Morgan Stanley Investment Mgmt — 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 Mgmt is reported as a service provider on 13 loaded Form 5500 filing(s) across 13 plan sponsor(s) and 13 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,555,253 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $10,555,253
- Reported indirect compensation
- $0
- Total reported compensation
- $10,555,253
- Filings
- 13
- Plan sponsors
- 13
- Plans
- 13
- 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 |
|---|---|---|---|
| Verizon Communications Inc. | NJ | 1 | $6,215,751 |
| Exelon Corporation | IL | 1 | $1,871,346 |
| Board Of Trustees, Western Metal Industry Pension Plan | WA | 1 | $490,137 |
| Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp. | TX | 1 | $367,704 |
| Lockheed Martin Corporation | MD | 1 | $357,082 |
| Ameriprise Financial, Inc. | MN | 1 | $335,286 |
| Smithfield Foods, Inc. | VA | 1 | $266,908 |
| Board Of Trustees, Los Angeles Hotel-Restaurant | CA | 1 | $204,160 |
| Interstate Power And Light Company | WI | 1 | $134,320 |
| Wisconsin Power & Light Company | WI | 1 | $116,858 |
State footprint
Plans reporting Morgan Stanley Investment Mgmt are sponsored in WI (3), IL (1), MD (1), MN (1), NJ (1), CA (1), PA (1), TX (1), VA (1), WA (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Verizon Communications Inc. | Verizon Master Savings Trust | 2023 | $6,215,751 | $0 |
| Exelon Corporation | Exelon Corp Pension Master Trust- Equity | 2023 | $1,871,346 | not reported in the loaded dataset |
| Board Of Trustees, Western Metal Industry Pension Plan | Western Metal Industry Pension Plan | 2023 | $490,137 | $0 |
| Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp. | Texas Hospital Association Retirement Master Trust For Member Hospitals | 2023 | $367,704 | $0 |
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $357,082 | $0 |
| Ameriprise Financial, Inc. | Ameriprise Financial Retirement Plan | 2023 | $335,286 | $0 |
| Smithfield Foods, Inc. | Smithfield Foods Master Trust | 2023 | $266,908 | not reported in the loaded dataset |
| Board Of Trustees, Los Angeles Hotel-Restaurant | Los Angeles Hotel-Restaurant Employer-Union Retirement Fund | 2023 | $204,160 | not reported in the loaded dataset |
| Interstate Power And Light Company | Ipl Retirement Plan For Bargaining Unit Ees | 2023 | $134,320 | $0 |
| Wisconsin Power & Light Company | Wisconsin Power & Light Co. Retirement Plan B | 2023 | $116,858 | $0 |
| Alliant Energy Corporate Services | Alliant Energy Cash Balance Pension Plan | 2023 | $112,313 | $0 |
| Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension | Pension, Hospitalization & Benefit Plan Of The Electrical Industry - Pension Trust Acct | 2023 | $50,304 | not reported in the loaded dataset |
| Pennsylvania Medical Society | Pension Plan Of The Pennsylvania Medical Society | 2023 | $33,084 | not reported in the loaded dataset |
Related Form 5500 pages
- Verizon Master Savings Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Exelon Corp Pension Master Trust- Equity (plan 301)
- Exelon Corporation — all reported plans
- Western Metal Industry Pension Plan (plan 001)
- Board Of Trustees, Western Metal Industry Pension Plan — all reported plans
- Texas Hospital Association Retirement Master Trust For Member Hospitals (plan 001)
- Successor Trustees Of The Tx Hosp. Ass. Ret. Plan For Mem. Hosp. — all reported plans
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Ameriprise Financial Retirement Plan (plan 002)
- Ameriprise Financial, Inc. — all reported plans
- Smithfield Foods Master Trust (plan 001)
- Smithfield Foods, Inc. — all reported plans
- Los Angeles Hotel-Restaurant Employer-Union Retirement Fund (plan 001)
- Board Of Trustees, Los Angeles Hotel-Restaurant — all reported plans
- Ipl Retirement Plan For Bargaining Unit Ees (plan 001)
- Interstate Power And Light Company — all reported plans
- Wisconsin Power & Light Co. Retirement Plan B (plan 002)
- Wisconsin Power & Light Company — all reported plans
- Alliant Energy Cash Balance Pension Plan (plan 001)
- Alliant Energy Corporate Services — all reported plans
- Pension, Hospitalization & Benefit Plan Of The Electrical Industry - Pension Trust Acct (plan 001)
- Bd Of Tr Of The Pension, Hosp & Benefit Pl Of The Elec Ind-Pension — all reported plans
- Pension Plan Of The Pennsylvania Medical Society (plan 001)
- Pennsylvania Medical Society — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources