Morgan Stanley Global Banking — 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 Banking is reported as a service provider on 46 loaded Form 5500 filing(s) across 45 plan sponsor(s) and 46 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,625,977 and reported indirect compensation totals $39,484.
Reported compensation summary
- Reported direct compensation
- $2,625,977
- Reported indirect compensation
- $39,484
- Total reported compensation
- $2,665,461
- Filings
- 46
- Plan sponsors
- 45
- Plans
- 46
- 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 |
|---|---|---|---|
| Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund | MI | 1 | $394,113 |
| Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity | MI | 1 | $275,000 |
| Mesa Air Group Inc | AZ | 1 | $147,098 |
| Pinebridge Investments Holdings Us LLC | NY | 1 | $107,224 |
| Superior Plus Energy Services, Inc. | NY | 1 | $91,815 |
| Bozzuto & Associates, Inc. | MD | 1 | $89,430 |
| Sheet Metal Workers Local 33 | OH | 1 | $89,075 |
| The Annie E. Casey Foundation, Inc. | MD | 2 | $88,750 |
| Virtua Health | NJ | 1 | $85,000 |
| Northeast Communications Of Wisconsin, Inc. Dba Nsight | WI | 1 | $80,701 |
State footprint
Plans reporting Morgan Stanley Global Banking are sponsored in MI (10), CA (5), OH (3), TN (3), CT (3), NY (3), MD (3), WI (2), GA (2), VA (2), MO (1), HI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund | Michigan Regional Council Of Carpenters' Annuity Fund | 2023 | $394,113 | not reported in the loaded dataset |
| Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity | Carpenters' Pension Trust Fund - Detroit And Vicinity | 2023 | $275,000 | not reported in the loaded dataset |
| Mesa Air Group Inc | Mesa Air Group Inc 401k Plan | 2023 | $147,098 | not reported in the loaded dataset |
| Pinebridge Investments Holdings Us LLC | Pinebridge 401(K) Retirement Savings Plan | 2023 | $107,224 | not reported in the loaded dataset |
| Superior Plus Energy Services, Inc. | Superior Plus Energy Services, Inc. 401(K) Retirement Plan | 2023 | $91,815 | not reported in the loaded dataset |
| Bozzuto & Associates, Inc. | Bozzuto & Associates, Inc. 401(K) Plan | 2023 | $89,430 | not reported in the loaded dataset |
| Sheet Metal Workers Local 33 | Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan | 2023 | $89,075 | not reported in the loaded dataset |
| Virtua Health | Virtua 401(K) Savings Plan | 2023 | $85,000 | not reported in the loaded dataset |
| Northeast Communications Of Wisconsin, Inc. Dba Nsight | Northeast Communications Of Wi, Inc Dba Nsight | 2023 | $80,701 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Mrcc Employee Benefits Fund | Michigan Regional Council Of Carpenters' Employee Benefits Fund | 2023 | $72,313 | not reported in the loaded dataset |
| Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership | Retirement Plan Of Goodsill Anderson Quinn & Stifel | 2023 | $71,202 | not reported in the loaded dataset |
| Michigan Bac Pension Fund | Michigan Bac Pension Fund | 2023 | $67,933 | not reported in the loaded dataset |
| Maritz Holdings Inc. | Maritz Holdings Inc. Employees' Investment Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Colony Brands, Inc. | Colony Brands, Inc. Retirement Savings Plan | 2023 | $60,000 | not reported in the loaded dataset |
| Covenant Transport, Inc. | Covenant Transportation Group 401(K) & Profit Sharing Plan | 2023 | $59,775 | not reported in the loaded dataset |
| Joint Board Of Trustees Bricklayer Pension Trust Fund | Bricklayers' Pension Trust Fund-Metropolitan Area | 2023 | $57,768 | not reported in the loaded dataset |
| Equity Resources, Inc | Equity Resources, Inc 401k Profit Sharing Plan | 2023 | $57,608 | not reported in the loaded dataset |
| The Annie E. Casey Foundation, Inc. | The Annie E. Casey Foundation Retirement Plan | 2023 | $52,500 | not reported in the loaded dataset |
| Bd Of Trustees-Southern Ct Ibew Annuity Fund | Southern Ct Ibew Annuity Plan | 2023 | $51,902 | $0 |
| Pmc Global, Inc. | Pmc Global, Inc. And Subsidiaries Employees' Retirement Savings Plan | 2023 | $48,748 | not reported in the loaded dataset |
| Two Men And A Truck International, LLC | Two Men And A Truck International, LLC 401(K)Plan | 2023 | $47,470 | not reported in the loaded dataset |
| Valley Presbyterian Hospital | Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital | 2023 | $46,399 | not reported in the loaded dataset |
| Adams Construction Company | Adams Construction Company Employees 401(K) Plan | 2023 | $42,939 | not reported in the loaded dataset |
| Act1 Federal LLC | Act1 401(K) Plan | 2023 | $39,692 | not reported in the loaded dataset |
| Broussard Brothers, Inc. | Broussard Brothers, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $39,484 |
| Green Diamond Resource Company | Green Diamond Savings Plan | 2023 | $38,000 | not reported in the loaded dataset |
| Ruscilli Construction Co. LLC | Ruscilli Construction Co. LLC 401(K) Profit Sharing Plan | 2023 | $37,694 | not reported in the loaded dataset |
| Madison Precision Products, Inc. | Madison Precision Products, Inc. Retirement Plan | 2023 | $36,758 | $0 |
| The Annie E. Casey Foundation, Inc. | The Annie E. Casey Foundation 403(B) Savings Plan | 2023 | $36,250 | not reported in the loaded dataset |
| Gavin De Becker & Associates, L.P | Gavin De Becker & Associates, L.P 401(K) Plan | 2023 | $35,223 | not reported in the loaded dataset |
| Teamsters Local Union No.115 Health And Welfare Fund | Teamsters Local Union No. 115 Health And Welfare Fund | 2023 | $28,875 | not reported in the loaded dataset |
| Saginaw Products Corporation | Saginaw Products Corporation 401(K) Plan | 2023 | $24,753 | not reported in the loaded dataset |
| Ibew Local 508 Pension Fund | Ibew Local 508 Pension Fund | 2023 | $22,500 | not reported in the loaded dataset |
| Fresh Direct Holdings, Inc | Utf Trucking Bargaining Unit 401k | 2023 | $21,321 | not reported in the loaded dataset |
| Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan | Iron Workers District Council Of Tn Valley & Vicinity Welfare Plan | 2023 | $20,542 | not reported in the loaded dataset |
| Timex Group Usa, Inc. | Timex Group Usa, Inc. Savings Plan For Salaried Employees | 2023 | $20,383 | not reported in the loaded dataset |
| Cleveland Group, Inc. | Cleveland Group, Inc. And Subsidiaries 401(K) Profit Sharing Plan | 2023 | $13,998 | not reported in the loaded dataset |
| Small Business Resource Center | Sbam Retirement Savings 401(K) Pooled Employer Plan | 2023 | $13,009 | not reported in the loaded dataset |
| Vinfen Corporation | Vinfen 403(B) Employee Retirement Savings Plan | 2023 | $11,250 | not reported in the loaded dataset |
| Adir International, LLC Dba Curacao | Curacao 401(K) Plan | 2023 | $10,898 | not reported in the loaded dataset |
| Plumbers & Steamfitters Local 43 H & W Fund | Plumbers & Steamfitters Local 43 H & W Fund | 2023 | $10,068 | not reported in the loaded dataset |
