Morningstar Investment Managment — 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 Investment Managment is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $968 and reported indirect compensation totals $0.
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 Investment Managment. Bars show relative scale.
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- 2
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State footprint
Where Morningstar Investment Managment 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 Investment Managment are sponsored, by plan count.
- 1Bradford, PA1 plan(s)
- 2Philadelphia, PA1 plan(s)
- 3Hungerford, TX1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1
- 2Greater Philadelphia Health Action, Inc, PA · Direct $0 · Indirect $0 · 2023
- 3
Frequently asked questions
- What does Form 5500 Schedule C report about Morningstar Investment Managment?
- Public Form 5500 Schedule C filings report compensation paid to Morningstar Investment Managment as a plan service provider. Across loaded filings, total reported compensation is $968.
- How many plans report Morningstar Investment Managment as a service provider?
- Morningstar Investment Managment appears on 3 loaded plan(s) across 3 sponsor(s).
Related Form 5500 pages
- Lamberti Usa, Inc. Profit Sharing & Savings Plan (plan 001)
- Lamberti Usa, Inc. — all reported plans
- Greater Philadelphia Health Action, Inc. 401(K) Plan (plan 001)
- Greater Philadelphia Health Action, Inc — all reported plans
- Zippo And Affiliates 401(K) Plan (plan 002)
- Zippo Manufacturing Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources