Morgan Stanley & Co, LLC — 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, LLC 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 $278,887 and reported indirect compensation totals $206,122.
Reported compensation summary
- Reported direct compensation
- $278,887
- Reported indirect compensation
- $206,122
- Total reported compensation
- $485,009
- 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 |
|---|---|---|---|
| Dominion Energy, Inc. | VA | 1 | $101,046 |
| U.S. Xpress Enterprises, Inc. | TN | 1 | $73,568 |
| Thompson Construction Group, Inc. | SC | 1 | $59,208 |
| America First Credit Union | UT | 1 | $57,843 |
| Suffolk Transportation Service, Inc | NY | 1 | $40,962 |
| Darwill, Inc. | IL | 1 | $30,863 |
| Little Falls Hospital | NY | 1 | $23,775 |
| The Mcpherson Companies, Inc. | AL | 1 | $20,951 |
| Factory Mutual Insurance Company | RI | 1 | $17,704 |
| Pnm Resources, Inc. | NM | 1 | $17,340 |
State footprint
Plans reporting Morgan Stanley & Co, LLC are sponsored in VA (2), IL (2), NY (2), UT (2), NV (1), AL (1), RI (1), SC (1), TN (1), KS (1), NM (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Dominion Energy, Inc. | Dominion Energy, Inc. Defined Benefit Master Trust | 2023 | $0 | $101,046 |
| U.S. Xpress Enterprises, Inc. | Xpressavings 401(K) Plan | 2023 | $73,568 | not reported in the loaded dataset |
| Thompson Construction Group, Inc. | Thompson Construction Group, Inc. 401(K) Profit Sharing Plan | 2023 | $59,208 | not reported in the loaded dataset |
| America First Credit Union | America First Credit Union 401(K) Plan And Trust | 2023 | $57,843 | not reported in the loaded dataset |
| Suffolk Transportation Service, Inc | T. W. U. - S. T. S. 401(K) Retirement Plan | 2023 | $0 | $40,962 |
| Darwill, Inc. | The Darwill, Inc. Profit Sharing And Savings Plan | 2023 | $30,863 | not reported in the loaded dataset |
| Little Falls Hospital | Little Falls Hospital 403(B) Retirement Plan | 2023 | not reported in the loaded dataset | $23,775 |
| The Mcpherson Companies, Inc. | The Mcpherson Companies, Inc. 401k Retirement Plan | 2023 | $0 | $20,951 |
| Factory Mutual Insurance Company | Factory Mutual Insurance Company Pension Plan | 2023 | $17,704 | not reported in the loaded dataset |
| Pnm Resources, Inc. | Pnm Resources, Inc. Master Trust | 2023 | $17,340 | not reported in the loaded dataset |
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $13,000 | not reported in the loaded dataset |
| Security Benefit Corporation | Security Benefit Associates Pension Plan | 2023 | $9,361 | not reported in the loaded dataset |
| Lsv Asset Management | Lsv International Value Equity Trust | 2023 | $0 | $9,096 |
| Dominion Energy, Inc. | Dominion Energy Retiree Health And Welfare Plan | 2023 | $0 | $5,609 |
| Bently Enterprises, LLC | Bently Enterprises, LLC Profit Sharing 401(K) Plan | 2023 | $0 | $4,683 |
Related Form 5500 pages
- Dominion Energy, Inc. Defined Benefit Master Trust (plan 047)
- Dominion Energy, Inc. — all reported plans
- Xpressavings 401(K) Plan (plan 001)
- U.S. Xpress Enterprises, Inc. — all reported plans
- Thompson Construction Group, Inc. 401(K) Profit Sharing Plan (plan 001)
- Thompson Construction Group, Inc. — all reported plans
- America First Credit Union 401(K) Plan And Trust (plan 002)
- America First Credit Union — all reported plans
- T. W. U. - S. T. S. 401(K) Retirement Plan (plan 005)
- Suffolk Transportation Service, Inc — all reported plans
- The Darwill, Inc. Profit Sharing And Savings Plan (plan 002)
- Darwill, Inc. — all reported plans
- Little Falls Hospital 403(B) Retirement Plan (plan 002)
- Little Falls Hospital — all reported plans
- The Mcpherson Companies, Inc. 401k Retirement Plan (plan 001)
- The Mcpherson Companies, Inc. — all reported plans
- Factory Mutual Insurance Company Pension Plan (plan 001)
- Factory Mutual Insurance Company — all reported plans
- Pnm Resources, Inc. Master Trust (plan 001)
- Pnm Resources, Inc. — all reported plans
- Intermountain Healthcare Savings Plus 401(K) Plan (plan 002)
- Intermountain Health Care, Inc. — all reported plans
- Security Benefit Associates Pension Plan (plan 001)
- Security Benefit Corporation — all reported plans
- Lsv International Value Equity Trust (plan 001)
- Lsv Asset Management — all reported plans
- Dominion Energy Retiree Health And Welfare Plan (plan 507)
- Dominion Energy, Inc. — all reported plans
- Bently Enterprises, LLC Profit Sharing 401(K) Plan (plan 001)
- Bently Enterprises, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources