Morgan Stanley Global Ba — 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, Morgan Stanley Global Ba is reported as a service provider on 15 loaded Form 5500 filing(s) across 15 plan sponsor(s) and 15 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $777,379 and reported indirect compensation totals $34,527.
Reported compensation summary
- Reported direct compensation
- $777,379
- Reported indirect compensation
- $34,527
- Total reported compensation
- $811,906
- Filings
- 15
- Plan sponsors
- 15
- Plans
- 15
- 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 |
|---|---|---|---|
| Sto Building Group Inc. | NY | 1 | $84,974 |
| Tech Mahindra (Americas) Inc. | TX | 1 | $84,153 |
| The Tri-M Group, L.L.C. | PA | 1 | $77,037 |
| Envision Management, LLC | CO | 1 | $64,769 |
| Independent Project Analysis, Inc. | VA | 1 | $64,239 |
| Tmg Insurance Services, LLC | IA | 1 | $64,083 |
| Baha Industries Corp. D/B/A Open Systems Technologies | NY | 1 | $62,076 |
| Brown & James, P.C. | MO | 1 | $57,625 |
| Associated Insurance Management, LLC | MA | 1 | $52,911 |
| Riverstone Equity Partners, Lp | NY | 1 | $43,711 |
State footprint
Plans reporting Morgan Stanley Global Ba are sponsored in NY (5), IA (1), IN (1), MA (1), MD (1), MO (1), NJ (1), PA (1), TX (1), CO (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Sto Building Group Inc. | Structure-Tone, Inc. Pension Plan | 2023 | $57,332 | $27,642 |
| Tech Mahindra (Americas) Inc. | Tech Mahindra Americas 401(K) Plan | 2023 | $84,153 | not reported in the loaded dataset |
| The Tri-M Group, L.L.C. | The Tri-M Group, L.L.C. 401(K) Savings & Investment Plan | 2023 | $77,037 | not reported in the loaded dataset |
| Envision Management, LLC | Envision Management, LLC 401(K) Profit Sharing Plan | 2023 | $64,769 | not reported in the loaded dataset |
| Independent Project Analysis, Inc. | Independent Project Analysis, Inc. 401(K) Plan | 2023 | $64,239 | not reported in the loaded dataset |
| Tmg Insurance Services, LLC | Guideone Insurance Company 401(K) Plan | 2023 | $64,005 | $78 |
| Baha Industries Corp. D/B/A Open Systems Technologies | Baha Industries Corp. D/B/A Open Systems Technologies 401(K) Plan | 2023 | $62,076 | not reported in the loaded dataset |
| Brown & James, P.C. | Brown & James, P.C. 401(K) Profit Sharing Plan | 2023 | $57,620 | $5 |
| Associated Insurance Management, LLC | Associated Insurance Management, LLC 401(K) Plan | 2023 | $52,911 | not reported in the loaded dataset |
| Riverstone Equity Partners, Lp | Riverstone Equity Partners, Lp 401(K) Profit Sharing Plan & Trust | 2023 | $43,711 | not reported in the loaded dataset |
| Moneylion, Inc. | Moneylion, Inc. 401(K) Profit Sharing Plan | 2023 | $33,108 | $6,802 |
| Blend360 LLC | Blend360 LLC 401(K) Plan | 2023 | $37,922 | not reported in the loaded dataset |
| Kc Engineering And Land Surveying, P.C. | Kc Engineering And Land Surveying, P.C. Profit Sharing 401(K) Plan | 2023 | $35,590 | not reported in the loaded dataset |
| Merchants Bancorp | Merchants Bancorp 401(K) Plan | 2023 | $27,650 | not reported in the loaded dataset |
| Renaissance Lakewood, LLC | Renaissance Lakewood, LLC. 401(K) Plan | 2023 | $15,256 | not reported in the loaded dataset |
Related Form 5500 pages
- Structure-Tone, Inc. Pension Plan (plan 002)
- Sto Building Group Inc. — all reported plans
- Tech Mahindra Americas 401(K) Plan (plan 001)
- Tech Mahindra (Americas) Inc. — all reported plans
- The Tri-M Group, L.L.C. 401(K) Savings & Investment Plan (plan 005)
- The Tri-M Group, L.L.C. — all reported plans
- Envision Management, LLC 401(K) Profit Sharing Plan (plan 001)
- Envision Management, LLC — all reported plans
- Independent Project Analysis, Inc. 401(K) Plan (plan 001)
- Independent Project Analysis, Inc. — all reported plans
- Guideone Insurance Company 401(K) Plan (plan 002)
- Tmg Insurance Services, LLC — all reported plans
- Baha Industries Corp. D/B/A Open Systems Technologies 401(K) Plan (plan 001)
- Baha Industries Corp. D/B/A Open Systems Technologies — all reported plans
- Brown & James, P.C. 401(K) Profit Sharing Plan (plan 001)
- Brown & James, P.C. — all reported plans
- Associated Insurance Management, LLC 401(K) Plan (plan 001)
- Associated Insurance Management, LLC — all reported plans
- Riverstone Equity Partners, Lp 401(K) Profit Sharing Plan & Trust (plan 001)
- Riverstone Equity Partners, Lp — all reported plans
- Moneylion, Inc. 401(K) Profit Sharing Plan (plan 001)
- Moneylion, Inc. — all reported plans
- Blend360 LLC 401(K) Plan (plan 001)
- Blend360 LLC — all reported plans
- Kc Engineering And Land Surveying, P.C. Profit Sharing 401(K) Plan (plan 001)
- Kc Engineering And Land Surveying, P.C. — all reported plans
- Merchants Bancorp 401(K) Plan (plan 001)
- Merchants Bancorp — all reported plans
- Renaissance Lakewood, LLC. 401(K) Plan (plan 001)
- Renaissance Lakewood, LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources