Benefits broker of record · NEW YORK, NY
MORGAN STANLEY INSURANCE SERVICES I
MORGAN STANLEY INSURANCE SERVICES I of NEW YORK, NY is named as the broker of record on 21 insurance contracts in public Form 5500 Schedule A filings.
One of 39 offices of MORGAN STANLEY INSURANCE SERVICES I.
21 contracts on file name MORGAN STANLEY INSURANCE SERVICES I as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
MORGAN STANLEY INSURANCE SERVICES I brokers 21 insured contracts for 20 employers, across 12 states, led by CA, NY, DE.
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 24%); JOHN HANCOCK LIFE INSURANCE COMPANY, PRINCIPAL LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY follow.
Renewals concentrate on February 1: 100% of the dated welfare contracts have policy years ending in January, so most of the book comes up for review at once.
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.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| AVANTE GROUP, INC. | ORLANDO, FL | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MANUFACTURING SOLUTIONS INC | MORRISVILLE, VT | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| PEACHTREE TENTS & EVENTS LLC, DBA EVENTWORKS | FRISCO, TX | PRINCIPAL LIFE INSURANCE COMPANY | Jan 11FY2025 |
| LADAS & PARRY | NEW YORK, NY | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| NAVY SEAL FOUNDATION INC. | VIRGINIA BEACH, VA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2023 |
more employers in MORGAN STANLEY INSURANCE SERVICES I's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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