Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
EIN 20-8764829Finance and InsuranceLatest filing 2024
Plans
8
Retirement
2
$24.22B assets
Welfare
6
$122.3M premiums
Participants
302,000
750 SEVENTH AVENUE - NEW YORK, NY 10019212-762-2591
Retirement portfolio analytics
2 plans aggregated / $24.22B assets / 104,515 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
6 plans / $122.3M premiums / 74,376 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$72.7M
- Other$62.1M
- Short-term disability$61.5M
- Long-term disability$59.6M
- Health$16.3M
- Prescription drug$16.3M
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
70%top
- METROPOLITAN LIFE INSURANCE COMPANY70%
- KAISER FOUNDATION HEALTH PLAN INC11%
- VISION SERVICE PLAN10%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA2%
- +3 more
Broker market share
Schedule A broker compensation
37%top
- LENOX ADVISORS INC37%
- AON CONSULTING INC35%
- AMERICAN BENEFITS AND COMPENSATION12%
- CFN AGENCY INC9%
- NFP INSURANCE SERVICES INC6%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MORGAN STANLEY 401(K) PLAN
ESOP
Assets$22.18B
Participants80,789
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MORGAN STANLEY EMPLOYEES RETIREMENT PLAN
TraditionalDB
Assets$2.04B
Participants23,726
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MORGAN STANLEY HEALTH BENEFITS AND INSURANCE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$106.1M
Covered lives73,493
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507
MORGAN STANLEY MEDICAL PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN, INC.
Premiums$16.3M
Covered lives883
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
MORGAN STANLEY SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
MORGAN STANLEY EMPLOYEE ASSISTANCE PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521
MORGAN STANLEY RETIREE MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522
MORGAN STANLEY RETIREE REIMBURSEMENT ACCOUNT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MORGAN STANLEY 401(K) PLAN | ESOP | $22.18B | 80,789 | 2024 | |
| 001 | MORGAN STANLEY EMPLOYEES RETIREMENT PLAN | TraditionalDB | $2.04B | 23,726 | 2024 |
Welfare plans6
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MORGAN STANLEY HEALTH BENEFITS AND INSURANCE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $106.1M | 73,493 | 2024 | |
| 507 | MORGAN STANLEY MEDICAL PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN, INC. | $16.3M | 883 | 2024 | |
| 509 | MORGAN STANLEY SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 511 | MORGAN STANLEY EMPLOYEE ASSISTANCE PLAN | Unknown | - | $0 | 0 | 2024 | |
| 521 | MORGAN STANLEY RETIREE MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 522 | MORGAN STANLEY RETIREE REIMBURSEMENT ACCOUNT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans