form5500lookup

Benefits broker of record · NEW YORK, NY

MORGAN STANLEY SMITH BARNEY HOLDING

MORGAN STANLEY SMITH BARNEY HOLDING of NEW YORK, NY is named as the broker of record on 14 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
14
Book size
$10k–100k
States
NY

Clients on file

EmployerLocationCarrierRenews
INGO MONEY, INCALPHARETTA, GATRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYDecember
MJO INDUSTRIESHUBER HEIGHTS, OHTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYDecember
PASADENA CENTER OPERATING COMPANYPASADENA, CATRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYDecember
FOX BROTHERS PIGGLY WIGGLYHARTLAND, WITRANSAERMICA LIFE INSURANCE COMPANYDecember
O'NEIL & ASSOCIATES, INC.MIAMISBURG, OHTRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYDecember
Subscriber access

9 more plans in MORGAN STANLEY SMITH BARNEY HOLDING'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