Morningstar, Inc. — 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, Morningstar, Inc. is reported as a service provider on 42 loaded Form 5500 filing(s) across 41 plan sponsor(s) and 42 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,516,777 and reported indirect compensation totals $18,493.
Reported compensation summary
- Reported direct compensation
- $2,516,777
- Reported indirect compensation
- $18,493
- Total reported compensation
- $2,535,270
- Filings
- 42
- Plan sponsors
- 41
- Plans
- 42
- 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 |
|---|---|---|---|
| Lumen Technologies, Inc. | LA | 1 | $527,821 |
| Ameriteam Services, LLC | TN | 1 | $464,344 |
| Hntb Holdings Ltd. | MO | 2 | $284,313 |
| Nice Systems, Inc. | NJ | 1 | $176,475 |
| The Boeing Co. And Consolidated Subsidiaries | WA | 1 | $116,300 |
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $112,125 |
| American Express Company And Its Participating Subsidiaries | NY | 1 | $111,461 |
| Sotera Health Holdings, LLC | OH | 1 | $81,552 |
| Fairfax Radiological Consultants, P.C. | VA | 1 | $67,656 |
| Pwc Us Group Llp | FL | 1 | $62,206 |
State footprint
Plans reporting Morningstar, Inc. are sponsored in CA (5), NY (3), OH (3), IN (3), IL (3), FL (3), UT (2), VA (2), PA (2), MI (2), MO (2), LA (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lumen Technologies, Inc. | Centurylink, Inc. Defined Contribution Plan Master | 2023 | $527,821 | not reported in the loaded dataset |
| Ameriteam Services, LLC | Teamhealth 401(K) Plan | 2023 | $464,344 | not reported in the loaded dataset |
| Hntb Holdings Ltd. | Hntb Retirement And Savings Plan | 2023 | $215,641 | not reported in the loaded dataset |
| Nice Systems, Inc. | Nice Systems, Inc. 401(K) Plan | 2023 | $176,475 | not reported in the loaded dataset |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $116,300 | not reported in the loaded dataset |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $112,125 | not reported in the loaded dataset |
| American Express Company And Its Participating Subsidiaries | American Express Retirement Savings Plan | 2023 | $111,461 | not reported in the loaded dataset |
| Sotera Health Holdings, LLC | 401(K) Plan For Sotera Health | 2023 | $81,552 | not reported in the loaded dataset |
| Hntb Holdings Ltd. | Hntb Ownership Plan | 2023 | $68,672 | not reported in the loaded dataset |
| Fairfax Radiological Consultants, P.C. | Fairfax Radiological Consultants P.C. Employees' Profit Sharing Plan | 2023 | $67,656 | not reported in the loaded dataset |
| Pwc Us Group Llp | Retirement Benefit Accumulation Plan For Employees Of Pwc | 2023 | $62,206 | not reported in the loaded dataset |
| Institute Of Nuclear Power Operations | Institute Of Nuclear Power Operations 401(K) Retirement Savings Plan | 2023 | $61,531 | not reported in the loaded dataset |
| Mission Internal Medical Group, Inc | Mission Internal Medical Group Amended Profit Sharing 401(K) Plan | 2023 | $58,324 | not reported in the loaded dataset |
| Aluminum Precision Products, Inc. | Aluminum Precision Products, Inc. Employee Savings And Profit Sharing Plan | 2023 | $50,535 | not reported in the loaded dataset |
| Radiology Partners Inc | Radiology Partners, Inc. 401(K) Profit Sharing Plan | 2023 | $47,915 | not reported in the loaded dataset |
| Altria Client Services LLC | Altria Retirement Plan | 2023 | $46,061 | not reported in the loaded dataset |
| Blue Cross And Blue Shield Association | National Retirement Trust | 2023 | $31,212 | not reported in the loaded dataset |
| Salt River Valley Water Users Association | Salt River Project Employees' Retirement Plan | 2023 | $30,713 | not reported in the loaded dataset |
| Clyde Companies, Inc. | Clyde Companies, Inc. 401(K) Retirement Plan | 2023 | $26,451 | not reported in the loaded dataset |
| Board Of Trustees Of 1199seiu Health Care Employees Pension Fund | 1199seiu Health Care Employees Pension Fund | 2023 | not reported in the loaded dataset | $18,237 |
| Brp Us Inc. | Brp Us Inc. 401(K) Savings Plan | 2023 | $17,247 | not reported in the loaded dataset |
| Visiquate Inc. | Visiquate Inc. Retirement Trust | 2023 | $17,190 | $0 |
| Marvell Semiconductor, Inc. | Marvell Semiconductor 401k Retirement Plan | 2023 | $15,845 | not reported in the loaded dataset |
| Kreber Graphics, Inc. | Kreber Graphics, Inc. 401(K) Plan | 2023 | $13,660 | not reported in the loaded dataset |
| Polynt Composites Usa Inc. | Polynt Composites Usa Inc. 401(K) Plan | 2023 | $11,813 | not reported in the loaded dataset |
