Morningstar Investment Mgmt — 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 Mgmt is reported as a service provider on 26 loaded Form 5500 filing(s) across 26 plan sponsor(s) and 26 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $158,835 and reported indirect compensation totals $3,182.
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 Mgmt. Bars show relative scale.
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State footprint
Where Morningstar Investment Mgmt 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 Mgmt are sponsored, by plan count.
- 1Tulsa, OK2 plan(s)
- 2Los Angeles, CA2 plan(s)
- 3Bakersfield, CA1 plan(s)
- 4Baton Rouge, LA1 plan(s)
- 5Monrovia, CA1 plan(s)
- 6Salinas, CA1 plan(s)
- 7Whitestown, IN1 plan(s)
- 8Chicago, IL1 plan(s)
- 9El Segundo, CA1 plan(s)
- 10Yuma, AZ1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Karl Storz Endoscopy-America, Inc., CA · Direct $84.6K · 2023
- 2Alfred Benesch & Company, IL · Direct $24K · Indirect $0 · 2023
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- 6Sigma Engineers & Constructors, L.L.C., LA · Direct $5.4K · 2023
- 7Insulation Specialists Of Tulsa Inc, OK · Direct $3.3K · Indirect $1.7K · 2023
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- 9Ziegler Companies, OH · Direct $851 · Indirect $1.1K · 2023
- 10Texans Anesthesia Associates Pllc, TX · Direct $1.7K · 2023
- 11
- 12Business Training Library, LLC, MO · Direct $968 · 2023
- 13Enza Zaden North America, Inc., CA · Direct $498 · 2023
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- 15Milwaukee Rescue Mission, WI · Direct $0 · Indirect $287 · 2023
- 16Facility Concepts, Inc., IN · Direct $31 · Indirect $162 · 2023
- 17Barkley Ag Enterprises, LLC, AZ · Direct $63 · 2023
- 18The Ecumenical Community, PA · Direct $42 · 2023
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- 20Vika Companies, LLC, VA · Direct $0 · Indirect $0 · 2023
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- 23Limco-Piedmont, Inc., OK · Direct $0 · Indirect $0 · 2023
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Related Form 5500 pages
- Karl Storz Endoscopy-America, Inc. Employee Savings Plan (plan 001)
- Karl Storz Endoscopy-America, Inc. — all reported plans
- Employees Profit Sharing 401(K) Plan Of Alfred Benesch & Company (plan 002)
- Alfred Benesch & Company — all reported plans
- Jacques Moret, Inc. 401(K) Plan And Trust (plan 333)
- Jacques Moret, Inc. — all reported plans
- Connectone Bank 401k Plan (plan 001)
- Connectone Bank — all reported plans
- Amada Weld Tech Inc. 401(K) Plan And Trust (plan 001)
- Amada Weld Tech Inc. — all reported plans
- Sigma Engineers & Constructors, L.L.C. 401(K) Profit Sharing Plan (plan 001)
- Sigma Engineers & Constructors, L.L.C. — all reported plans
- Isti Plant Services 401(K) Retirement Plan (plan 001)
- Insulation Specialists Of Tulsa Inc — all reported plans
- Crouse Medical Practice, Pllc 401(K) Plan (plan 001)
- Crouse Medical Practice, Pllc — all reported plans
- Ziegler Companies Retirement Savings Plan (plan 001)
- Ziegler Companies — all reported plans
- Texans Anesthesiology Associates 401(K) Plan (plan 001)
- Texans Anesthesia Associates Pllc — all reported plans
- Advance Paper Box Company Union 401(K) Plan (plan 002)
- Advance Paper Box Company — all reported plans
- Business Training Library, LLC 401(K) Profit Sharing Plan (plan 001)
- Business Training Library, LLC — all reported plans
- Enza Zaden North America, Inc. Retirement Savings Plan (plan 001)
- Enza Zaden North America, Inc. — all reported plans
- Bidart Bros. 401(K) Profit Sharing Plan (plan 002)
- Bidart Bros. — all reported plans
- Milwaukee Rescue Mission Employee Retirement Savings Plan (plan 001)
- Milwaukee Rescue Mission — all reported plans
- Facility Concepts, Inc. 401(K) Plan (plan 002)
- Facility Concepts, Inc. — all reported plans
- Barkley Ag Enterprises, LLC 401(K) Profit Sharing Plan And Trust Agreement (plan 001)
- Barkley Ag Enterprises, LLC — all reported plans
- The Ecumenical Community Of Harrisburg 401(K) Plan (plan 001)
- The Ecumenical Community — all reported plans
- Community Living 401(K) Retirement Plan (plan 001)
- Community Living — all reported plans
- Vika Companies, LLC 401(K) Profit Sharing Plan (plan 001)
- Vika Companies, LLC — all reported plans
- Cmi Group 401(K) Plan (plan 002)
- Cassavant Machining, Inc. — all reported plans
- Ats 401(K) Plan (plan 001)
- Ats Esop Holdings, Inc. — all reported plans
- Limco-Piedmont, Inc. 401(K) Retirement Plan (plan 001)
- Limco-Piedmont, Inc. — all reported plans
- T&W Tire 401(K) Profit Sharing Plan (plan 001)
- T & W Tire Company — all reported plans
- Mocean Retirement Plan (plan 003)
- Mocean, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources