Morningstar — 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, Morningstar is reported as a service provider on 320 loaded Form 5500 filing(s) across 310 plan sponsor(s) and 314 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,480,264 and reported indirect compensation totals $1,286,917.
Reported compensation summary
- Reported direct compensation
- $1,480,264
- Reported indirect compensation
- $1,286,917
- Total reported compensation
- $2,767,181
- Filings
- 320
- Plan sponsors
- 310
- Plans
- 314
- 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 |
|---|---|---|---|
| Northbay Healthcare Corporation | CA | 1 | $235,236 |
| Johnson And Johnson | NJ | 2 | $172,417 |
| Td Bank Us Holding Company | ME | 1 | $116,590 |
| Bdo Usa, P.C. | IL | 1 | $103,966 |
| Pfizer Inc | NY | 1 | $86,213 |
| Mercedes-Benz Usa, LLC | GA | 1 | $58,051 |
| Pacific Premier Bank | CA | 1 | $52,356 |
| Sanofi-Aventis Us LLC | NJ | 1 | $45,536 |
| Wsp Usa Buildings Inc. | NY | 1 | $45,265 |
| Canon Medical Systems Usa, Inc. | CA | 1 | $44,458 |
State footprint
Plans reporting Morningstar are sponsored in NY (43), CA (25), NJ (23), FL (23), TX (20), PA (17), OH (14), GA (14), IL (11), CT (10), LA (10), MN (10).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Northbay Healthcare Corporation | Northbay Healthcare 403(B) Retirement Plan | 2023 | $235,236 | not reported in the loaded dataset |
| Johnson And Johnson | Johnson And Johnson Savings Plan Trust | 2023 | $149,341 | not reported in the loaded dataset |
| Td Bank Us Holding Company | Td 401(K) Retirement Plan | 2023 | $116,590 | not reported in the loaded dataset |
| Bdo Usa, P.C. | Bdo Usa Retirement Plan | 2023 | $103,966 | not reported in the loaded dataset |
| Pfizer Inc | Pfizer Savings Plan | 2023 | $86,213 | not reported in the loaded dataset |
| Mercedes-Benz Usa, LLC | Mercedes-Benz Usa, LLC Employees' Retirement Savings Plan | 2023 | $58,051 | not reported in the loaded dataset |
| Pacific Premier Bank | Pacific Premier Bank 401(K) Plan | 2023 | not reported in the loaded dataset | $52,356 |
| Sanofi-Aventis Us LLC | Sanofi U.S. Group Savings Plan | 2023 | $45,536 | not reported in the loaded dataset |
| Wsp Usa Buildings Inc. | Wsp Usa Retirement Savings Plan | 2023 | $45,265 | not reported in the loaded dataset |
| Canon Medical Systems Usa, Inc. | Canon Medical Systems Usa, Inc. 401(K) Savings Plan | 2023 | $44,458 | not reported in the loaded dataset |
| Arvest Bank | Arvest Bank 401k & Profit Sharing Retirement Plan | 2023 | $34,768 | not reported in the loaded dataset |
| Geologic Associates | Geologic Associates 401k Profit Sharing Plan | 2023 | $0 | $33,213 |
| Hines Interests Limited Partnership | Pay Deferral And Savings Plan Of Hines Interests Limited Partnership | 2023 | $30,495 | not reported in the loaded dataset |
| Central Motor Wheel Of America | Central Motor Wheel Of America 401(K) Plan | 2023 | $0 | $29,102 |
| Venerable Holdings, Inc. | Venerable 401k Savings Plan | 2023 | $0 | $28,121 |
| Tower Health | Tower Health 403(B) Plan | 2023 | $25,727 | $0 |
| Consolidated Edison Company Of New York, Inc. | The Consolidated Edison Thrift Savings Plan | 2023 | $25,422 | not reported in the loaded dataset |
| Snap-On Incorporated | Snap-On Incorporated 401k Savings Plan | 2023 | $25,366 | not reported in the loaded dataset |
| Dayforce Us, Inc. | Ceridian Savings And Investment Plan | 2023 | $24,683 | not reported in the loaded dataset |
| Resolution Life Services Us Inc. | Resolution Life Services (Us) 401(K) Plan | 2023 | $2,167 | $21,990 |
| Arisa Health, Inc | Arisa Health 401(K) Plan | 2023 | $3,572 | $20,069 |
| Johnson And Johnson | Johnson And Johnson Pension And Savings Plan Master Trust | 2023 | $23,076 | not reported in the loaded dataset |
| Stock Yards Bank & Trust Company | Stock Yards Bank & Trust Company 401k Employee | 2023 | $3,632 | $19,378 |
| Olam Americas, Inc. | Olam America Employee Savings Plan | 2023 | $0 | $22,296 |
| International Business Machines Corporation | Ibm 401 (K) Plus Plan | 2023 | $22,000 | not reported in the loaded dataset |
| Avl Michigan Holding Corporation | Avl North America, Inc. 401(K) Plan | 2023 | $0 | $20,737 |
| Pine Bluff Sand And Gravel Company | Pine Bluff Sand And Gravel Company Retirement Savings Plan | 2023 | $0 | $20,054 |
| Armstrong Relocation & Companies, LLC | Armstrong Relocation & Companies, LLC 401(K) Plan | 2023 | $0 | $19,546 |
| Data Analysis, Inc. | Data Analysis, Inc. Investment Plan And Trust | 2023 | $7,201 | $11,253 |
| Consolidated Asset Management Services, LLC | Cams Union Retirement Plan | 2023 | $17,754 | not reported in the loaded dataset |
| Lhoist North America, Inc. | Lhoist North America 401(K) Plan | 2023 | $17,675 | not reported in the loaded dataset |
| Pomona Valley Hospital Medical Center | Pomona Valley Hospital Medical Center Retirement Savings Plan | 2023 | $17,279 | not reported in the loaded dataset |
| Crouse Hospital | Crouse Hospital 401(K) Plan | 2023 | $0 | $16,310 |
| Rehabilitation Hospital Of The Pacific | Rehabilitation Hospital Of The Pacific 403b Retirement Savings Plan | 2023 | $16,242 | not reported in the loaded dataset |
| Tennis Corporation Of America | Tca 401(K) Retirement Savings Plan | 2023 | $0 | $15,845 |
| Calspan Corporation | Calspan Corporation 401k Plan | 2023 | $2,699 | $12,798 |
| San Joaquin Refining Company, Inc. | San Joaquin Refining Company 401k Plan | 2023 | $0 | $15,349 |
| Carmax, Inc. | Carmax, Inc. Retirement Savings Plan | 2023 | $15,205 | not reported in the loaded dataset |
| Laporte, A Professional Accounting Corporation | Laporte, Apac Employees Retirement Plan | 2023 | $0 | $15,171 |
| Lamar Media Corp. | The Lamar Savings And Profit Sharing Plan | 2023 | $15,061 | not reported in the loaded dataset |
| Dubois Chemicals, Inc. | Dubois Chemicals, Inc. Retirement Savings Plan | 2023 | $0 | $14,474 |
| Meritrust Federal Credit Union | Meritrust Credit Union 401(K) Plan | 2023 | $0 | $14,041 |
| Ashton Woods Usa, LLC. | Ashton Woods Homes Retirement Savings Plan | 2023 | $0 | $13,964 |
| Range Generation Next LLC | Rgnext 401k Plan | 2023 | $0 | $13,933 |
| Amada Weld Tech Inc. | Amada Weld Tech Inc. 401(K) Plan And Trust | 2023 | $0 | $13,907 |
| The Fishel Company | The Fishel Company Retirement Savings Plan | 2023 | $12,580 | not reported in the loaded dataset |
| Mcpherson Hospital Inc. | Mcpherson Hospital Inc. Tax Deferred Annuity Plan | 2023 | $12,480 | not reported in the loaded dataset |
| Impact Unlimited, Inc. D/B/A Impact Xm | Impact Xm Retirement Plan | 2023 | $3,942 | $8,287 |
| Barletta Engineering Corporation | Barletta Engineering Corporation 401(K) Profit Sharing Plan | 2023 | $0 | $12,083 |
| Meritrust Federal Credit Union | Meritrust Federal Credit Union Retirement Plan | 2023 | $0 | $12,080 |
Related Form 5500 pages
- Northbay Healthcare 403(B) Retirement Plan (plan 003)
- Northbay Healthcare Corporation — all reported plans
- Johnson And Johnson Savings Plan Trust (plan 019)
- Johnson And Johnson — all reported plans
- Td 401(K) Retirement Plan (plan 003)
- Td Bank Us Holding Company — all reported plans
- Bdo Usa Retirement Plan (plan 001)
- Bdo Usa, P.C. — all reported plans
- Pfizer Savings Plan (plan 002)
- Pfizer Inc — all reported plans
- Mercedes-Benz Usa, LLC Employees' Retirement Savings Plan (plan 002)
- Mercedes-Benz Usa, LLC — all reported plans
- Pacific Premier Bank 401(K) Plan (plan 001)
- Pacific Premier Bank — all reported plans
- Sanofi U.S. Group Savings Plan (plan 005)
- Sanofi-Aventis Us LLC — all reported plans
- Wsp Usa Retirement Savings Plan (plan 001)
- Wsp Usa Buildings Inc. — all reported plans
- Canon Medical Systems Usa, Inc. 401(K) Savings Plan (plan 001)
- Canon Medical Systems Usa, Inc. — all reported plans
- Arvest Bank 401k & Profit Sharing Retirement Plan (plan 003)
- Arvest Bank — all reported plans
- Geologic Associates 401k Profit Sharing Plan (plan 001)
- Geologic Associates — all reported plans
- Pay Deferral And Savings Plan Of Hines Interests Limited Partnership (plan 001)
- Hines Interests Limited Partnership — all reported plans
- Central Motor Wheel Of America 401(K) Plan (plan 001)
- Central Motor Wheel Of America — all reported plans
- Venerable 401k Savings Plan (plan 001)
- Venerable Holdings, Inc. — all reported plans
- Tower Health 403(B) Plan (plan 001)
- Tower Health — all reported plans
- The Consolidated Edison Thrift Savings Plan (plan 004)
- Consolidated Edison Company Of New York, Inc. — all reported plans
- Snap-On Incorporated 401k Savings Plan (plan 005)
- Snap-On Incorporated — all reported plans
- Ceridian Savings And Investment Plan (plan 007)
- Dayforce Us, Inc. — all reported plans
- Resolution Life Services (Us) 401(K) Plan (plan 001)
- Resolution Life Services Us Inc. — all reported plans
- Arisa Health 401(K) Plan (plan 001)
- Arisa Health, Inc — all reported plans
- Johnson And Johnson Pension And Savings Plan Master Trust (plan 015)
- Stock Yards Bank & Trust Company 401k Employee (plan 002)
- Stock Yards Bank & Trust Company — all reported plans
- Olam America Employee Savings Plan (plan 001)
- Olam Americas, Inc. — all reported plans
- Ibm 401 (K) Plus Plan (plan 005)
- International Business Machines Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources