Morgan Stanley Global Banking Opera — 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 Global Banking Opera is reported as a service provider on 71 loaded Form 5500 filing(s) across 68 plan sponsor(s) and 70 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,214,152 and reported indirect compensation totals $1,061,141.

Reported compensation summary

Reported direct compensation
$2,214,152
Reported indirect compensation
$1,061,141
Total reported compensation
$3,275,293
Filings
71
Plan sponsors
68
Plans
70
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

Plan sponsors reporting the most compensation to Morgan Stanley Global Banking Opera
SponsorStatePlansReported compensation
Greer Industries, Inc.WV1$143,619
Ormat Technologies, Inc. And SubsidiariesNV1$138,155
Cardworks, IncNY1$131,232
Bayada Home Health Care, Inc.NJ1$100,000
Payroll & Insurance Group IncIL1$100,000
Little Rapids CorporationWI1$85,627
Carson Tahoe Health SystemNV1$84,548
Makino, Inc.OH1$80,723
Shawmut Group Inc.MA1$75,000
Altium Packaging LpGA2$74,000

State footprint

Plans reporting Morgan Stanley Global Banking Opera are sponsored in CA (10), NY (9), IL (6), OH (5), NJ (5), CT (3), NV (3), GA (3), TX (3), AL (3), MI (2), MA (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Greer Industries, Inc.The Greer 401(K) Plan2023$143,619not reported in the loaded dataset
Ormat Technologies, Inc. And SubsidiariesOrmat 401(K) Plan2023$138,155not reported in the loaded dataset
Cardworks, IncCardworks Inc. 401(K) Retirement Plan2023$131,232not reported in the loaded dataset
Bayada Home Health Care, Inc.Bayada Home Health Care 401(K) Plan2023$100,000not reported in the loaded dataset
Payroll & Insurance Group IncMetal Companies 401(K) Plan2023$100,000not reported in the loaded dataset
Little Rapids CorporationLittle Rapids Corporation 401(K) And Retirement Plan2023$85,627not reported in the loaded dataset
Carson Tahoe Health SystemCarson Tahoe Health System 401(K) Plan2023$0$84,548
Makino, Inc.Makino Mote 401(K) Savings Plan2023$0$80,723
Shawmut Group Inc.Shawmut Group 401(K) Plan2023$0$75,000
Iteris, Inc.Iteris, Inc 401(K) And Stock Ownership Plan2023$72,000not reported in the loaded dataset
Societe Air France D/B/A Air France UsaAir France 401(K) Savings Plan2023$71,100not reported in the loaded dataset
Foundever Operating CorporationFoundever Operating Corporation 401(K) Plan2023$0$70,000
Robertson'S Ready Mix, Ltd.Robertson'S Ltd. 401(K) Plan2023$0$70,000
Byline Bancorp, Inc.Byline Bancorp, Inc. 401(K) Plan2023$16,895$51,176
Viewsonic CorporationViewsonic Corporation 401(K) Plan And Trust2023$0$66,210
Trideum CorporationTrideum 401(K) Profit Sharing Plan2023$0$62,377
Gray & Son, Inc.Gray & Son, Inc. 401(K) Profit Sharing Plan2023$0$61,719
Tawa Supermarket, Inc.Tawa Supermarket, Inc. 401(K) Plan2023$59,800not reported in the loaded dataset
Altium Packaging LpAltium Packaging 401k Plan2023$58,000not reported in the loaded dataset
Tiger Global Management LLCTiger Global Management LLC 401(K) Profit Sharing Plan & Trust2023$56,852not reported in the loaded dataset
Flushing BankFlushing Bank 401(K) Savings Plan2023$55,000not reported in the loaded dataset
Rcm Technologies, Inc.Rcm Technologies 401(K) Savings Plan2023$54,790not reported in the loaded dataset
1st United Credit Union1st United Credit Union Profit Sharing And Savings Plan2023$0$53,956
Polish & Slavic Federal Credit UnionPolish & Slavic Federal Credit Union 401(K) Plan2023$0$52,401
Mac Valves, Inc.Mac Valves, Inc. Profit Sharing And 401(K) Plan2023$51,344not reported in the loaded dataset
Paul Miller, Inc.Paul Miller & Its Affiliates 401(K) Plan2023$51,289$0
Restek CorporationRestek Corporation Profit Sharing And Esop2023$0$50,549
Yaskawa America, Inc.Yaskawa America, Inc. 401(K) Plan2023$50,000not reported in the loaded dataset
Dema Engineering Co.Dema Engineering Co. 401k Plan2023$0$49,651
Lincoln Park ZooLincoln Park Zoological Society Retirement Plan2023$0$47,466
Onlogic, Inc.Onlogic Retirement Plan2023$45,636not reported in the loaded dataset
Fti Consulting, Inc.Fti Consulting, Inc. 401(K) Plan2023$45,000not reported in the loaded dataset
Tgs-Nopec Geophysical CompanyTgs-Nopec Geophysical Company 401(K) Profit2023$45,000not reported in the loaded dataset
Bar Harbor BanksharesBar Harbor Bankshares 401k Plan2023$44,724not reported in the loaded dataset
Ams Mechanical Holdings, Inc.Ams Mechanical Holdings, Inc. 401(K) Profit Sharing Plan2023$0$44,684
Lumenis Be, Inc.Lumenis Be, Inc. 401(K) Plan2023$44,001not reported in the loaded dataset
Valley Presbyterian Hospital401(A) Valley Presbyterian Hospital Defined Contribution Plan2023$42,749not reported in the loaded dataset
Ccc Group, Inc.Ccc Group, Inc. 401(K) Retirement Savings Plan2023$39,741not reported in the loaded dataset
Sunmark Credit UnionSunmark Credit Union 401(K) Plan2023$0$38,602
Pilkington North America, Inc.Retirement Savings Plan2023$38,400not reported in the loaded dataset
Huf North AmericaHuf North America Automotive Parts Manufacturing Corp. 401(K) Plan2023$0$38,347
Cpl Architects, Engineers,Landscape Architect And Survyeor, D.P.C.Cpl Employees Savings Plan2023$37,000not reported in the loaded dataset
Cactus Wellhead, LLCCactus Wellhead, LLC Retirement Plan2023$35,000not reported in the loaded dataset
The Nudyne GroupThe Nudyne Group 401(K) Profit Sharing Plan2023$0$33,389
Sas Global CorporationSure Alloy Steel / Astech 401(K) Retirement Plan2023$32,413not reported in the loaded dataset
Gut, P.C.Gut, P.C. Profit Sharing Plan2023$30,661not reported in the loaded dataset
Defibtech, LLCDefibtech, LLC 401 (K) Profit Sharing Plan2023$28,525not reported in the loaded dataset
Minact, Inc.Minact, Inc. Retirement Income Plan2023$28,478not reported in the loaded dataset
Dover Dodge Chrysler Jeep IncDover Dodge Chrysler Jeep Inc 401(K) Profit Sharing Plan & Trust2023$27,569not reported in the loaded dataset
Mills-James IncMills-James Inc 401(K) Profit Sharing Plan & Trust2023$26,324not reported in the loaded dataset

Related Form 5500 pages