Morgan Stanley Insurance Services — 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 Insurance Services is reported as a service provider on 17 loaded Form 5500 filing(s) across 17 plan sponsor(s) and 17 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $14,474 and reported indirect compensation totals $74,425.
Reported compensation summary
- Reported direct compensation
- $14,474
- Reported indirect compensation
- $74,425
- Total reported compensation
- $88,899
- Filings
- 17
- Plan sponsors
- 17
- Plans
- 17
- 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 |
|---|---|---|---|
| Warren W. Fane, Inc. | NY | 1 | $46,661 |
| Conesys, Inc. | CA | 1 | $14,996 |
| Ki (Usa) Corporation | KY | 1 | $14,474 |
| Forkidcare, LLC | FL | 1 | $3,114 |
| Autobody Products, Inc. | PA | 1 | $2,607 |
| Fort Collins Womens Clinic, P.C. | CO | 1 | $1,999 |
| Rock Of Ages Corporation | VT | 1 | $1,068 |
| Kasco, LLC | MI | 1 | $1,042 |
| The Integral Group, LLC | GA | 1 | $760 |
| Federal Warehouse Company | IL | 1 | $664 |
State footprint
Plans reporting Morgan Stanley Insurance Services are sponsored in CA (2), CO (2), KY (2), NY (2), GA (1), IL (1), VT (1), MI (1), NJ (1), WI (1), PA (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Warren W. Fane, Inc. | Warren W. Fane, Inc. Profit Sharing/401(K) Plan | 2023 | $0 | $46,661 |
| Conesys, Inc. | Conesys, Inc. And Affiliated Companies 401 (K) Plan | 2023 | $0 | $14,996 |
| Ki (Usa) Corporation | Ki(Usa)Corporation 401(K)Plan | 2023 | $14,474 | not reported in the loaded dataset |
| Forkidcare, LLC | Forkidcare, LLC 401(K) Retirement Savings Plan | 2023 | $0 | $3,114 |
| Autobody Products, Inc. | Autobody Products, Inc. Profit Sharing Plan | 2023 | $0 | $2,607 |
| Fort Collins Womens Clinic, P.C. | Fort Collins Women'S Clinic, P.C. 401(K) Plan | 2023 | $0 | $1,999 |
| Rock Of Ages Corporation | Swenson Granite 401(K) Retirement Plan | 2023 | $0 | $1,068 |
| Kasco, LLC | Kasco Capricorn 401(K) Plan | 2023 | $0 | $1,042 |
| The Integral Group, LLC | The Integral Group, LLC 401(K) Plan | 2023 | $0 | $760 |
| Federal Warehouse Company | The Federal Companies 401(K) Retirement Plan And Trust | 2023 | $0 | $664 |
| Ic Employee Leasing LLC | Ic Employee Leasing LLC 401(K) Plan | 2023 | $0 | $494 |
| Chv Egg Harbor Inc. | Bennett Mt. Kisco Chevrolet 401(K) Plan | 2023 | $0 | $381 |
| Charter Oak Health Center, Inc. | Charter Oak Health Center, Inc. 403(B) Profit Sharing Plan | 2023 | $0 | $276 |
| Kentucky Organ Donor Affiliates | Kentucky Organ Donor Affiliates 401(K) Plan | 2023 | $0 | $240 |
| V. Marchese, Inc. | V. Marchese, Inc. Profit Sharing Plan | 2023 | $0 | $123 |
| Islands Hospice, Inc. | Islands Hospice, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Trollco, Inc. | Trollco, Inc. 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Warren W. Fane, Inc. Profit Sharing/401(K) Plan (plan 001)
- Warren W. Fane, Inc. — all reported plans
- Conesys, Inc. And Affiliated Companies 401 (K) Plan (plan 001)
- Conesys, Inc. — all reported plans
- Ki(Usa)Corporation 401(K)Plan (plan 002)
- Ki (Usa) Corporation — all reported plans
- Forkidcare, LLC 401(K) Retirement Savings Plan (plan 001)
- Forkidcare, LLC — all reported plans
- Autobody Products, Inc. Profit Sharing Plan (plan 001)
- Autobody Products, Inc. — all reported plans
- Fort Collins Women'S Clinic, P.C. 401(K) Plan (plan 001)
- Fort Collins Womens Clinic, P.C. — all reported plans
- Swenson Granite 401(K) Retirement Plan (plan 003)
- Rock Of Ages Corporation — all reported plans
- Kasco Capricorn 401(K) Plan (plan 001)
- Kasco, LLC — all reported plans
- The Integral Group, LLC 401(K) Plan (plan 001)
- The Integral Group, LLC — all reported plans
- The Federal Companies 401(K) Retirement Plan And Trust (plan 002)
- Federal Warehouse Company — all reported plans
- Ic Employee Leasing LLC 401(K) Plan (plan 001)
- Ic Employee Leasing LLC — all reported plans
- Bennett Mt. Kisco Chevrolet 401(K) Plan (plan 002)
- Chv Egg Harbor Inc. — all reported plans
- Charter Oak Health Center, Inc. 403(B) Profit Sharing Plan (plan 001)
- Charter Oak Health Center, Inc. — all reported plans
- Kentucky Organ Donor Affiliates 401(K) Plan (plan 003)
- Kentucky Organ Donor Affiliates — all reported plans
- V. Marchese, Inc. Profit Sharing Plan (plan 001)
- V. Marchese, Inc. — all reported plans
- Islands Hospice, Inc. 401(K) Plan (plan 002)
- Islands Hospice, Inc. — all reported plans
- Trollco, Inc. 401(K) Plan (plan 002)
- Trollco, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources