Morgan Stanley Investment — 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 Investment is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $13,425,955 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $13,425,955
- Reported indirect compensation
- $0
- Total reported compensation
- $13,425,955
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Consolidated Edison Company Of New York, Inc. | NY | 1 | $11,476,437 |
| United Parcel Service Of America, Inc. | GA | 1 | $1,293,164 |
| Verizon Communications Inc. | NJ | 1 | $656,354 |
State footprint
Plans reporting Morgan Stanley Investment are sponsored in GA (1), NJ (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Consolidated Edison Company Of New York, Inc. | Consolidated Edison Retirement Plan | 2023 | $11,476,437 | $0 |
| United Parcel Service Of America, Inc. | Ups Group Trust | 2023 | $1,293,164 | not reported in the loaded dataset |
| Verizon Communications Inc. | Bell Atlantic Master Trust | 2023 | $656,354 | $0 |
Related Form 5500 pages
- Consolidated Edison Retirement Plan (plan 001)
- Consolidated Edison Company Of New York, Inc. — all reported plans
- Ups Group Trust (plan 001)
- United Parcel Service Of America, Inc. — all reported plans
- Bell Atlantic Master Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources