Morgan Stanley Smith Barney 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 Smith Barney Inc. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $209,578 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $209,578
- Reported indirect compensation
- $0
- Total reported compensation
- $209,578
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- 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 |
|---|---|---|---|
| Board Of Trustees Michiana Area Electrical Workers Pension Fund | MI | 1 | $150,064 |
| Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan | WI | 1 | $59,514 |
State footprint
Plans reporting Morgan Stanley Smith Barney Inc. are sponsored in MI (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Michiana Area Electrical Workers Pension Fund | Michiana Area Electrical Workers Pension Fund | 2023 | $150,064 | $0 |
| Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan | Stage Employees Local No 18 Retirement Plan | 2023 | $59,514 | $0 |
Related Form 5500 pages
- Michiana Area Electrical Workers Pension Fund (plan 001)
- Board Of Trustees Michiana Area Electrical Workers Pension Fund — all reported plans
- Stage Employees Local No 18 Retirement Plan (plan 001)
- Board Of Trustees Of The Stage Employees Local No. 18 Retirement Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources