Morgan Stanley Insurance Services 1

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

786

Total plan assets

$10.0M

Filings (rows)

Direct comp

Indirect comp

$7K

Other variants under "MORGAN STANLEY"

MORGAN STANLEY SMITH BARNEY3,123 MORGAN STANLEY2,243 MORGAN STANLEY GLOBAL302 MORGAN STANLEY GLOBAL BANKING OPERA207 MORGAN STANLEY INSURANCE SERVICES I141 MORGAN STANLEY GLOBAL BANKING135 MORGAN STANLEY WEALTH MANAGEMENT112

SERVICES PROVIDED

Other service providers1

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Gatesworth The Gatesworth Employee Savings & Retirement Plan · all filings	ST. LOUIS, MO	Other service providers	613	$5.5M	$0	$6K
Integrated Behavioral Health Integrated Behavioral Health 401(k) Plan · all filings	MADISON, AL	Broker	173	$4.6M	$0	$625