Morgan Stanley Smith Barney — 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 Smith Barney is reported as a service provider on 428 loaded Form 5500 filing(s) across 411 plan sponsor(s) and 426 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $22,437,420 and reported indirect compensation totals $3,990,842.
Reported compensation summary
- Reported direct compensation
- $22,437,420
- Reported indirect compensation
- $3,990,842
- Total reported compensation
- $26,428,262
- Filings
- 428
- Plan sponsors
- 411
- Plans
- 426
- 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 |
|---|---|---|---|
| Trustees Of Ohio Carpenters' Pension Plan | MI | 1 | $1,661,938 |
| International Association Of Machinists And Aerospace Workers | MD | 1 | $1,472,086 |
| Trustees Of Michigan Electrical Employees' Pension Fund | MI | 1 | $991,214 |
| Wacker Chemical Corporation | MI | 2 | $577,832 |
| Green Mountain Power Corporation | VT | 2 | $488,031 |
| Trustees Of The Smart Local 265 Pension Fund | IL | 1 | $474,199 |
| Lewis Brisbois Bisgaard & Smith Llp | CA | 3 | $426,805 |
| St. Mary'S Medical Center | WV | 1 | $412,688 |
| Vhs Of Michigan | MI | 1 | $358,679 |
| Trustees Of Miami Ironworkers Local #272 Pension Trust Fund | FL | 1 | $356,619 |
State footprint
Plans reporting Morgan Stanley Smith Barney are sponsored in CA (67), NY (45), OH (24), NJ (23), TX (22), FL (21), MI (17), PA (16), IL (16), MA (15), AL (15), GA (13).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Trustees Of Ohio Carpenters' Pension Plan | Ohio Carpenters' Pension Plan | 2023 | $1,661,938 | not reported in the loaded dataset |
| International Association Of Machinists And Aerospace Workers | International Association Of Machinists And Aerospace Workers Pension Plan | 2023 | $1,472,086 | not reported in the loaded dataset |
| Trustees Of Michigan Electrical Employees' Pension Fund | Michigan Electrical Employees' Pension Plan | 2023 | $991,214 | $0 |
| Trustees Of The Smart Local 265 Pension Fund | Smart Local 265 Pension Fund | 2023 | $474,199 | not reported in the loaded dataset |
| St. Mary'S Medical Center | St. Mary'S Medical Center 403(B) Plan | 2023 | $412,688 | not reported in the loaded dataset |
| Wacker Chemical Corporation | Wacker Salaried Pension Plan | 2023 | $411,755 | not reported in the loaded dataset |
| Green Mountain Power Corporation | Employees' Retirement Plan Of Green Mountain Power Corporation | 2023 | $409,652 | $0 |
| Vhs Of Michigan | Detroit Medical Center Consolidated Pension Plan | 2023 | $358,679 | not reported in the loaded dataset |
| Trustees Of Miami Ironworkers Local #272 Pension Trust Fund | Miami Ironworkers Local #272 Pension Trust Fund | 2023 | $356,619 | $0 |
| Contractors Laborers Teamsters & Engineers Pension Plan | Contractors Laborers Teamsters & Engineers Pension Plan | 2023 | $342,235 | $0 |
| National Amusements, Inc. | National Amusements Pension Plan | 2023 | $324,350 | $0 |
| Trustees Of Ironworkers Local 808 Pension Fund | Ironworkers Local 808 Pension Fund | 2023 | $318,247 | $0 |
| Board Of Trustees, Sacramento Area Electrical Workers | Sacramento Area Electrical Workers Pension And Profit Sharing Plan | 2023 | $298,244 | not reported in the loaded dataset |
| Laborers' Local #157 Pension Fund | Laborers' Local #157 Pension Fund | 2023 | $262,605 | $0 |
| Trustees Of The International Union Of Operating Engineers | International Union Of Operating Engineers Local 841 Qualified Savings Plan | 2023 | $252,812 | $0 |
| Lewis Brisbois Bisgaard & Smith Llp | Lewis Brisbois Bisgaard & Smith Llp Employees 401(K) Plan | 2023 | $221,912 | $0 |
| Holley Performance Products, Inc | Holley Performance Products, Inc Retirement Accumulation Plan | 2023 | $205,039 | $0 |
| Cutco Corporation | Cutco Corporation Hourly Employees Pension Plan | 2023 | $191,818 | $0 |
| Local 4911 V.E.B.A C/O Benefits Administrative Service | Voluntary Local 4911 Retiree Medical Fund | 2023 | $180,342 | not reported in the loaded dataset |
| Citrus World, Inc. | Citrus World, Inc. 401(K) Retirement Plan | 2023 | $178,935 | not reported in the loaded dataset |
| Orohealth Corporation | Orohealth Corporation Retirement Plan | 2023 | $175,494 | not reported in the loaded dataset |
| Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund | Plumbers & Pipefitters Local 123 Pension Fund | 2023 | $174,746 | $0 |
| Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7 | Bricklayers & Allied Craftsmen Local 7 Pension | 2023 | $170,851 | not reported in the loaded dataset |
| Exelixis, Inc. | Exelixis, Inc. 401(K) Plan | 2023 | $0 | $167,378 |
| Wacker Chemical Corporation | Wacker Hourly Pension Plan | 2023 | $166,077 | not reported in the loaded dataset |
| Trustees Of Ironworkers Local 808 Annuity Fund | Ironworkers Local 808 Annuity Fund | 2023 | $163,964 | $0 |
| Board Of Trustees, Operating Engineers Annuity Plan | Pension Trust Fund For Operating Engineers Annuity Plan | 2023 | $160,000 | not reported in the loaded dataset |
| Walsworth Publishing Company, Inc. | Walsworth Publishing Company 401(K) Savings Plan | 2023 | $0 | $158,585 |
| Tidalhealth, Inc. | Tidalhealth Pension Plan | 2023 | $155,180 | not reported in the loaded dataset |
| Lewis Brisbois Bisgaard & Smith Llp | Lewis Brisbois Bisgaard & Smith Llp 401(K) Plan | 2023 | $143,960 | $0 |
| Riverbay Corporation | The Riverbay Corporation Retirement Plan | 2023 | $141,422 | not reported in the loaded dataset |
| Exeter Health Resources, Inc | Exeter Health Resources 403(B) Retirement Savings Plan | 2023 | $132,285 | not reported in the loaded dataset |
| Board Of Trustees Toledo Roofers Local No 134 Pension | Toledo Roofers Local No 134 Pension Plan | 2023 | $130,340 | not reported in the loaded dataset |
| Florida Trowel Trades Pension Trust Fund | Pension Plan Of The Florida Trowel Trades Pension Trust Fund | 2023 | $129,402 | not reported in the loaded dataset |
| Barrett Business Services, Inc. | Barrett Business Services, Inc. Retirement Savings Plan | 2023 | $127,500 | not reported in the loaded dataset |
| Cutco Corporation | Cutco Corporation Salaried Employees Pension Plan | 2023 | $126,734 | $0 |
| Ronetco Supermarkets,Inc. | Ronetco Supermarkets, Inc. Employees' Retirement Plan | 2023 | $126,563 | not reported in the loaded dataset |
| Graton Economic Development Auth | Graton Resort & Casino 401(K) Plan | 2023 | $124,958 | $0 |
| Alleima Special Metals, LLC | Alleima Special Metals LLC Retirement Plan | 2023 | $121,439 | not reported in the loaded dataset |
| Nv5, Inc. | Nv5, Inc. 401(K) Profit Sharing Plan | 2023 | $117,943 | $0 |
| Blue River Petcare Group, LLC | Blue River Petcare Group, LLC 401(K) Plan | 2023 | $117,612 | not reported in the loaded dataset |
| Navigant Credit Union | Navigant Credit Union Defined Benefit Pension Plan And Trust | 2023 | $116,551 | not reported in the loaded dataset |
| Board Of Trustees Of United Steelworkers Pension Trust Fund | United Steelworkers Of America, Afl-Cio-Clc Highway Contractors Multi-Employer Pension Plan | 2023 | $115,397 | not reported in the loaded dataset |
| The Fordyce Company | Retirement Plan For Employees Of Fordyce Company | 2023 | $115,218 | $0 |
| Cloud Software Group, Inc. | Citrix Systems, Inc. 401(K) Plan | 2023 | $112,649 | not reported in the loaded dataset |
| Steel Connect, Inc. | Moduslink Corp. Savings & Retirement 401(K) Plan | 2023 | $0 | $108,944 |
| Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund | U.A. Plumbers 63 & Steamfitters 353 Joint Pension | 2023 | $108,918 | not reported in the loaded dataset |
| Gonnella Baking Company | The Gonnella Pension Plan | 2023 | $108,049 | not reported in the loaded dataset |
| Peters Heating & Air Conditioning, Inc. | Peters Heating And Air Conditioning, Inc Profit Sharing Plan | 2023 | $107,696 | not reported in the loaded dataset |
| California Industrial Rubber Co., Inc. | California Industrial Rubber Co., Inc. 401(K) Profit Sharing Plan | 2023 | $106,697 | $0 |
Related Form 5500 pages
- Ohio Carpenters' Pension Plan (plan 001)
- Trustees Of Ohio Carpenters' Pension Plan — all reported plans
- International Association Of Machinists And Aerospace Workers Pension Plan (plan 004)
- International Association Of Machinists And Aerospace Workers — all reported plans
- Michigan Electrical Employees' Pension Plan (plan 001)
- Trustees Of Michigan Electrical Employees' Pension Fund — all reported plans
- Smart Local 265 Pension Fund (plan 001)
- Trustees Of The Smart Local 265 Pension Fund — all reported plans
- St. Mary'S Medical Center 403(B) Plan (plan 001)
- St. Mary'S Medical Center — all reported plans
- Wacker Salaried Pension Plan (plan 003)
- Wacker Chemical Corporation — all reported plans
- Employees' Retirement Plan Of Green Mountain Power Corporation (plan 001)
- Green Mountain Power Corporation — all reported plans
- Detroit Medical Center Consolidated Pension Plan (plan 002)
- Vhs Of Michigan — all reported plans
- Miami Ironworkers Local #272 Pension Trust Fund (plan 015)
- Trustees Of Miami Ironworkers Local #272 Pension Trust Fund — all reported plans
- Contractors Laborers Teamsters & Engineers Pension Plan (plan 001)
- Contractors Laborers Teamsters & Engineers Pension Plan — all reported plans
- National Amusements Pension Plan (plan 001)
- National Amusements, Inc. — all reported plans
- Ironworkers Local 808 Pension Fund (plan 001)
- Trustees Of Ironworkers Local 808 Pension Fund — all reported plans
- Sacramento Area Electrical Workers Pension And Profit Sharing Plan (plan 001)
- Board Of Trustees, Sacramento Area Electrical Workers — all reported plans
- Laborers' Local #157 Pension Fund (plan 001)
- Laborers' Local #157 Pension Fund — all reported plans
- International Union Of Operating Engineers Local 841 Qualified Savings Plan (plan 001)
- Trustees Of The International Union Of Operating Engineers — all reported plans
- Lewis Brisbois Bisgaard & Smith Llp Employees 401(K) Plan (plan 004)
- Lewis Brisbois Bisgaard & Smith Llp — all reported plans
- Holley Performance Products, Inc Retirement Accumulation Plan (plan 003)
- Holley Performance Products, Inc — all reported plans
- Cutco Corporation Hourly Employees Pension Plan (plan 001)
- Cutco Corporation — all reported plans
- Voluntary Local 4911 Retiree Medical Fund (plan 501)
- Local 4911 V.E.B.A C/O Benefits Administrative Service — all reported plans
- Citrus World, Inc. 401(K) Retirement Plan (plan 333)
- Citrus World, Inc. — all reported plans
- Orohealth Corporation Retirement Plan (plan 002)
- Orohealth Corporation — all reported plans
- Plumbers & Pipefitters Local 123 Pension Fund (plan 001)
- Trustees Of The Plumbers And Pipefitters Local 123 Pension Fund — all reported plans
- Bricklayers & Allied Craftsmen Local 7 Pension (plan 001)
- Board Of Trustees - Bricklayers 7 And Allied Craftsman Local No 7 — all reported plans
- Exelixis, Inc. 401(K) Plan (plan 001)
- Exelixis, Inc. — all reported plans
- Wacker Hourly Pension Plan (plan 004)
- Form 5500 Schedule C explained
- Methodology
- Data sources