What does Form 5500 Schedule C report about Morningstar Inc Morningstar?

Public Form 5500 Schedule C filings report compensation paid to Morningstar Inc Morningstar as a plan service provider. Across loaded filings, total reported compensation is $136.

How many plans report Morningstar Inc Morningstar as a service provider?

Morningstar Inc Morningstar appears on 1 loaded plan(s) across 1 sponsor(s).

Morningstar Inc Morningstar — 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 Morningstar is reported as a service provider on 1 loaded Form 5500 filing(s) across 1 plan sponsor(s) and 1 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $136 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$136Direct + indirect, across loaded filings

Plans served1

Plan sponsors1

Filings1

Direct vs. indirect compensation

Direct compensation$136

Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation100%Innovative Services, Inc. (Isi)

Top state share of plans100%WI

Plan sponsors served1

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Morningstar Inc Morningstar. Bars show relative scale.

1
Innovative Services, Inc. (Isi)$136
WI · 1 plan(s)

Geographic reach

State footprint

Where Morningstar Inc Morningstar appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
WI1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Morningstar Inc Morningstar are sponsored, by plan count.

1
Green Bay, WI1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Innovative Services Retirement Plan$136
Innovative Services, Inc. (Isi), WI · Direct $136 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Morningstar Inc Morningstar?: Public Form 5500 Schedule C filings report compensation paid to Morningstar Inc Morningstar as a plan service provider. Across loaded filings, total reported compensation is $136.
How many plans report Morningstar Inc Morningstar as a service provider?: Morningstar Inc Morningstar appears on 1 loaded plan(s) across 1 sponsor(s).