Benefits broker of record · JERICHO, NY
MORGAN STANLEY INSURANCE SERVICES I
MORGAN STANLEY INSURANCE SERVICES I of JERICHO, NY is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 39 offices of MORGAN STANLEY INSURANCE SERVICES I.
Book profile
MORGAN STANLEY INSURANCE SERVICES I brokers 2 insured contracts for 2 employers, across 2 states, led by CA, DE.
EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK writes the most contracts in the book (1, about 50%); TALCOTT RESOLUTION LIFE INSURANCE COMPANY follow.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| G & E, INC. | OCEAN VIEW, DE | TALCOTT RESOLUTION LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| PASONA N A, INC. | TORRANCE, CA | EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORKAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both