Morningstar 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, Morningstar Investment is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $27,234 and reported indirect compensation totals $70,754.
Reported compensation dashboard
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Morningstar Investment. Bars show relative scale.
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State footprint
States where plans reporting Morningstar Investment are sponsored, by plan count.
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Oq Chemicals Corporation | Oq Chemicals Corporation Retirement Plan | 2023 | $19,844 | $32,017 |
| South Carolina Federal Credit Union | South Carolina Federal Credit Union Employees 401k Plan | 2023 | $7,390 | $38,737 |