Morgan Stanley & Co Inc — 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 & Co Inc is reported as a service provider on 15 loaded Form 5500 filing(s) across 15 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,073,401 and reported indirect compensation totals $186,572.
Reported compensation summary
- Reported direct compensation
- $1,073,401
- Reported indirect compensation
- $186,572
- Total reported compensation
- $1,259,973
- Filings
- 15
- Plan sponsors
- 15
- Plans
- 15
- 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 |
|---|---|---|---|
| Hartford Healthcare Corporation | CT | 1 | $516,213 |
| Talen Energy Supply, LLC | TX | 1 | $328,096 |
| Basic Commerce & Industries, Inc. | NJ | 1 | $94,027 |
| Lazard Asset Management LLC | MO | 1 | $75,969 |
| Stoneridge, Inc. | MI | 1 | $56,212 |
| Lazard Asset Management LLC | MO | 1 | $54,442 |
| Edward Rose Building Enterprise, LLC | MI | 1 | $50,000 |
| Ladas & Parry | NY | 1 | $21,378 |
| Pnm Resources, Inc. | NM | 1 | $15,875 |
| Talen Montana, LLC | TX | 1 | $12,975 |
State footprint
Plans reporting Morgan Stanley & Co Inc are sponsored in MO (4), NY (3), MI (2), TX (2), NM (1), NJ (1), CT (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Hartford Healthcare Corporation | Hartford Healthcare Corporation Defined Benefit Master Trust Agreement | 2023 | $516,213 | not reported in the loaded dataset |
| Talen Energy Supply, LLC | Talen Energy Retirement Savings Plan | 2023 | $328,096 | not reported in the loaded dataset |
| Basic Commerce & Industries, Inc. | Bci, Inc. 401(K) Profit Sharing Plan | 2023 | $94,027 | not reported in the loaded dataset |
| Lazard Asset Management LLC | Lazard Emerging Markets Small Cap Equity Trust | 2023 | $0 | $75,969 |
| Stoneridge, Inc. | Stoneridge Inc. 401(K) Retirement Plan | 2023 | $56,212 | not reported in the loaded dataset |
| Lazard Asset Management LLC | Lazard International Strategic Equity (Acw Ex-U.S.) Trust | 2023 | $0 | $54,442 |
| Edward Rose Building Enterprise, LLC | Edward Rose Building Enterprise 401(K) Plan | 2023 | $50,000 | not reported in the loaded dataset |
| Ladas & Parry | Ladas & Parry Llp 401(K) Savings Plan | 2023 | $0 | $21,378 |
| Pnm Resources, Inc. | Pnm Resources, Inc. Employees' Retirement Plan | 2023 | $15,875 | not reported in the loaded dataset |
| Talen Montana, LLC | Talen Montana Legacy Savings Plan | 2023 | $12,975 | not reported in the loaded dataset |
| Lord Abbett & Co LLC | Lord Abbett Small Cap Growth Trust | 2023 | $0 | $11,733 |
| Fiera Capital Inc. | Global Equity Long-Only Fund Lp | 2023 | $0 | $9,228 |
| Causeway Capital Management LLC | Causeway International Opportunities Group Trust | 2023 | $0 | $7,885 |
| Fiera Capital Inc. | International Equity Long-Only Fund Lp | 2023 | $0 | $5,937 |
| Truwest Company, LLC | Truwest Company, LLC Retirement Savings Plan | 2023 | $3 | not reported in the loaded dataset |
Related Form 5500 pages
- Hartford Healthcare Corporation Defined Benefit Master Trust Agreement (plan 100)
- Hartford Healthcare Corporation — all reported plans
- Talen Energy Retirement Savings Plan (plan 005)
- Talen Energy Supply, LLC — all reported plans
- Bci, Inc. 401(K) Profit Sharing Plan (plan 001)
- Basic Commerce & Industries, Inc. — all reported plans
- Lazard Emerging Markets Small Cap Equity Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- Stoneridge Inc. 401(K) Retirement Plan (plan 004)
- Stoneridge, Inc. — all reported plans
- Lazard International Strategic Equity (Acw Ex-U.S.) Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- Edward Rose Building Enterprise 401(K) Plan (plan 001)
- Edward Rose Building Enterprise, LLC — all reported plans
- Ladas & Parry Llp 401(K) Savings Plan (plan 002)
- Ladas & Parry — all reported plans
- Pnm Resources, Inc. Employees' Retirement Plan (plan 001)
- Pnm Resources, Inc. — all reported plans
- Talen Montana Legacy Savings Plan (plan 003)
- Talen Montana, LLC — all reported plans
- Lord Abbett Small Cap Growth Trust (plan 001)
- Lord Abbett & Co LLC — all reported plans
- Global Equity Long-Only Fund Lp (plan 001)
- Fiera Capital Inc. — all reported plans
- Causeway International Opportunities Group Trust (plan 001)
- Causeway Capital Management LLC — all reported plans
- International Equity Long-Only Fund Lp (plan 002)
- Fiera Capital Inc. — all reported plans
- Truwest Company, LLC Retirement Savings Plan (plan 001)
- Truwest Company, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources