Morgan Stanley — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Morgan Stanley is reported as a service provider on 764 loaded Form 5500 filing(s) across 727 plan sponsor(s) and 756 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $56,762,285 and reported indirect compensation totals $2,150,095.
Reported compensation summary
- Reported direct compensation
- $56,762,285
- Reported indirect compensation
- $2,150,095
- Total reported compensation
- $58,912,380
- Filings
- 764
- Plan sponsors
- 727
- Plans
- 756
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Equitable Financial Life Insurance Company | NY | 1 | $4,354,759 |
| Johnson And Johnson | NJ | 2 | $3,547,509 |
| Board Of Trustees Indiana State Council Of Carpenters Pension Fund | MI | 1 | $1,652,341 |
| America First Credit Union | UT | 1 | $1,477,315 |
| The Aerospace Corporation | CA | 1 | $1,124,526 |
| Nextera Energy, Inc. | FL | 1 | $1,092,535 |
| Board Of Trustees | NY | 1 | $1,074,930 |
| Weyerhaeuser Company | WA | 1 | $1,053,475 |
| San Mateo County Electrical Construction Industry Retiremt Plan | CA | 1 | $968,625 |
| Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund | MI | 1 | $828,910 |
State footprint
Plans reporting Morgan Stanley are sponsored in CA (106), NY (77), MI (48), OH (45), NJ (39), IL (36), MA (34), TX (29), FL (29), PA (26), GA (25), CT (22).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Equitable Financial Life Insurance Company | Equitable Retirement Plan | 2023 | $4,354,759 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $3,016,293 | not reported in the loaded dataset |
| Board Of Trustees Indiana State Council Of Carpenters Pension Fund | Indiana State Council Of Carpenters Pension Fund | 2023 | $1,652,341 | $0 |
| America First Credit Union | America First Credit Union Pension Plan | 2023 | $1,477,315 | not reported in the loaded dataset |
| The Aerospace Corporation | The Aerospace Employees' Retirement Plan (Aerp) | 2023 | $1,124,526 | not reported in the loaded dataset |
| Nextera Energy, Inc. | Nextera Energy, Inc. Employee Pension Plan | 2023 | $1,092,535 | not reported in the loaded dataset |
| Board Of Trustees | New York Hotel Trades Council And Hotel Association Of New York City, Inc. Pension Fund | 2023 | $1,074,930 | not reported in the loaded dataset |
| Weyerhaeuser Company | Weyerhaeuser Pension Plan | 2023 | $1,053,475 | not reported in the loaded dataset |
| San Mateo County Electrical Construction Industry Retiremt Plan | San Mateo County Electrical Construction Industry Retiremt Plan | 2023 | $968,625 | $0 |
| Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund | Sheet Metal Workers Local No. 292 Pension Fund | 2023 | $828,910 | not reported in the loaded dataset |
| Perr & Knight, Inc. | Perr & Knight 401(K) Plan | 2023 | $808,568 | not reported in the loaded dataset |
| Trustees Of Carpenters Benefit Plans Of St. Louis | Carpenters Pension Trust Fund Of St. Louis | 2023 | $715,979 | not reported in the loaded dataset |
| Estee Lauder, Inc. | The Estee Lauder Companies Retirement Growth Account Plan | 2023 | $613,750 | not reported in the loaded dataset |
| Excavators Union Local 731 Annuity Board Of Trustees | Excavators Union Local 731 Annuity Fund | 2023 | $554,591 | $0 |
| Johnson And Johnson | Johnson And Johnson Savings Plan Trust | 2023 | $531,216 | not reported in the loaded dataset |
| Equitable Holdings, Inc | Mony Life Retirement Income Security Plan For Employees | 2023 | $452,975 | not reported in the loaded dataset |
| The Board Of Trustees Of The Electrical Workers Pension Trust | Electrical Workers Pension Trust Fund Of Local Union No. 58 - Ibew | 2023 | $438,203 | not reported in the loaded dataset |
| Bot International Longshoremen'S Welfare & Pension Administration | Jacksonville Maritime Association / International Longshoremen'S Association Pension Plan | 2023 | $409,998 | $0 |
| Teamsters Union Local 653 Welfare Fund | Teamsters Union Local 653 Welfare Fund | 2023 | $377,761 | $0 |
| Sheet Metal Workers Pension Fund 46 | Sheet Metal Workers' Local 46 Pension Fund | 2023 | $348,982 | not reported in the loaded dataset |
| Greater Pennsylvania Carpenters' Pension Fund | Greater Pennsylvania Carpenters' Pension Fund | 2023 | $345,225 | not reported in the loaded dataset |
| Meriwest Credit Union | Meriwest Credit Union Retirement Plan | 2023 | $331,812 | not reported in the loaded dataset |
| Iron Workers District Council Phila Vicinity Retirement And Pension | Iron Workers Pension Plan | 2023 | $306,209 | not reported in the loaded dataset |
| Trustees Of Michigan Conference Of Teamsters Welfare Fund | Michigan Conference Of Teamsters Welfare Fund Master Trust | 2023 | $302,344 | not reported in the loaded dataset |
| Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits | Plumbers Local 68 Pension Plan Of Defined Contribution Benefits | 2023 | $293,062 | not reported in the loaded dataset |
| Public Health Foundation Enter | Public Health Foundation Enterprises, Inc. 403(B) Plan | 2023 | $292,420 | not reported in the loaded dataset |
| Princeton Community Hospital | Princeton Community Hospital Pension Plan | 2023 | $284,888 | not reported in the loaded dataset |
| Credit Industriel Et Commercial | Cash Balance Retirement Plan For Employees Of Credit Industriel Et Commercial | 2023 | $277,818 | $0 |
| Trustees Of Michigan Electrical Employees' Health Plan | Michigan Electrical Employees' Health Plan | 2023 | $268,221 | not reported in the loaded dataset |
| F.W. Webb Company | The F.W. Webb Company Savings & Profit Sharing Plan | 2023 | $260,047 | not reported in the loaded dataset |
| Sansum Santa Barbara Medical Clinic, Inc. | Sansum Santa Barbara Medical Clinic, Inc. Profit Sharing Plan | 2023 | $247,179 | $0 |
| Beck'S Superior Hybrids, Inc. | Employees' Pension Plan Of Beck'S Superior Hybrids, Inc. | 2023 | $242,954 | not reported in the loaded dataset |
| Byer California | Byer California Retirement Savings Plan | 2023 | $223,987 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 150 Pension Fund | Plumbers & Steamfitters Local 150 Pension Fund | 2023 | $215,256 | $0 |
| Board Of Trustees Of The Ibew Local No. 58 Annuity Fund | Ibew Local No. 58 Annuity Fund | 2023 | $215,000 | not reported in the loaded dataset |
| Alston & Bird Llp | A&B Enhanced Partner Cash Balance Pension Plan | 2023 | $210,157 | not reported in the loaded dataset |
| Board Of Trustees, Iatse Local 38 Pension Fund | Iatse Local 38 Pension Plan | 2023 | $207,093 | $0 |
| Thomas Steel Strip Corp. | Thomas Steel Strip Corp. Pension Plan | 2023 | $206,044 | not reported in the loaded dataset |
| Tenet Healthcare Corporation | Tenet Healthcare Corporation 401(K) Retirement Savings Plan | 2023 | $203,708 | not reported in the loaded dataset |
| Wilson Elser Moskowitz Edelman & Dicker Llp | Wilson, Elser, Moskowitz, Edelman & Dicker Llp 401(K) Savings Plan | 2023 | $0 | $201,886 |
| The Gores Group, LLC | The Gores Group, LLC - 401k Plan | 2023 | $191,612 | not reported in the loaded dataset |
| Trustees Of Ibew Local No. 7 Pension Plan | Ibew Local 7 Pension Fund | 2023 | $190,879 | not reported in the loaded dataset |
| Trustees - Sheet Metal Workers Local No. 177 Pension Fund | Sheet Metal Workers Local No. 177 Pension Fund | 2023 | $190,523 | not reported in the loaded dataset |
| Ironworkers Local 11 Pension Fund Board Of Trustees | Ironworkers Local 11 Pension Fund | 2023 | $183,281 | not reported in the loaded dataset |
| Digital Federal Credit Union | Digital Federal Credit Union 401(K) Retirement Plan | 2023 | $183,026 | not reported in the loaded dataset |
| Matson, Inc. | Retirement Plan For Employees Of Matson | 2023 | $174,594 | not reported in the loaded dataset |
| Matson, Inc. | Matson Retirement And Pension Trust | 2023 | $174,594 | not reported in the loaded dataset |
| Mazda Motor Of America, Inc., Dba Mazda North American Operations | Retirement Plan For Employees Of Mazda North American Operations | 2023 | $168,430 | not reported in the loaded dataset |
| Pegasystems Inc | Pegasystems Inc. 401(K) Plan | 2023 | $163,894 | not reported in the loaded dataset |
| Cutco Corporation | Cutco Corporation Salaried Employees' Savings Plan | 2023 | $162,242 | not reported in the loaded dataset |
Related Form 5500 pages
- Equitable Retirement Plan (plan 011)
- Equitable Financial Life Insurance Company — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Johnson And Johnson — all reported plans
- Indiana State Council Of Carpenters Pension Fund (plan 001)
- Board Of Trustees Indiana State Council Of Carpenters Pension Fund — all reported plans
- America First Credit Union Pension Plan (plan 001)
- America First Credit Union — all reported plans
- The Aerospace Employees' Retirement Plan (Aerp) (plan 001)
- The Aerospace Corporation — all reported plans
- Nextera Energy, Inc. Employee Pension Plan (plan 001)
- Nextera Energy, Inc. — all reported plans
- New York Hotel Trades Council And Hotel Association Of New York City, Inc. Pension Fund (plan 001)
- Board Of Trustees — all reported plans
- Weyerhaeuser Pension Plan (plan 002)
- Weyerhaeuser Company — all reported plans
- San Mateo County Electrical Construction Industry Retiremt Plan (plan 001)
- San Mateo County Electrical Construction Industry Retiremt Plan — all reported plans
- Sheet Metal Workers Local No. 292 Pension Fund (plan 001)
- Board Of Trustees, Sheet Metal Workers Local No. 292 Pension Fund — all reported plans
- Perr & Knight 401(K) Plan (plan 001)
- Perr & Knight, Inc. — all reported plans
- Carpenters Pension Trust Fund Of St. Louis (plan 001)
- Trustees Of Carpenters Benefit Plans Of St. Louis — all reported plans
- The Estee Lauder Companies Retirement Growth Account Plan (plan 001)
- Estee Lauder, Inc. — all reported plans
- Excavators Union Local 731 Annuity Fund (plan 001)
- Excavators Union Local 731 Annuity Board Of Trustees — all reported plans
- Johnson And Johnson Savings Plan Trust (plan 019)
- Mony Life Retirement Income Security Plan For Employees (plan 001)
- Equitable Holdings, Inc — all reported plans
- Electrical Workers Pension Trust Fund Of Local Union No. 58 - Ibew (plan 001)
- The Board Of Trustees Of The Electrical Workers Pension Trust — all reported plans
- Jacksonville Maritime Association / International Longshoremen'S Association Pension Plan (plan 001)
- Bot International Longshoremen'S Welfare & Pension Administration — all reported plans
- Teamsters Union Local 653 Welfare Fund (plan 501)
- Teamsters Union Local 653 Welfare Fund — all reported plans
- Sheet Metal Workers' Local 46 Pension Fund (plan 001)
- Sheet Metal Workers Pension Fund 46 — all reported plans
- Greater Pennsylvania Carpenters' Pension Fund (plan 001)
- Greater Pennsylvania Carpenters' Pension Fund — all reported plans
- Meriwest Credit Union Retirement Plan (plan 001)
- Meriwest Credit Union — all reported plans
- Iron Workers Pension Plan (plan 001)
- Iron Workers District Council Phila Vicinity Retirement And Pension — all reported plans
- Michigan Conference Of Teamsters Welfare Fund Master Trust (plan 001)
- Trustees Of Michigan Conference Of Teamsters Welfare Fund — all reported plans
- Plumbers Local 68 Pension Plan Of Defined Contribution Benefits (plan 001)
- Plumbers Local No. 68 Pension Plan Of Defined Contribution Benefits — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources