Benefits brokerage · 26 offices
MORGAN STANLEY INSURANCE SERVICES
MORGAN STANLEY INSURANCE SERVICES is named as the broker of record on 153 insurance contracts across its 26 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 14 are in the list below.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| NEW YORK | NY | 118 |
| No city on file | — | 8 |
| PURCHASE | NY | 3 |
| MIAMI | FL | 2 |
| MORRISTOWN | NJ | 2 |
| WAUKESHA | WI | 2 |
| ATLANTA | GA | 1 |
| CHARLOTTE | NC | 1 |
| CHICAGO | IL | 1 |
| DENVER | CO | 1 |
| DULUTH | GA | 1 |
| FT. LAUDERDALE | FL | 1 |
| GREENWOOD VILLAGE | CO | 1 |
| HONOLULU | HI | 1 |
| HUNTSVILLE | AL | 1 |
| IRVINE | CA | 1 |
| JERSEY CITY | NJ | 1 |
| KENNETT PIKE GREENVILL | DE | 1 |
| LEXINGTON | KY | 1 |
| NEW YORK CITY | NY | 1 |
| OAK BROOK TERRACE | IL | 1 |
| PEORIA | IL | 1 |
| SALT LAKE CITY | UT | 1 |
| SPOKANE | WA | 1 |
| SPRINGFIELD | MO | 1 |
| STOCKTON | CA | 1 |
All 26 offices
Every office that files under the MORGAN STANLEY INSURANCE SERVICES name, largest book first.
Book profile
MORGAN STANLEY INSURANCE SERVICES brokers 153 insured contracts for 152 employers, across 36 states, led by CA, FL, GA.
The book is entirely life coverage.
JOHN HANCOCK LIFE INSURANCE COMPANY writes the most contracts in the book (108, about 71%); TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY OF NEW YORK, TRANSAMERICA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 63% of the dated welfare contracts have policy years ending in December, 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.
Contracts by line.
life 1
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| FERGUSON, REDELSPERGER & BRADLEY, P.C. | DUNCAN, OK | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| STRYTEN ENERGY COMPONENTS | ALPHARETTA, GA | NEW YORK, NY | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| KRETEK INTERNATIONAL, INC. | MOORPARK, CA | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| SMILEBUILDERZ, LLC | LANCASTER, PA | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| STIMLABS, LLC | ROSWELL, GA | NEW YORK, NY | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in MORGAN STANLEY INSURANCE SERVICES's book
See the full client list across every office, 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 2024–2025 on this page)