Morgan Stanley Investment Managemen — 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 Investment Managemen is reported as a service provider on 6 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,122,956 and reported indirect compensation totals $306,164.
Reported compensation summary
- Reported direct compensation
- $6,122,956
- Reported indirect compensation
- $306,164
- Total reported compensation
- $6,429,120
- Filings
- 6
- Plan sponsors
- 5
- Plans
- 6
- 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 |
|---|---|---|---|
| Fca Us LLC | MI | 1 | $3,395,380 |
| American Express Company And Its Participating Subsidiaries | NY | 1 | $1,675,775 |
| Constellation Energy Generation LLC | PA | 1 | $769,179 |
| Csx Corporation | FL | 2 | $306,164 |
| Cleco Power LLC | LA | 1 | $282,622 |
State footprint
Plans reporting Morgan Stanley Investment Managemen are sponsored in FL (2), LA (1), MI (1), NY (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Fca Us LLC | Fca Us LLC Master Retirement Trust Balanced Pool | 2023 | $3,395,380 | $0 |
| American Express Company And Its Participating Subsidiaries | American Express Retirement Savings Plan | 2023 | $1,675,775 | not reported in the loaded dataset |
| Constellation Energy Generation LLC | Constellation Pension Master Trust - Equity | 2023 | $769,179 | not reported in the loaded dataset |
| Cleco Power LLC | Cleco Corporate Holdings LLC Pension Plan | 2023 | $282,622 | not reported in the loaded dataset |
| Csx Corporation | Csx Corporation 401(K) Plan | 2023 | $0 | $153,082 |
| Csx Corporation | Csx Corporation Capital Builder Plan | 2023 | $0 | $153,082 |
Related Form 5500 pages
- Fca Us LLC Master Retirement Trust Balanced Pool (plan 059)
- Fca Us LLC — all reported plans
- American Express Retirement Savings Plan (plan 002)
- American Express Company And Its Participating Subsidiaries — all reported plans
- Constellation Pension Master Trust - Equity (plan 305)
- Constellation Energy Generation LLC — all reported plans
- Cleco Corporate Holdings LLC Pension Plan (plan 001)
- Cleco Power LLC — all reported plans
- Csx Corporation 401(K) Plan (plan 003)
- Csx Corporation — all reported plans
- Csx Corporation Capital Builder Plan (plan 004)
- Form 5500 Schedule C explained
- Methodology
- Data sources