What does Form 5500 Schedule C report about The Okby Group At Morgan Stanley?

Public Form 5500 Schedule C filings report compensation paid to The Okby Group At Morgan Stanley as a plan service provider. Across loaded filings, total reported compensation is $143,586.

How many plans report The Okby Group At Morgan Stanley as a service provider?

The Okby Group At Morgan Stanley appears on 1 loaded plan(s) across 1 sponsor(s).

The Okby Group At Morgan Stanley — 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, The Okby Group At Morgan Stanley 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 $143,586 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$143.6KDirect + indirect, across loaded filings$143,586

Plans served1

Plan sponsors1

Filings1

Direct vs. indirect compensation

Direct compensation$143.6K

Indirect compensationNot reported

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 sponsor share of compensation100%Curtis Lumber Company, Inc

Top state share of plans100%NY

Plan sponsors served1

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to The Okby Group At Morgan Stanley. Bars show relative scale.

1
Curtis Lumber Company, Inc$143.6K
NY · 1 plan(s)

Geographic reach

State footprint

Where The Okby Group At Morgan Stanley 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 The Okby Group At Morgan Stanley are sponsored, by plan count.

1
Ballston Spa, 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
Curtis Lumber Company, Incorporated Employee Savings & Profit Sharing Plan$143.6K
Curtis Lumber Company, Inc, NY · Direct $143.6K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about The Okby Group At Morgan Stanley?: Public Form 5500 Schedule C filings report compensation paid to The Okby Group At Morgan Stanley as a plan service provider. Across loaded filings, total reported compensation is $143,586.
How many plans report The Okby Group At Morgan Stanley as a service provider?: The Okby Group At Morgan Stanley appears on 1 loaded plan(s) across 1 sponsor(s).