Morgan Stanley Wealth Mgmt — 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 Wealth Mgmt is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $311,998 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $311,998
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $311,998
- Filings
- 5
- Plan sponsors
- 5
- Plans
- 5
- 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 |
|---|---|---|---|
| Board Of Trustees Of Steamfitters Lu 420 Pension Plan | PA | 1 | $92,700 |
| Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan | MD | 1 | $74,794 |
| Bd Of Tees Of Steamfitters Lu No 420 Srp | PA | 1 | $74,160 |
| Metro - Ila Fringe Benefit Fund | NJ | 1 | $51,804 |
| Bd Of Tees Of Steamfitters Lu 420 Welfare Plan | PA | 1 | $18,540 |
State footprint
Plans reporting Morgan Stanley Wealth Mgmt are sponsored in PA (3), MD (1), NJ (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Board Of Trustees Of Steamfitters Lu 420 Pension Plan | Steamfitters Local Union No. 420 Pension Plan | 2023 | $92,700 | not reported in the loaded dataset |
| Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan | Seafarers International Union Agliw 401(K) Plan | 2023 | $74,794 | not reported in the loaded dataset |
| Bd Of Tees Of Steamfitters Lu No 420 Srp | Steamfitters Local Union No. 420 Srp | 2023 | $74,160 | not reported in the loaded dataset |
| Metro - Ila Fringe Benefit Fund | Metro-Ila Fringe Benefit Fund | 2023 | $51,804 | not reported in the loaded dataset |
| Bd Of Tees Of Steamfitters Lu 420 Welfare Plan | Steamfitters Local Union No. 420 Welfare Plan | 2023 | $18,540 | not reported in the loaded dataset |
Related Form 5500 pages
- Steamfitters Local Union No. 420 Pension Plan (plan 001)
- Board Of Trustees Of Steamfitters Lu 420 Pension Plan — all reported plans
- Seafarers International Union Agliw 401(K) Plan (plan 002)
- Board Of Trustees Seafarers Internationa Union Agliw 401(K) Plan — all reported plans
- Steamfitters Local Union No. 420 Srp (plan 002)
- Bd Of Tees Of Steamfitters Lu No 420 Srp — all reported plans
- Metro-Ila Fringe Benefit Fund (plan 501)
- Metro - Ila Fringe Benefit Fund — all reported plans
- Steamfitters Local Union No. 420 Welfare Plan (plan 501)
- Bd Of Tees Of Steamfitters Lu 420 Welfare Plan — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources