# MORGAN STANLEY HEALTH BENEFITS AND INSURANCE PLAN

Health and welfare plan sponsored by **MORGAN STANLEY DOMESTIC HOLDINGS, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MORGAN STANLEY DOMESTIC HOLDINGS, LLC |
| EIN | 208764829 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | NEW YORK, NY |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $94.4M |
| Participants | 51,655 |
| Persons covered | 73,808 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| METLIFE LEGAL PLANS | Life, STD, LTD, Other, Dental |
| VISION SERVICE PLAN (VSP) | Vision |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Other |
| LIFE INSURANCE COMPANY OF NORTH AMERICA (CIGNA) | Other |
| UNUMPROVIDENT | LTD |

## Brokers

| Broker | Placed with |
|---|---|
| AMERICAN BENEFITS AND COMPENSATION | METROPOLITAN LIFE INSURANCE COMPANY |
| AON CONSULTING INC | METROPOLITAN LIFE INSURANCE COMPANY |
| CFN AGENCY INC | PRUDENTIAL INSURANCE COMPANY OF AMERICA |
| CFN AGENCY INC | METROPOLITAN LIFE INSURANCE COMPANY |
| DAVIS, PHILIP, TOWNSEND | THE PAUL REVERE LIFE INSURANCE COMPANY |
| DAVIS, CRAIG G | THE PAUL REVERE LIFE INSURANCE COMPANY |
| CORPORATE COMPENSATION PLANS OF CT | THE PAUL REVERE LIFE INSURANCE COMPANY |
| ACRISURE LLC | THE PAUL REVERE LIFE INSURANCE COMPANY |
| NFP INSURANCE SERVICES INC | THE PAUL REVERE LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/208764829-501
- Cite as: PlanOptica, https://planoptica.com/welfare/208764829-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers