Graystone Consulting/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, Graystone Consulting/Morgan Stanley is reported as a service provider on 11 loaded Form 5500 filing(s) across 11 plan sponsor(s) and 11 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,699,640 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $4,699,640
- Reported indirect compensation
- $0
- Total reported compensation
- $4,699,640
- Filings
- 11
- Plan sponsors
- 11
- Plans
- 11
- 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 |
|---|---|---|---|
| Board Of Trustees Of The I.A.M. National Pension Fund | DC | 1 | $1,412,500 |
| Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | CA | 1 | $1,329,952 |
| Board Of Trustees Metro Ila Pension Fund | NJ | 1 | $470,025 |
| District Council 16 Of Northern California Health And Welfare Trust | CA | 1 | $416,002 |
| Board Of Trustees Automotive Industries Pension Plan | CA | 1 | $383,392 |
| Board Of Trustees Of Stationary Engineers Local 39 | CA | 1 | $316,129 |
| Kroll, LLC | NY | 1 | $176,804 |
| Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity | CA | 1 | $100,000 |
| Board Of Trustees Of Automotive Industries Welfare Plan | CA | 1 | $70,634 |
| Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity | PA | 1 | $16,202 |
State footprint
Plans reporting Graystone Consulting/Morgan Stanley are sponsored in CA (6), NJ (2), DC (1), NY (1), PA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of The I.A.M. National Pension Fund | Iam National Pension Fund | 2023 | $1,412,500 | not reported in the loaded dataset |
| Bot Of Iuoe Stationary Engineers Local 39 Pension Plan | Iuoe Stationary Engineers Local 39 Pension Plan | 2023 | $1,329,952 | not reported in the loaded dataset |
| Board Of Trustees Metro Ila Pension Fund | Metro Ila Pension Fund | 2023 | $470,025 | not reported in the loaded dataset |
| District Council 16 Of Northern California Health And Welfare Trust | District Council 16 Northern California Health & Welfare Trust Fund | 2023 | $416,002 | not reported in the loaded dataset |
| Board Of Trustees Automotive Industries Pension Plan | Automotive Industries Pension Plan | 2023 | $383,392 | not reported in the loaded dataset |
| Board Of Trustees Of Stationary Engineers Local 39 | Stationary Engineers Local 39 Health And Welfare Plan | 2023 | $316,129 | not reported in the loaded dataset |
| Kroll, LLC | Kroll 401(K) Retirement Savings Plan | 2023 | $176,804 | not reported in the loaded dataset |
| Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity | Stationary Engineers Local 39 Annuity Trust Fund | 2023 | $100,000 | not reported in the loaded dataset |
| Board Of Trustees Of Automotive Industries Welfare Plan | Automotive Industries Welfare Plan | 2023 | $70,634 | not reported in the loaded dataset |
| Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity | Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity | 2023 | $16,202 | $0 |
| Ibew #654 H & W Fund Trustees | I.B.E.W. Local Union #654 Health And Welfare Fund | 2023 | $8,000 | not reported in the loaded dataset |
Related Form 5500 pages
- Iam National Pension Fund (plan 002)
- Board Of Trustees Of The I.A.M. National Pension Fund — all reported plans
- Iuoe Stationary Engineers Local 39 Pension Plan (plan 001)
- Bot Of Iuoe Stationary Engineers Local 39 Pension Plan — all reported plans
- Metro Ila Pension Fund (plan 001)
- Board Of Trustees Metro Ila Pension Fund — all reported plans
- District Council 16 Northern California Health & Welfare Trust Fund (plan 501)
- District Council 16 Of Northern California Health And Welfare Trust — all reported plans
- Automotive Industries Pension Plan (plan 001)
- Board Of Trustees Automotive Industries Pension Plan — all reported plans
- Stationary Engineers Local 39 Health And Welfare Plan (plan 501)
- Board Of Trustees Of Stationary Engineers Local 39 — all reported plans
- Kroll 401(K) Retirement Savings Plan (plan 001)
- Kroll, LLC — all reported plans
- Stationary Engineers Local 39 Annuity Trust Fund (plan 001)
- Bd. Of Trust. Of Stationary Engineers Loc. 39 Annuity — all reported plans
- Automotive Industries Welfare Plan (plan 501)
- Board Of Trustees Of Automotive Industries Welfare Plan — all reported plans
- Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity (plan 501)
- Shopmen Iron Workers Welfare Plan Of Philadelphia & Vicinity — all reported plans
- I.B.E.W. Local Union #654 Health And Welfare Fund (plan 501)
- Ibew #654 H & W Fund Trustees — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources