Morningstar Inc Dba Morningstar Ass — 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 Inc Dba Morningstar Ass is reported as a service provider on 16 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $22,142 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Morningstar Inc Dba Morningstar Ass. Bars show relative scale.
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State footprint
Where Morningstar Inc Dba Morningstar Ass appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
City footprint
Cities where plans reporting Morningstar Inc Dba Morningstar Ass are sponsored, by plan count.
- 1Anaheim, CA1 plan(s)
- 2Palo Alto, CA1 plan(s)
- 3Redding, CA1 plan(s)
- 4So. El Monte, CA1 plan(s)
- 5Casselberry, FL1 plan(s)
- 6Atlanta, GA1 plan(s)
- 7Liberal, KS1 plan(s)
- 8Louisville, KY1 plan(s)
- 9Wakefield, MA1 plan(s)
- 10Fenton, MO1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Shasta Community Health Center, CA · Direct $5.6K · 2023
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- 4Advanced Systems Development, Inc., VA · Direct $2.5K · 2023
- 5V.G. Reed & Sons, Inc., KY · Direct $1.9K · 2023
- 6Power Products Systems, LLC, MA · Direct $1.8K · 2023
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- 10Johnson Bros. - West Salem, Inc., OH · Direct $696 · 2023
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- 13Conestoga Energy Partners LLC, KS · Direct $322 · 2023
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Frequently asked questions
- What does Form 5500 Schedule C report about Morningstar Inc Dba Morningstar Ass?
- Public Form 5500 Schedule C filings report compensation paid to Morningstar Inc Dba Morningstar Ass as a plan service provider. Across loaded filings, total reported compensation is $22,142.
- How many plans report Morningstar Inc Dba Morningstar Ass as a service provider?
- Morningstar Inc Dba Morningstar Ass appears on 16 loaded plan(s) across 16 sponsor(s).
Related Form 5500 pages
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- Shasta Community Health Center — all reported plans
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- Johnson Bros. - West Salem, Inc. — all reported plans
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- Form 5500 Schedule C explained
- Methodology
- Data sources