Morgan Stanley Wealth Management — 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 Wealth Management is reported as a service provider on 36 loaded Form 5500 filing(s) across 36 plan sponsor(s) and 36 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,443,361 and reported indirect compensation totals $24,248.
Reported compensation summary
- Reported direct compensation
- $1,443,361
- Reported indirect compensation
- $24,248
- Total reported compensation
- $1,467,609
- Filings
- 36
- Plan sponsors
- 36
- Plans
- 36
- 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 |
|---|---|---|---|
| Tennessee/North Carolina Carpenters And Millwrights Pension | TN | 1 | $276,195 |
| Roofers Local No. 241 Pension Fund | NY | 1 | $194,524 |
| Reid Hospital & Health Care Services, Inc. | IN | 1 | $177,211 |
| Jaros, Baum & Bolles Consulting Engineers Llp | NY | 1 | $80,000 |
| Wwec Local 863 Pension Plan | NJ | 1 | $75,000 |
| Station Casinos LLC | NV | 1 | $75,000 |
| Akf Group LLC | NY | 1 | $68,224 |
| Weston & Sampson | MA | 1 | $65,000 |
| Trucking Employees Of North Jersey Pension Fund | NJ | 1 | $62,500 |
| Local No. 863 Pension Plan | NJ | 1 | $48,750 |
State footprint
Plans reporting Morgan Stanley Wealth Management are sponsored in NY (7), NJ (5), TX (4), MA (2), WI (2), IN (2), KY (2), TN (2), CA (2), NV (1), MI (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Tennessee/North Carolina Carpenters And Millwrights Pension | Tennessee/North Carolina Carpenters And Millwrights Pension Fund | 2023 | $276,195 | $0 |
| Roofers Local No. 241 Pension Fund | Roofers Local No. 241 Pension Fund | 2023 | $194,524 | not reported in the loaded dataset |
| Reid Hospital & Health Care Services, Inc. | Reid Hospital & Health Care Services 403(B) Defined Contribution Plan | 2023 | $177,211 | not reported in the loaded dataset |
| Jaros, Baum & Bolles Consulting Engineers Llp | Jaros, Baum & Bolles Employees 401(K) Savings Plan | 2023 | $80,000 | not reported in the loaded dataset |
| Wwec Local 863 Pension Plan | Wwec Local 863 Pension Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Station Casinos LLC | Station Casinos LLC & Affiliates 401(K) Retirement Plan | 2023 | $75,000 | not reported in the loaded dataset |
| Akf Group LLC | Akf Savings And Investment Plan | 2023 | $68,224 | not reported in the loaded dataset |
| Weston & Sampson | Weston & Sampson 401(K) And Profit Sharing Plan | 2023 | $65,000 | not reported in the loaded dataset |
| Trucking Employees Of North Jersey Pension Fund | Trucking Employees Of North Jersey Pension Fund | 2023 | $62,500 | not reported in the loaded dataset |
| Local No. 863 Pension Plan | Local No. 863 Pension Plan | 2023 | $48,750 | not reported in the loaded dataset |
| North Ottawa Community Hospital | North Ottawa Community Hospital 401(K) Retirement Plan | 2023 | $43,786 | not reported in the loaded dataset |
| Us Radiology Specialists, Inc. | Us Radiology Physician Practice 401(K) Retirement Plan | 2023 | $38,503 | not reported in the loaded dataset |
| Neuroscience Group Of Northeast Wisconsin, S.C. | Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust | 2023 | $31,424 | not reported in the loaded dataset |
| C3 Corporation | C3 401(K) Profit Sharing Plan | 2023 | $30,682 | not reported in the loaded dataset |
| Psychogenics Inc. | Psychogenics, Inc. 401(K) Plan | 2023 | $29,342 | $0 |
| Keller Rohrback Llp | Keller Rohrback Llp 401(K) Profit Sharing Plan | 2023 | $24,737 | not reported in the loaded dataset |
| Rheonix, Inc. | Rheonix, Inc. 401(K) Plan | 2023 | $0 | $24,248 |
| Judson | Judson 403(B) Plan | 2023 | $21,659 | not reported in the loaded dataset |
| Sonterra Medical Management Group, Inc. | Sonterra Medical Management Group Profit Sharing 401k Plan | 2023 | $17,839 | not reported in the loaded dataset |
| Carrier Johnson | Carrier Johnson 401(K) Retirement Savings Plan | 2023 | $16,682 | not reported in the loaded dataset |
| Trucking Employees Of North Jersey Welfare Fund | Trucking Employees Of North Jersey Welfare Fund | 2023 | $13,500 | not reported in the loaded dataset |
| Orthocincy Orthopaedics & Sports Me | Orthocincy Retirement Plan | 2023 | $12,696 | not reported in the loaded dataset |
| Reid Outpatient Surgery And Endoscopy, LLC | Reid Outpatient Surgery And Endoscopy 401(K) Plan | 2023 | $11,957 | not reported in the loaded dataset |
| Zoeller Company | Zoeller Company Retirement Savings Plan And Trust | 2023 | $10,930 | not reported in the loaded dataset |
| Allied Workers Local 48 Annuity Pl Board Of Trustees | Allied Workers Local 48 Annuity Plan | 2023 | $9,000 | not reported in the loaded dataset |
| Roofers Local 241 Insurance Fund | Roofers Local 241 Insurance Fund | 2023 | $8,220 | not reported in the loaded dataset |
| Voltage Multipliers, Inc. | Voltage Multipliers, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Tasty Chickn, LLC | Tasty Chick'N, LLC Retirement Plan | 2023 | $0 | $0 |
| Tasty King, LLC | Tasty King, LLC Retirement Plan | 2023 | $0 | $0 |
| National Pediatric, M D, P C | National Pediatric, M D, P C 401(K) Plan | 2023 | $0 | $0 |
| Flour Bakery & Cafe | Flour Bakery & Cafe 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Tasty Hut, LLC | Tasty Hut, LLC 401(K) Plan | 2023 | $0 | $0 |
| Kurt Weiss Greenhouses, Inc. | Kurt Weiss Greenhouses, Inc. 401(K) Savings Plan | 2023 | $0 | $0 |
| Weisser Distributing, Inc. | Weisser Distributing, Inc. 401(K) Profit Sharing Plan | 2023 | not reported in the loaded dataset | not reported in the loaded dataset |
| Sbk Capital, LLC | Sbk Capital, LLC 401(K) Plan | 2023 | $0 | $0 |
| Tri-National, Inc. | Tri-National 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Tennessee/North Carolina Carpenters And Millwrights Pension Fund (plan 001)
- Tennessee/North Carolina Carpenters And Millwrights Pension — all reported plans
- Roofers Local No. 241 Pension Fund (plan 001)
- Roofers Local No. 241 Pension Fund — all reported plans
- Reid Hospital & Health Care Services 403(B) Defined Contribution Plan (plan 003)
- Reid Hospital & Health Care Services, Inc. — all reported plans
- Jaros, Baum & Bolles Employees 401(K) Savings Plan (plan 002)
- Jaros, Baum & Bolles Consulting Engineers Llp — all reported plans
- Wwec Local 863 Pension Plan (plan 001)
- Wwec Local 863 Pension Plan — all reported plans
- Station Casinos LLC & Affiliates 401(K) Retirement Plan (plan 001)
- Station Casinos LLC — all reported plans
- Akf Savings And Investment Plan (plan 001)
- Akf Group LLC — all reported plans
- Weston & Sampson 401(K) And Profit Sharing Plan (plan 001)
- Weston & Sampson — all reported plans
- Trucking Employees Of North Jersey Pension Fund (plan 001)
- Trucking Employees Of North Jersey Pension Fund — all reported plans
- Local No. 863 Pension Plan (plan 001)
- Local No. 863 Pension Plan — all reported plans
- North Ottawa Community Hospital 401(K) Retirement Plan (plan 002)
- North Ottawa Community Hospital — all reported plans
- Us Radiology Physician Practice 401(K) Retirement Plan (plan 001)
- Us Radiology Specialists, Inc. — all reported plans
- Neuroscience Group Of Northeast Wisconsin,S.C. Profit Sharing Plan And Trust (plan 002)
- Neuroscience Group Of Northeast Wisconsin, S.C. — all reported plans
- C3 401(K) Profit Sharing Plan (plan 001)
- C3 Corporation — all reported plans
- Psychogenics, Inc. 401(K) Plan (plan 001)
- Psychogenics Inc. — all reported plans
- Keller Rohrback Llp 401(K) Profit Sharing Plan (plan 001)
- Keller Rohrback Llp — all reported plans
- Rheonix, Inc. 401(K) Plan (plan 001)
- Rheonix, Inc. — all reported plans
- Judson 403(B) Plan (plan 002)
- Judson — all reported plans
- Sonterra Medical Management Group Profit Sharing 401k Plan (plan 001)
- Sonterra Medical Management Group, Inc. — all reported plans
- Carrier Johnson 401(K) Retirement Savings Plan (plan 002)
- Carrier Johnson — all reported plans
- Trucking Employees Of North Jersey Welfare Fund (plan 501)
- Trucking Employees Of North Jersey Welfare Fund — all reported plans
- Orthocincy Retirement Plan (plan 001)
- Orthocincy Orthopaedics & Sports Me — all reported plans
- Reid Outpatient Surgery And Endoscopy 401(K) Plan (plan 001)
- Reid Outpatient Surgery And Endoscopy, LLC — all reported plans
- Zoeller Company Retirement Savings Plan And Trust (plan 001)
- Zoeller Company — all reported plans
- Allied Workers Local 48 Annuity Plan (plan 001)
- Allied Workers Local 48 Annuity Pl Board Of Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources