Morgan Stanley Graystone — 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 Graystone is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $481,977 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$481,977
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$481,977
Filings
12
Plan sponsors
12
Plans
12
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

Plan sponsors reporting the most compensation to Morgan Stanley Graystone
SponsorStatePlansReported compensation
Bd Trustees Ret And Pension Plan For Officers AndNY1$75,000
Joint Pension Fund Of Local Union No 102 Ibew Board Of TrusteesNJ1$62,727
Techmer Pm, LLCTN1$62,378
Int'L Brotherhood Of Elect. Workers Local Union 400 Pension FundNJ1$51,805
Board Of Trustees, Entertainment Industry Flex PlanCA1$50,000
Board Of Trustees Local 804 Welfare Trust FundNY1$40,000
Plumbers Pension Fund Local 24 Board Of TrusteesNJ1$34,000
Plumbers Local 24 Annuity FundNJ1$29,920
Ibew Local No 102 Welfare Fund Board Of TrusteesNJ1$20,909
Trustees Of Ibew Local Union No.126 Retirement PlanPA1$20,000

State footprint

Plans reporting Morgan Stanley Graystone are sponsored in NJ (6), NY (3), CA (1), PA (1), TN (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Bd Trustees Ret And Pension Plan For Officers AndRetirement And Pension Plan For Officers & Employees Of The Nycdcc And Related Organizations2023$75,000not reported in the loaded dataset
Joint Pension Fund Of Local Union No 102 Ibew Board Of TrusteesJoint Pension Fund Of Local Union No 1022023$62,727not reported in the loaded dataset
Techmer Pm, LLCTechmer Pm, LLC 401(K) Profit Sharing Plan2023$62,378not reported in the loaded dataset
Int'L Brotherhood Of Elect. Workers Local Union 400 Pension FundLocal Union 400 I.B.E.W. Pension Plan2023$51,805not reported in the loaded dataset
Board Of Trustees, Entertainment Industry Flex PlanEntertainment Industry Flex Plan2023$50,000not reported in the loaded dataset
Board Of Trustees Local 804 Welfare Trust FundLocal 804 Welfare Trust Fund2023$40,000not reported in the loaded dataset
Plumbers Pension Fund Local 24 Board Of TrusteesUa Plumbers Local 24 Pension Fund2023$34,000not reported in the loaded dataset
Plumbers Local 24 Annuity FundPlumbers Local 24 Annuity Fund2023$29,920not reported in the loaded dataset
Ibew Local No 102 Welfare Fund Board Of TrusteesIbew Local No 102 Welfare Fund2023$20,909not reported in the loaded dataset
Trustees Of Ibew Local Union No.126 Retirement PlanIbew Local Union No. 126 Retirement Plan2023$20,000not reported in the loaded dataset
Board Of Trustees Iron Workers Local 580 Shop Pension FundIron Workers Local 580 Shop Pension Fund2023$17,738not reported in the loaded dataset
Trustees Of Local 400 Ibew Joint Annuity FundLocal Union 400 Ibew Joint Annuity Plan2023$17,500not reported in the loaded dataset

Related Form 5500 pages