Benefits brokerage · 39 offices
MORGAN STANLEY INSURANCE SERVICES I
MORGAN STANLEY INSURANCE SERVICES I is named as the broker of record on 60 insurance contracts across its 39 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 27 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 | 21 |
| ATLANTA | GA | 3 |
| BOCA RATON | FL | 3 |
| BIRMINGHAM | MI | 2 |
| GREENWOOD VILLAGE | CO | 2 |
| JERICHO | NY | 2 |
| LAKE CHARLES | LA | 2 |
| NEWPORT BEACH | CA | 2 |
| AUSTIN | TX | 1 |
| BELLEVUE | WA | 1 |
| BETHESDA | MD | 1 |
| BRYN MAWR | PA | 1 |
| BURLINGTON | VT | 1 |
| CHICAGO | IL | 1 |
| COLCHESTER | VT | 1 |
| DENVER | CO | 1 |
| EUREKA | CA | 1 |
| GARDEN CITY | NY | 1 |
| GOLDENS BRIDGE | NY | 1 |
| LAKELAND | FL | 1 |
| LOUISVILLE | KY | 1 |
| MANHASSET | NY | 1 |
| MELVILLE | NY | 1 |
| MISHAWAKA | IN | 1 |
| MODESTO | CA | 1 |
| MONTGOMERY | AL | 1 |
| MORRISTOWN | NJ | 1 |
| NORWELL | MA | 1 |
| OXNARD | CA | 1 |
| PLANTATION | FL | 1 |
| REHOBOTH BEACH | DE | 1 |
| RENO | NV | 1 |
| SALT LAKE CITY | UT | 1 |
| SAN MATEO | CA | 1 |
| SARASOTA | FL | 1 |
| SHORT HILLS | NJ | 1 |
| SPARTANBURG | SC | 1 |
| SPRINGFIELD | MA | 1 |
| TAMPA | FL | 1 |
All 39 offices
Every office that files under the MORGAN STANLEY INSURANCE SERVICES I name, largest book first.
Book profile
MORGAN STANLEY INSURANCE SERVICES I brokers 60 insured contracts for 57 employers, across 26 states, led by CA, MI, NY.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (22, about 37%); EMPOWER ANNUITY INSURANCE COMPANY, MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, JOHN HANCOCK LIFE INSURANCE COMPANY follow.
Renewals concentrate on February 1: 50% 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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| FLAT ROCK METAL | FLAT ROCK, MI | BIRMINGHAM, MI | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| MID-VALLEY AGRICULTURAL SERVICES, INC. | OAKDALE, CA | MODESTO, CA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| AVANTE GROUP, INC. | ORLANDO, FL | NEW YORK, NY | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| STORER EQUIPMENT COMPANY, LTD. | SHREVEPORT, LA | BRYN MAWR, PA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| MANUFACTURING SOLUTIONS INC | MORRISVILLE, VT | NEW YORK, NY | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in MORGAN STANLEY INSURANCE SERVICES I'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)