Benefits brokerage · 32 offices
MORGAN STANLEY SMITH BARNEY LLC
MORGAN STANLEY SMITH BARNEY LLC is named as the broker of record on 44 insurance contracts across its 32 offices in public Form 5500 Schedule A filings.
Offices
The 12 offices with the largest books, largest first. The other 20 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 |
|---|---|---|
| ATLANTA | GA | 5 |
| BOCA RATON | FL | 3 |
| DENVER | CO | 2 |
| GREENWOOD VILLAGE | CO | 2 |
| LAFAYETTE | IN | 2 |
| LANCASTER | PA | 2 |
| NEWPORT BEACH | CA | 2 |
| PURCHASE | NY | 2 |
| SEATTLE | WA | 2 |
| AUSTIN | TX | 1 |
| BETHESDA | MD | 1 |
| BRYN MAWR | PA | 1 |
| CHICAGO | IL | 1 |
| FT LAUDERDALE | FL | 1 |
| GOLDENS BRIDGE | NY | 1 |
| GREENVILLE | SC | 1 |
| HUDSON | OH | 1 |
| HUNTSVILLE | AL | 1 |
| HUNT VALLEY | MD | 1 |
| JERICHO | NY | 1 |
| MELVILLE | NY | 1 |
| MISHAWAKA | IN | 1 |
| MONTGOMERY | AL | 1 |
| NEWPORT | RI | 1 |
| NORWELL | MA | 1 |
| PALM HARBOR | FL | 1 |
| PEORIA | IL | 1 |
| PLANTATION | FL | 1 |
| SAN MATEO | CA | 1 |
| SHORT HILLS | NJ | 1 |
| SPARTANBURG | SC | 1 |
| WAUKESHA | WI | 1 |
All 32 offices
Every office that files under the MORGAN STANLEY SMITH BARNEY LLC name, largest book first.
Book profile
MORGAN STANLEY SMITH BARNEY LLC brokers 44 insured contracts for 40 employers, across 23 states, led by CA, GA, CO.
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA writes the most contracts in the book (31, about 70%); EMPOWER ANNUITY INSURANCE COMPANY, EMPOWER LIFE & ANNUITY INSURANCE COMPANY OF NEW YORK, VENERABLE INSURANCE AND ANNUITY COMPANY follow.
Renewals concentrate on January 1: 100% 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.
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 |
|---|---|---|---|---|
| PUGET SOUND HOSPITALITY, LLC | BELLEVUE, WA | SEATTLE, WA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2025 |
| MATTRESS WAREHOUSE LLC | FREDERICK, MD | HUNT VALLEY, MD | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| FEDERAL WAREHOUSE COMPANY | EAST PEORIA, IL | PEORIA, IL | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2023 |
| YODER'S MEATS, INC. | NEW HOLLAND, PA | LANCASTER, PA | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| STORER EQUIPMENT COMPANY, LTD. | SHREVEPORT, LA | BRYN MAWR, PA | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
more employers in MORGAN STANLEY SMITH BARNEY LLC'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 2023–2025 on this page)