Morgan Stanley Investment Mgmt Ltd — 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 Ltd is reported as a service provider on 10 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,954,020 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $3,954,020
- Reported indirect compensation
- $0
- Total reported compensation
- $3,954,020
- Filings
- 10
- Plan sponsors
- 8
- Plans
- 10
- 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 |
|---|---|---|---|
| United Airlines, Inc. | TX | 1 | $821,742 |
| Exelon Corporation | IL | 3 | $814,217 |
| Csx Corporation | FL | 1 | $604,353 |
| Kellanova | IL | 1 | $544,657 |
| Bwxt Investment Company | VA | 1 | $466,994 |
| Northern Trust Company | PA | 1 | $350,476 |
| Campbell Soup Company | NJ | 1 | $307,716 |
| Schnuck Markets, Inc. | MO | 1 | $43,865 |
State footprint
Plans reporting Morgan Stanley Investment Mgmt Ltd are sponsored in IL (4), MO (1), FL (1), PA (1), TX (1), VA (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | Ua Return Seeking Account | 2023 | $821,742 | not reported in the loaded dataset |
| Csx Corporation | Csx Corporation Master Pension Trust | 2023 | $604,353 | $0 |
| Exelon Corporation | Exelon Corporation Dcrp Master Trust - Primary | 2023 | $571,355 | not reported in the loaded dataset |
| Kellanova | Kellanova Retiree Welfare Benefit Plan | 2023 | $544,657 | not reported in the loaded dataset |
| Bwxt Investment Company | Bwxt Master Trust | 2023 | $466,994 | not reported in the loaded dataset |
| Northern Trust Company | Crown Cork & Seal Company, Inc. Master Retirement | 2023 | $350,476 | not reported in the loaded dataset |
| Campbell Soup Company | Campbell Pension Plans Master Retirement Trust | 2023 | $307,716 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Health Care Program | 2023 | $201,004 | not reported in the loaded dataset |
| Schnuck Markets, Inc. | Schnuck Markets, Inc. Profit Sharing Plan | 2023 | $43,865 | not reported in the loaded dataset |
| Exelon Corporation | Exelon Corporation Employees' Benefit Trust For Management Employees | 2023 | $41,858 | not reported in the loaded dataset |
Related Form 5500 pages
- Ua Return Seeking Account (plan 306)
- United Airlines, Inc. — all reported plans
- Csx Corporation Master Pension Trust (plan 001)
- Csx Corporation — all reported plans
- Exelon Corporation Dcrp Master Trust - Primary (plan 300)
- Exelon Corporation — all reported plans
- Kellanova Retiree Welfare Benefit Plan (plan 515)
- Kellanova — all reported plans
- Bwxt Master Trust (plan 003)
- Bwxt Investment Company — all reported plans
- Crown Cork & Seal Company, Inc. Master Retirement (plan 001)
- Northern Trust Company — all reported plans
- Campbell Pension Plans Master Retirement Trust (plan 101)
- Campbell Soup Company — all reported plans
- Exelon Corporation Health Care Program (plan 504)
- Schnuck Markets, Inc. Profit Sharing Plan (plan 001)
- Schnuck Markets, Inc. — all reported plans
- Exelon Corporation Employees' Benefit Trust For Management Employees (plan 318)
- Form 5500 Schedule C explained
- Methodology
- Data sources