| Emanate Health Mso | Emanate Health Mso 401(K) Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Kalamazoo Plumbers & Pipefitters 357 401(K) | Kalamazoo Plumbers & Pipefitters Local 357 401(K) Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Plumbers Pipefitters 357 Health & Welfare | Kalamazoo Plumbers & Pipefitters Local Union No. 357 Health & Welfare Benefit Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Board Of Trustees Of The Worcester Plumbers & | Worcester Plumbers & Pipefitters Health & Welfare Fund | 2023 | $10,000 | $0 |
| The Farrell Distributing Corporation | Farrell Distributing Corporation 401(K) Plan | 2023 | $8,750 | not reported in the loaded dataset |
Related Form 5500 pages
- Michigan Regional Council Of Carpenters' Annuity Fund (plan 001)
- Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund — all reported plans
- Carpenters' Pension Trust Fund - Detroit And Vicinity (plan 001)
- Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity — all reported plans
- Mesa Air Group Inc 401k Plan (plan 001)
- Mesa Air Group Inc — all reported plans
- Pinebridge 401(K) Retirement Savings Plan (plan 001)
- Pinebridge Investments Holdings Us LLC — all reported plans
- Superior Plus Energy Services, Inc. 401(K) Retirement Plan (plan 002)
- Superior Plus Energy Services, Inc. — all reported plans
- Bozzuto & Associates, Inc. 401(K) Plan (plan 001)
- Bozzuto & Associates, Inc. — all reported plans
- Sheet Metal Workers' Local 33 Profit Sharing Annuity Plan (plan 001)
- Sheet Metal Workers Local 33 — all reported plans
- Virtua 401(K) Savings Plan (plan 002)
- Virtua Health — all reported plans
- Northeast Communications Of Wi, Inc Dba Nsight (plan 001)
- Northeast Communications Of Wisconsin, Inc. Dba Nsight — all reported plans
- Michigan Regional Council Of Carpenters' Employee Benefits Fund (plan 501)
- Joint Board Of Trustees Of Mrcc Employee Benefits Fund — all reported plans
- Retirement Plan Of Goodsill Anderson Quinn & Stifel (plan 001)
- Goodsill Anderson Quinn & Stifel A Limited Liability Law Partnership — all reported plans
- Michigan Bac Pension Fund (plan 001)
- Michigan Bac Pension Fund — all reported plans
- Maritz Holdings Inc. Employees' Investment Plan (plan 002)
- Maritz Holdings Inc. — all reported plans
- Colony Brands, Inc. Retirement Savings Plan (plan 002)
- Colony Brands, Inc. — all reported plans
- Covenant Transportation Group 401(K) & Profit Sharing Plan (plan 001)
- Covenant Transport, Inc. — all reported plans
- Bricklayers' Pension Trust Fund-Metropolitan Area (plan 001)
- Joint Board Of Trustees Bricklayer Pension Trust Fund — all reported plans
- Equity Resources, Inc 401k Profit Sharing Plan (plan 001)
- Equity Resources, Inc — all reported plans
- The Annie E. Casey Foundation Retirement Plan (plan 005)
- The Annie E. Casey Foundation, Inc. — all reported plans
- Southern Ct Ibew Annuity Plan (plan 001)
- Bd Of Trustees-Southern Ct Ibew Annuity Fund — all reported plans
- Pmc Global, Inc. And Subsidiaries Employees' Retirement Savings Plan (plan 001)
- Pmc Global, Inc. — all reported plans
- Two Men And A Truck International, LLC 401(K)Plan (plan 002)
- Two Men And A Truck International, LLC — all reported plans
- Tax Deferred Annuity Program For Employees Of Valley Presbyterian Hospital (plan 003)
- Valley Presbyterian Hospital — all reported plans
- Adams Construction Company Employees 401(K) Plan (plan 001)
- Adams Construction Company — all reported plans
- Act1 401(K) Plan (plan 005)
- Act1 Federal LLC — all reported plans
- Broussard Brothers, Inc. 401(K) Profit Sharing Plan (plan 002)
- Broussard Brothers, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources