What does Form 5500 Schedule C report about Morningstar Investment Managment L?

Public Form 5500 Schedule C filings report compensation paid to Morningstar Investment Managment L as a plan service provider. Across loaded filings, total reported compensation is $0.

How many plans report Morningstar Investment Managment L as a service provider?

Morningstar Investment Managment L appears on 1 loaded plan(s) across 1 sponsor(s).

Morningstar Investment Managment L — 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 L is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$0Direct + indirect, across loaded filings

Plans served1

Plan sponsors1

Filings1

Direct vs. indirect compensation

Direct compensation$0

Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top state share of plans100%NY

Plan sponsors served1

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Morningstar Investment Managment L. Bars show relative scale.

1
Facsimile Communications Industries, Inc. Dba Atlantic Tomorrowsoffice$0
NY · 1 plan(s)

Geographic reach

State footprint

Where Morningstar Investment Managment L 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.

1
NY1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Morningstar Investment Managment L are sponsored, by plan count.

1
New York, NY1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Atlantic Tomorrowsoffice 401(K)Plan$0
Facsimile Communications Industries, Inc. Dba Atlantic Tomorrowsoffice, NY · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Morningstar Investment Managment L?: Public Form 5500 Schedule C filings report compensation paid to Morningstar Investment Managment L as a plan service provider. Across loaded filings, total reported compensation is $0.
How many plans report Morningstar Investment Managment L as a service provider?: Morningstar Investment Managment L appears on 1 loaded plan(s) across 1 sponsor(s).