smith Barney LLC for plan year 2025, per Schedule A Part 1.
- Where is Morgan Stanly Smith Barney LLC located?
- Morgan Stanly Smith Barney LLC is based in New York, NY and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Morgan Stanly Smith Barney LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Rarebreed Veterinary Partners, Inc. | ME | 2,305 | 2025-12-31 |
| The Don Chapin Co., Inc. | CA | 256 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.