Search public Form 5500 filings

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Companies

companyMorgan Stanley Domestic Holdings, LLC
EIN: 20-8764829Location: NYPlans: 8Latest: 2023

Plans

planMorgan Stanley 401(K) PlanFinancial statementProvider compensation2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 003Participants: 80,740Assets: $19,235,068,266Location: New York, NYLatest: 2023
planMorgan Stanley Employees Retirement PlanFinancial statementProvider compensation2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 001Participants: 24,522Assets: $2,115,761,453Location: New York, NYLatest: 2023
planMorgan Stanley Medical Plan2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 507Participants: 45,187Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
planMorgan Stanley Severance Pay Plan2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 509Participants: 52,450Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
planMorgan Stanley Employee Assistance Plan2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 511Participants: 52,450Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
planMorgan Stanley Retiree Medical Plan2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 521Participants: 670Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
planMorgan Stanley Retiree Reimbursement Account Plan2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 522Participants: 606Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023
planMorgan Stanley Health Benefits And Insurance Plan2023 filing
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 501Participants: 52,982Assets: not reported in the loaded datasetLocation: New York, NYLatest: 2023

Service providers

providerFidelity Investments InstitutionalCompensation reported
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
providerPrincipal Life Insurance CompanyCompensation reported
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
providerEmpower Advisory Group, LLCCompensation reported
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
providerEmpower Annuity Insurance Company OCompensation reported
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
providerAdp, Inc.Compensation reported
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
providerStrategic Advisors, Inc.Compensation reported
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
providerEmpower Annuity Insurance CompanyCompensation reported
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
providerThe Vanguard Group, Inc.Compensation reported
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023

Filings

filing2023 Form 5500 — Morgan Stanley Employees Retirement Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 001Ack ID: 20241002155308NAL0004996851001
filing2023 Form 5500 — Morgan Stanley 401(K) Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 003Ack ID: 20241002155747NAL0009097377001
filing2023 Form 5500 — Morgan Stanley Health Benefits And Insurance Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 501Ack ID: 20240909125244NAL0002369459001
filing2023 Form 5500 — Morgan Stanley Medical Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 507Ack ID: 20240909125312NAL0002369715001
filing2023 Form 5500 — Morgan Stanley Severance Pay Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 509Ack ID: 20240909125354NAL0010405154001
filing2023 Form 5500 — Morgan Stanley Employee Assistance Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 511Ack ID: 20240909125210NAL0002788387001
filing2023 Form 5500 — Morgan Stanley Retiree Medical Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 521Ack ID: 20240909125332NAL0002369955001
filing2023 Form 5500 — Morgan Stanley Retiree Reimbursement Account Plan
Sponsor: Morgan Stanley Domestic Holdings, LLCEIN: 20-8764829Plan: 522Ack ID: 20240909125143NAL0009197282001

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