Morningstar Investment Service — 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 Service is reported as a service provider on 34 loaded Form 5500 filing(s) across 21 plan sponsor(s) and 22 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $867,406 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $867,406
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $867,406
- Filings
- 34
- Plan sponsors
- 21
- Plans
- 22
- 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 |
|---|---|---|---|
| United Airlines, Inc. | IL | 1 | $348,806 |
| Intermountain Health Care, Inc. | UT | 1 | $96,000 |
| Intuit Inc. | CA | 1 | $44,017 |
| Frontier Airlines, Inc. | CO | 1 | $38,948 |
| Southern California Edison Company | CA | 1 | $38,207 |
| Hutchinson Clinic, P.A. | KS | 1 | $37,705 |
| Humana Inc. | KY | 1 | $33,760 |
| Apple Inc. | CA | 1 | $28,221 |
| Jetblue Airways Corporation | NY | 1 | $26,604 |
| Southern California Permanente Medical Group | CA | 1 | $25,460 |
State footprint
Plans reporting Morningstar Investment Service are sponsored in CA (6), CO (4), IL (2), KS (2), TX (2), UT (1), VA (1), FL (1), KY (1), NY (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $184,767 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $164,039 | not reported in the loaded dataset |
| Intermountain Health Care, Inc. | Intermountain Healthcare Savings Plus 401(K) Plan | 2023 | $96,000 | not reported in the loaded dataset |
| Hutchinson Clinic, P.A. | Hutchinson Clinic, P.A. Employees' 401k Profit Sharing Plan And Trust | 2023 | $37,705 | not reported in the loaded dataset |
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $33,760 | not reported in the loaded dataset |
| Southern California Edison Company | Edison 401(K) Savings Plan | 2023 | $27,178 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $25,460 | not reported in the loaded dataset |
| Intuit Inc. | Intuit Inc. 401(K) Plan | 2023 | $23,900 | not reported in the loaded dataset |
| Black & Veatch Holding Company | Black & Veatch Retirement Program | 2023 | $22,118 | not reported in the loaded dataset |
| Frontier Airlines, Inc. | Frontier Airlines, Inc. 401(K) Retirement Plan | 2023 | $21,383 | not reported in the loaded dataset |
| Intuit Inc. | Intuit Inc. 401(K) Plan | 2023 | $20,117 | not reported in the loaded dataset |
| Frontier Airlines, Inc. | Frontier Airlines, Inc. 401(K) Retirement Plan | 2023 | $17,565 | not reported in the loaded dataset |
| Apple Inc. | Apple 401(K) Plan | 2023 | $15,234 | not reported in the loaded dataset |
| Jetblue Airways Corporation | Jetblue Airways Retirement Plan | 2023 | $14,380 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | Seyfarth Shaw Llp 401(K) Savings And Retirement Plan | 2023 | $13,185 | not reported in the loaded dataset |
| Spirit Airlines, Inc. | Spirit Airlines, Inc. Pilots' Retirement Savings Plan | 2023 | $13,012 | not reported in the loaded dataset |
| Apple Inc. | Apple 401(K) Plan | 2023 | $12,987 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $12,963 | not reported in the loaded dataset |
| Jetblue Airways Corporation | Jetblue Airways Retirement Plan | 2023 | $12,224 | not reported in the loaded dataset |
| Seyfarth Shaw Llp | Seyfarth Shaw Llp 401(K) Savings And Retirement Plan | 2023 | $12,201 | not reported in the loaded dataset |
| Southern California Edison Company | Edison 401(K) Savings Plan | 2023 | $11,029 | not reported in the loaded dataset |
| The Aes Corporation | The Aes Corporation Retirement Savings Plan | 2023 | $10,686 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $9,591 | not reported in the loaded dataset |
| Carepoint Health, LLC | Carepoint Health, LLC 401(K) Profit Sharing Plan | 2023 | $9,425 | not reported in the loaded dataset |
| Radiology Partners, Inc. | Radiology Partners, Inc. Partner Plan | 2023 | $8,463 | not reported in the loaded dataset |
| Carepoint Health, LLC | Carepoint Health, LLC 401(K) Profit Sharing Plan | 2023 | $8,419 | not reported in the loaded dataset |
| Allen Matkins Leck Gamble Mallory & Natsis Llp | Allen Matkins Profit Sharing And 401(K) Plan | 2023 | $8,276 | not reported in the loaded dataset |
| Kestra Financial, Inc. | Kestra Financial, Inc. 401(K) Plan | 2023 | $6,817 | not reported in the loaded dataset |
| Radiology Partners, Inc. | Radiology Partners, Inc. Partner Plan | 2023 | $6,348 | not reported in the loaded dataset |
| Ameriteam Services, LLC | Teamhealth 401(K) Plan | 2023 | $6,315 | not reported in the loaded dataset |
| Sherman & Howard L.L.C. | Sherman & Howard Retirement Plan (2) | 2023 | $671 | not reported in the loaded dataset |
| Sherman & Howard L.L.C. | Sherman & Howard Retirement Plan (2) | 2023 | $623 | not reported in the loaded dataset |
| Sherman & Howard L.L.C. | Sherman & Howard Retirement Plan (1) | 2023 | $293 | not reported in the loaded dataset |
| Sherman & Howard L.L.C. | Sherman & Howard Retirement Plan (1) | 2023 | $272 | not reported in the loaded dataset |
Related Form 5500 pages
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- Intermountain Healthcare Savings Plus 401(K) Plan (plan 002)
- Intermountain Health Care, Inc. — all reported plans
- Hutchinson Clinic, P.A. Employees' 401k Profit Sharing Plan And Trust (plan 002)
- Hutchinson Clinic, P.A. — all reported plans
- Humana Retirement Savings Plan (plan 002)
- Humana Inc. — all reported plans
- Edison 401(K) Savings Plan (plan 002)
- Southern California Edison Company — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Intuit Inc. 401(K) Plan (plan 001)
- Intuit Inc. — all reported plans
- Black & Veatch Retirement Program (plan 002)
- Black & Veatch Holding Company — all reported plans
- Frontier Airlines, Inc. 401(K) Retirement Plan (plan 003)
- Frontier Airlines, Inc. — all reported plans
- Intuit Inc. 401(K) Plan (plan 001)
- Frontier Airlines, Inc. 401(K) Retirement Plan (plan 003)
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Jetblue Airways Retirement Plan (plan 001)
- Jetblue Airways Corporation — all reported plans
- Seyfarth Shaw Llp 401(K) Savings And Retirement Plan (plan 004)
- Seyfarth Shaw Llp — all reported plans
- Spirit Airlines, Inc. Pilots' Retirement Savings Plan (plan 002)
- Spirit Airlines, Inc. — all reported plans
- Apple 401(K) Plan (plan 001)
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- Jetblue Airways Retirement Plan (plan 001)
- Seyfarth Shaw Llp 401(K) Savings And Retirement Plan (plan 004)
- Edison 401(K) Savings Plan (plan 002)
- The Aes Corporation Retirement Savings Plan (plan 006)
- The Aes Corporation — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Carepoint Health, LLC 401(K) Profit Sharing Plan (plan 002)
- Carepoint Health, LLC — all reported plans
- Radiology Partners, Inc. Partner Plan (plan 003)
- Radiology Partners, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources