Morgan Stanley Insurance Services I — 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 Insurance Services I is reported as a service provider on 33 loaded Form 5500 filing(s) across 33 plan sponsor(s) and 33 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $196,125.
Reported compensation summary
- Reported direct compensation
- $0
- Reported indirect compensation
- $196,125
- Total reported compensation
- $196,125
- Filings
- 33
- Plan sponsors
- 33
- Plans
- 33
- 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 |
|---|---|---|---|
| Counseling Service Of Addison County, Inc. | VT | 1 | $29,615 |
| Republic Title Of Texas, Inc. | TX | 1 | $28,025 |
| Northwest Colorado Visting Nurse Association | CO | 1 | $23,976 |
| California Supply, Inc. | CA | 1 | $22,282 |
| E Block, Corp. | VT | 1 | $19,466 |
| Hba Health Systems, LLC | FL | 1 | $9,358 |
| Manufacturing Solutions Inc | VT | 1 | $7,226 |
| Custom Data Processing | IL | 1 | $6,491 |
| Candid Color Systems, Inc. | OK | 1 | $5,831 |
| Cmg Mortgage, Inc. | CA | 1 | $5,509 |
State footprint
Plans reporting Morgan Stanley Insurance Services I are sponsored in CA (6), VT (3), FL (3), AL (2), CO (2), NY (2), TX (2), UT (2), MA (1), MI (1), MT (1), NC (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Counseling Service Of Addison County, Inc. | Csac 403(B) Retirement Plan | 2023 | $0 | $29,615 |
| Republic Title Of Texas, Inc. | Republic Title 401(K) Profit Sharing Plan | 2023 | $0 | $28,025 |
| Northwest Colorado Visting Nurse Association | Northwest Colorado Health Retirement Plan | 2023 | $0 | $23,976 |
| California Supply, Inc. | California Supply, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $22,282 |
| E Block, Corp. | E Block, Corp. 401(K) Plan | 2023 | $0 | $19,466 |
| Hba Health Systems, LLC | Hba Health Systems, LLC 401(K) Retirement Savings Plan | 2023 | $0 | $9,358 |
| Manufacturing Solutions Inc | Manufacturing Solutions Inc. 401(K) Plan | 2023 | $0 | $7,226 |
| Custom Data Processing | Cdp Retirement Plan | 2023 | $0 | $6,491 |
| Candid Color Systems, Inc. | Candid Color Systems, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $5,831 |
| Cmg Mortgage, Inc. | Cmg Financial Services 401(K) Plan | 2023 | $0 | $5,509 |
| Mcneely Companies | Mcneely Companies 401(K) Plan | 2023 | $0 | $5,242 |
| Rocky Mountain Elk Foundation, Inc. | Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan | 2023 | $0 | $4,047 |
| Berridge Manufacturing Company | Berridge Manufacturing 401(K) Plan | 2023 | $0 | $3,596 |
| Cementation Usa, Inc. | Cementation Usa, Inc. 401(K) Plan | 2023 | $0 | $3,530 |
| Ajax Paving Industries, Inc. | Ajax Paving Industries, Inc. 401(K) Plan | 2023 | $0 | $3,302 |
| Storer Equipment Company, Ltd. | Storer Equipment Company, Ltd Cash Or Deferred Profit Sharing Plan | 2023 | not reported in the loaded dataset | $3,189 |
| Pinnacle Eye Care, Inc. D/B/A Vision First | Pinnacle Eye Care 401(K) Savings Plan | 2023 | $0 | $3,026 |
| Boardwalk Auto Center, Inc. | Boardwalk Auto Center, Inc. Profit Sharing 401(K) Plan | 2023 | $0 | $2,168 |
| Saviynt, Inc. | Saviynt, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $1,862 |
| Family & Children'S Agency, Inc. | Family & Children'S Agency, Inc. 401(K) Plan | 2023 | $0 | $1,496 |
| Hartley & Parker Ltd, Inc. | Hartley & Parker Ltd, Inc. 401(K) Plan | 2023 | $0 | $1,417 |
| Hepco, Inc. | Hepco, Inc. 401(K) Savings Plan | 2023 | $0 | $946 |
| The Doe Fund, Inc. | The Doe Fund, Inc. 401(K) Plan | 2023 | $0 | $872 |
| Zymeworks Biopharmaceuticals Inc. | Zymeworks Biopharmaceuticals 401(K) Plan | 2023 | $0 | $582 |
| First Utah Bancorporation | First Utah Bancorporation 401(K) Retirement Savings Plan | 2023 | $0 | $576 |
| Hyde Park Inc. | Hyde Park 401(K) Plan | 2023 | $0 | $527 |
| Bethel Farms, Lllp | Bethel Farms, Lllp Retirement Plan | 2023 | $0 | $436 |
| Pasona Na, Inc. | Pasona Na, Inc. 401(K) Plan | 2023 | $0 | $435 |
| Mckenna Labs, Inc. | Mckenna Labs, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $378 |
| Polaris Pharmacy Services, LLC | Polaris Pharmacy Services, LLC 401(K) Plan | 2023 | $0 | $359 |
| The Bronx Defenders | The Bronx Defenders 403(B) Plan | 2023 | $0 | $196 |
| Alliance Source Testing, LLC | Alliance Source Testing, LLC 401(K) Plan | 2023 | $0 | $108 |
| Equal Justice Initiative | Equal Justice Initiative Retirement Savings Plan | 2023 | $0 | $56 |
Related Form 5500 pages
- Csac 403(B) Retirement Plan (plan 001)
- Counseling Service Of Addison County, Inc. — all reported plans
- Republic Title 401(K) Profit Sharing Plan (plan 001)
- Republic Title Of Texas, Inc. — all reported plans
- Northwest Colorado Health Retirement Plan (plan 001)
- Northwest Colorado Visting Nurse Association — all reported plans
- California Supply, Inc. 401(K) Profit Sharing Plan (plan 001)
- California Supply, Inc. — all reported plans
- E Block, Corp. 401(K) Plan (plan 001)
- E Block, Corp. — all reported plans
- Hba Health Systems, LLC 401(K) Retirement Savings Plan (plan 001)
- Hba Health Systems, LLC — all reported plans
- Manufacturing Solutions Inc. 401(K) Plan (plan 001)
- Manufacturing Solutions Inc — all reported plans
- Cdp Retirement Plan (plan 001)
- Custom Data Processing — all reported plans
- Candid Color Systems, Inc. 401(K) Profit Sharing Plan (plan 001)
- Candid Color Systems, Inc. — all reported plans
- Cmg Financial Services 401(K) Plan (plan 001)
- Cmg Mortgage, Inc. — all reported plans
- Mcneely Companies 401(K) Plan (plan 001)
- Mcneely Companies — all reported plans
- Rocky Mountain Elk Foundation, Inc. Tax Sheltered Annuity Plan (plan 002)
- Rocky Mountain Elk Foundation, Inc. — all reported plans
- Berridge Manufacturing 401(K) Plan (plan 001)
- Berridge Manufacturing Company — all reported plans
- Cementation Usa, Inc. 401(K) Plan (plan 001)
- Cementation Usa, Inc. — all reported plans
- Ajax Paving Industries, Inc. 401(K) Plan (plan 001)
- Ajax Paving Industries, Inc. — all reported plans
- Storer Equipment Company, Ltd Cash Or Deferred Profit Sharing Plan (plan 001)
- Storer Equipment Company, Ltd. — all reported plans
- Pinnacle Eye Care 401(K) Savings Plan (plan 001)
- Pinnacle Eye Care, Inc. D/B/A Vision First — all reported plans
- Boardwalk Auto Center, Inc. Profit Sharing 401(K) Plan (plan 001)
- Boardwalk Auto Center, Inc. — all reported plans
- Saviynt, Inc. 401(K) Profit Sharing Plan (plan 001)
- Saviynt, Inc. — all reported plans
- Family & Children'S Agency, Inc. 401(K) Plan (plan 001)
- Family & Children'S Agency, Inc. — all reported plans
- Hartley & Parker Ltd, Inc. 401(K) Plan (plan 002)
- Hartley & Parker Ltd, Inc. — all reported plans
- Hepco, Inc. 401(K) Savings Plan (plan 001)
- Hepco, Inc. — all reported plans
- The Doe Fund, Inc. 401(K) Plan (plan 001)
- The Doe Fund, Inc. — all reported plans
- Zymeworks Biopharmaceuticals 401(K) Plan (plan 001)
- Zymeworks Biopharmaceuticals Inc. — all reported plans
- First Utah Bancorporation 401(K) Retirement Savings Plan (plan 001)
- First Utah Bancorporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources