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Benefits broker of record · NEW YORK, NY

MORGAN STANLEY

MORGAN STANLEY of NEW YORK, NY is named as the broker of record on 44 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
44
Book size
$100k–1M
Office state
NY

44 contracts on file name MORGAN STANLEY 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 brokers 44 insured contracts for 42 employers, across 21 states, led by NY, NJ, NC.

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (31, about 70%); JOHN HANCOCK LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, EMPOWER ANNUITY INSURANCE COMPANY follow.

Renewals concentrate on January 1: 75% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ALLEGIANCE BANKHOUSTON, TXPRINCIPAL LIFE INSURANCE COMPANYJan 20FY2024
WESTCHESTER COMMUNITY OPP PROGRAM INCELMSFORD, NYPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2023
LADAS & PARRYNEW YORK, NYEMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC—FY2024
CARLISLE MEDICAL, INC.MOBILE, ALJOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
BIO-SERV CORPORATIONMADISON HEIGHTS, MIPRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2024
Subscriber access
37

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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)

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