| Republic Airways Holdings Inc. | Republic Airways Holdings Inc. 401(K) Plan | 2023 | $11,546 | not reported in the loaded dataset |
| Excellus Health Plan, Inc. | Excellus Retirement Plan | 2023 | $10,149 | not reported in the loaded dataset |
| Stewart Title Guaranty Company | Stewart 401(K) Savings Plan | 2023 | $9,818 | not reported in the loaded dataset |
| Fluor Federal Petroleum Operations, LLC | Strategic Petroleum Reserve Retirement And Savings Plan | 2023 | $9,291 | not reported in the loaded dataset |
| Mcfarland Clinic, P.C. | Mcfarland Clinic, P.C. 401(K) Profit Sharing Plan | 2023 | $8,646 | not reported in the loaded dataset |
| Ice Miller Llp | Ice Miller Retirement Plan | 2023 | $7,269 | not reported in the loaded dataset |
| Challenger School Foundation | Challenger School 401k Retirement Plan | 2023 | $6,685 | not reported in the loaded dataset |
| Greenberg Traurig, Pa | Greenberg Traurig 401(K) Plan | 2023 | $5,768 | not reported in the loaded dataset |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $5,459 | not reported in the loaded dataset |
| Northwestern Memorial Hospital | Northwestern Memorial Hospital Employees' Pension Trust | 2023 | $3,824 | not reported in the loaded dataset |
| Tapper'S Fine Jewelry, Inc. | Tapper'S Fine Jewelry, Inc. 401(K) Profit Sharing Plan | 2023 | $1,648 | $0 |
| First Florida Constructors, LLC | First Florida Constructors, LLC Profit Sharing Plan | 2023 | $1,257 | not reported in the loaded dataset |
| The Lumbee Tribe Of North Carolina | The Lumbee Tribe Of Nc 401(K) Plan | 2023 | $831 | not reported in the loaded dataset |
| Woodworth, Inc. | Woodworth, Inc. 401(K) Plan | 2023 | $717 | not reported in the loaded dataset |
| Don E. Bower, Inc. | Don E. Bower, Inc. 401(K) Plan | 2023 | $707 | not reported in the loaded dataset |
| Printing Partners 401(K) Plan | Printing Partners 401(K) Plan | 2023 | $396 | not reported in the loaded dataset |
| Answernet, Inc. | Answernet 401(K) Savings Plan | 2023 | $16 | $256 |
Related Form 5500 pages
- Centurylink, Inc. Defined Contribution Plan Master (plan 006)
- Lumen Technologies, Inc. — all reported plans
- Teamhealth 401(K) Plan (plan 002)
- Ameriteam Services, LLC — all reported plans
- Hntb Retirement And Savings Plan (plan 002)
- Hntb Holdings Ltd. — all reported plans
- Nice Systems, Inc. 401(K) Plan (plan 001)
- Nice Systems, Inc. — all reported plans
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- American Express Retirement Savings Plan (plan 002)
- American Express Company And Its Participating Subsidiaries — all reported plans
- 401(K) Plan For Sotera Health (plan 002)
- Sotera Health Holdings, LLC — all reported plans
- Hntb Ownership Plan (plan 003)
- Fairfax Radiological Consultants P.C. Employees' Profit Sharing Plan (plan 002)
- Fairfax Radiological Consultants, P.C. — all reported plans
- Retirement Benefit Accumulation Plan For Employees Of Pwc (plan 002)
- Pwc Us Group Llp — all reported plans
- Institute Of Nuclear Power Operations 401(K) Retirement Savings Plan (plan 001)
- Institute Of Nuclear Power Operations — all reported plans
- Mission Internal Medical Group Amended Profit Sharing 401(K) Plan (plan 002)
- Mission Internal Medical Group, Inc — all reported plans
- Aluminum Precision Products, Inc. Employee Savings And Profit Sharing Plan (plan 001)
- Aluminum Precision Products, Inc. — all reported plans
- Radiology Partners, Inc. 401(K) Profit Sharing Plan (plan 001)
- Radiology Partners Inc — all reported plans
- Altria Retirement Plan (plan 006)
- Altria Client Services LLC — all reported plans
- National Retirement Trust (plan 001)
- Blue Cross And Blue Shield Association — all reported plans
- Salt River Project Employees' Retirement Plan (plan 335)
- Salt River Valley Water Users Association — all reported plans
- Clyde Companies, Inc. 401(K) Retirement Plan (plan 002)
- Clyde Companies, Inc. — all reported plans
- 1199seiu Health Care Employees Pension Fund (plan 001)
- Board Of Trustees Of 1199seiu Health Care Employees Pension Fund — all reported plans
- Brp Us Inc. 401(K) Savings Plan (plan 001)
- Brp Us Inc. — all reported plans
- Visiquate Inc. Retirement Trust (plan 001)
- Visiquate Inc. — all reported plans
- Marvell Semiconductor 401k Retirement Plan (plan 001)
- Marvell Semiconductor, Inc. — all reported plans
- Kreber Graphics, Inc. 401(K) Plan (plan 005)
- Kreber Graphics, Inc. — all reported plans
- Polynt Composites Usa Inc. 401(K) Plan (plan 001)
- Polynt Composites Usa Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources