Morgan Stanley Investment Mgmt Inc. — 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 Inc. is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $8,479,943 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $8,479,943
- Reported indirect compensation
- $0
- Total reported compensation
- $8,479,943
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| Northrop Grumman Corporation | VA | 1 | $3,812,249 |
| Eli Lilly And Company | IN | 1 | $1,467,213 |
| Csaa Insurance Services, Inc. | CA | 1 | $975,196 |
| At&T Inc. | TX | 1 | $556,000 |
| Pinnacle West Capital Corporation | AZ | 1 | $363,611 |
| Nissan North America, Inc. | TN | 1 | $352,722 |
| Safeway Inc. | CA | 1 | $280,413 |
| Pacific Gas And Electric Company | CA | 1 | $224,352 |
| Pabst Brewing Company | TX | 1 | $183,599 |
| Exelon Corporation | IL | 1 | $142,194 |
State footprint
Plans reporting Morgan Stanley Investment Mgmt Inc. are sponsored in CA (3), TX (2), NY (2), TN (1), AZ (1), VA (1), IL (1), IN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Northrop Grumman Corporation | Ng Db Mt Money Market Fund | 2023 | $3,812,249 | $0 |
| Eli Lilly And Company | The Lilly Retirement Plan Master Trust | 2023 | $1,467,213 | $0 |
| Csaa Insurance Services, Inc. | Csaa Insurance Group Cash Balance Retirement Plan | 2023 | $975,196 | not reported in the loaded dataset |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $556,000 | $0 |
| Pinnacle West Capital Corporation | Pinnacle West Capital Corporation Retirement Plan | 2023 | $363,611 | $0 |
| Nissan North America, Inc. | Nissan North America, Inc. Employee Retirement Plan Master Trust | 2023 | $352,722 | $0 |
| Safeway Inc. | Employee Retirement Plan Of Safeway Inc. And Its Domestic Subsidiaries | 2023 | $280,413 | not reported in the loaded dataset |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $224,352 | $0 |
| Pabst Brewing Company | The Consolidated Retirement Plan | 2023 | $183,599 | $0 |
| Exelon Corporation | Peco Energy Company Retiree Medical Trust | 2023 | $142,194 | not reported in the loaded dataset |
| Steamfitters Industry Security Benefit Fund Board Of Trustees | Steamfitters Industry Security Benefit Fund | 2023 | $70,797 | not reported in the loaded dataset |
| Northwell Health, Inc. | Northwell Health Pension Plan | 2023 | $51,597 | not reported in the loaded dataset |
Related Form 5500 pages
- Ng Db Mt Money Market Fund (plan 012)
- Northrop Grumman Corporation — all reported plans
- The Lilly Retirement Plan Master Trust (plan 030)
- Eli Lilly And Company — all reported plans
- Csaa Insurance Group Cash Balance Retirement Plan (plan 001)
- Csaa Insurance Services, Inc. — all reported plans
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- Pinnacle West Capital Corporation Retirement Plan (plan 001)
- Pinnacle West Capital Corporation — all reported plans
- Nissan North America, Inc. Employee Retirement Plan Master Trust (plan 001)
- Nissan North America, Inc. — all reported plans
- Employee Retirement Plan Of Safeway Inc. And Its Domestic Subsidiaries (plan 001)
- Safeway Inc. — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Pacific Gas And Electric Company — all reported plans
- The Consolidated Retirement Plan (plan 002)
- Pabst Brewing Company — all reported plans
- Peco Energy Company Retiree Medical Trust (plan 317)
- Exelon Corporation — all reported plans
- Steamfitters Industry Security Benefit Fund (plan 504)
- Steamfitters Industry Security Benefit Fund Board Of Trustees — all reported plans
- Northwell Health Pension Plan (plan 006)
- Northwell Health, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources