Morningstar Investment Management — 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 Management is reported as a service provider on 362 loaded Form 5500 filing(s) across 347 plan sponsor(s) and 352 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,424,717 and reported indirect compensation totals $172,344.
Reported compensation summary
- Reported direct compensation
- $3,424,717
- Reported indirect compensation
- $172,344
- Total reported compensation
- $3,597,061
- Filings
- 362
- Plan sponsors
- 347
- Plans
- 352
- 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 |
|---|---|---|---|
| Nuvasive, Inc. | CA | 1 | $364,778 |
| Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan | GA | 1 | $287,287 |
| Sentry Insurance Company | WI | 1 | $130,221 |
| Trapeze Software Group, Inc. | IL | 1 | $116,482 |
| The Quikrete Companies | GA | 1 | $97,336 |
| Braskem America, Inc. | PA | 1 | $76,374 |
| Onesky, LLC | OH | 1 | $75,223 |
| Liberty Utilities Service Corp. | AZ | 1 | $69,597 |
| Waste Connections, Inc. | TX | 1 | $67,363 |
| I.M. Systems Group, Inc. | MD | 1 | $51,054 |
State footprint
Plans reporting Morningstar Investment Management are sponsored in TX (45), CA (36), FL (26), NY (26), GA (19), NJ (18), PA (15), OH (12), VA (12), IL (10), MA (10), MI (10).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Nuvasive, Inc. | Nuvasive, Inc. 401k Plan | 2023 | $364,778 | not reported in the loaded dataset |
| Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan | The Teamster - Ups National 401(K) Tax Deferred Savings Plan | 2023 | $287,287 | not reported in the loaded dataset |
| Sentry Insurance Company | Sentry 401k Plan | 2023 | $130,221 | $0 |
| Trapeze Software Group, Inc. | Constellation Software (U.S.A.) Inc. Retirement Savings Plan | 2023 | $116,482 | not reported in the loaded dataset |
| The Quikrete Companies | The Quikrete Companies Profit Sharing And Tax | 2023 | $97,336 | not reported in the loaded dataset |
| Braskem America, Inc. | Braskem Retirement Savings Plan | 2023 | $46,763 | $29,611 |
| Onesky, LLC | Onesky Flight, LLC 401(K) Retirement Savings Plan | 2023 | $75,223 | not reported in the loaded dataset |
| Liberty Utilities Service Corp. | Liberty Utilities National 401(K) Plan | 2023 | $69,597 | $0 |
| Waste Connections, Inc. | Waste Connections, Inc. 401(K) Profit Sharing Plan | 2023 | $67,363 | not reported in the loaded dataset |
| I.M. Systems Group, Inc. | I.M. Systems Group 401(K) Plan | 2023 | $51,054 | not reported in the loaded dataset |
| The Child Center Of Ny, Inc. | The Child Center Of Ny, Inc. 401(K) Plan | 2023 | $46,709 | not reported in the loaded dataset |
| Frankenmuth Credit Union | Frankenmuth Credit Union 401(K) Retirement Savings | 2023 | $46,415 | not reported in the loaded dataset |
| Bip Aligned Equity Holdings LLC | Aligned Equity Holdings 401(K) Plan | 2023 | $22,186 | $20,397 |
| Copart, Inc. | Copart, Inc. 401(K) Retirement Savings Plan | 2023 | $41,822 | not reported in the loaded dataset |
| Kpc Global Management, LLC | Kpc Global 401(K) Plan | 2023 | $40,445 | $0 |
| Consolidated Asset Management Services, LLC | Cams 401(K) Plan | 2023 | $39,496 | not reported in the loaded dataset |
| Sunny Days Early Childhood Development Services, Inc. | Sunny Days Early Childhood Development Services, Inc. 401(K) Plan | 2023 | $37,608 | not reported in the loaded dataset |
| Olam Americas, Inc. | Olam America Employee Savings Plan | 2023 | $37,160 | not reported in the loaded dataset |
| H&M Fashion Usa, Inc. | H&M Hennes & Mauritz 401k Plan | 2023 | $34,897 | not reported in the loaded dataset |
| Guidehouse Digital LLC | Guidehouse Digital LLC 401(K) Savings Plan | 2023 | $34,761 | not reported in the loaded dataset |
| Bt Americas Holdings Inc. | Bt U.S. Retirement Savings Plan 401(K) | 2023 | $32,845 | not reported in the loaded dataset |
| Ecco Select Corp. | Ecco Select 401(K) Plan | 2023 | $29,695 | not reported in the loaded dataset |
| Liebherr Mining & Construction | Liebherr-America Inc. Pension Plan | 2023 | $27,500 | $0 |
| Sage Publications, Inc. | Sage Publications, Inc. 401(K) Profit Sharing Plan | 2023 | $25,113 | not reported in the loaded dataset |
| Edwards Garment Co. | Retirement Savings Plan For Employees Of Edwards Garment Co. | 2023 | $24,879 | not reported in the loaded dataset |
| Pete'S Tire Barn, Inc. | Pete'S Tire Barns, Inc. 401(K) Plan | 2023 | $23,858 | not reported in the loaded dataset |
| Avl Michigan Holding Corporation | Avl North America, Inc. 401(K) Plan | 2023 | $23,806 | $0 |
| Range Generation Next LLC | Rgnext 401k Plan | 2023 | $22,603 | $0 |
| Central Garden & Pet Company | Central Garden & Pet Company Investment Growth | 2023 | $22,451 | not reported in the loaded dataset |
| Karl Storz Imaging, Inc. | Karl Storz Imaging, Inc. Employees' Savings Plan | 2023 | $21,901 | $0 |
| Eldredge Lumber & Hardware, Inc. | Eldredge Lumber & Hardware, Inc. 401(K) Profit Sharing Plan | 2023 | $21,526 | not reported in the loaded dataset |
| Cazenovia Equipment Co., Inc. | Cazenovia Equipment Co., Inc. 401(K) Plan | 2023 | $21,411 | not reported in the loaded dataset |
| Norco, Inc. | Norco, Inc. 401k Savings Plan | 2023 | $20,106 | not reported in the loaded dataset |
| P & K Equipment, Inc | P & K 401(K) Plan | 2023 | $20,047 | not reported in the loaded dataset |
| Crisis Prevention Institute, Inc. | Crisis Prevention Institute, Inc. Retirement Plan Group Trust | 2023 | $19,727 | not reported in the loaded dataset |
| Healthtrax International, Inc. | Healthtrax International, Inc. 401(K) & Salary Savings Plan | 2023 | $19,228 | not reported in the loaded dataset |
| Aaa Life Insurance Company | Aaa Life Insurance Pension And 401k Plan | 2023 | $6,810 | $12,001 |
| Middlesex Health | Middlesex Retirement Savings And Investment Plan | 2023 | $17,608 | not reported in the loaded dataset |
| Occupational Training Center Of Burlington County, Inc. | The 401(A) Profit Sharing Plan Of Occupational Training Center Of Burlington County, Inc. | 2023 | $17,597 | not reported in the loaded dataset |
| Ortho Clinical Diagnostics | Ortho Clinical Diagnostics 401k Plan | 2023 | $17,541 | not reported in the loaded dataset |
| Ks Management Services, L.L.C. | Kelsey-Seybold 401(K) Plan | 2023 | $17,361 | not reported in the loaded dataset |
| Fosdick Fullfillment Corporation | Fosdick Fulfillment Corporation 401(K) Plan | 2023 | $16,896 | not reported in the loaded dataset |
| Rps Americas, Inc. | Rps 401(K) Plan | 2023 | $8,699 | $8,085 |
| Sdl Inc. | Sdl Inc. 401(K) Plan | 2023 | $16,376 | not reported in the loaded dataset |
| Fc Compassus, LLC | Compassus 401(K) Plan | 2023 | $16,214 | $0 |
| Napa Management Services Corp. | Napa Management Services Corp. Clinical Employees Sharing Plan & Trust | 2023 | $15,763 | not reported in the loaded dataset |
| Ctc Americas, Inc. | Ctc Americas 401(K) Plan | 2023 | $15,614 | not reported in the loaded dataset |
| Associated Milk Producers Inc. | Ampi 401(K) Plan | 2023 | $14,833 | $0 |
| Conference Of State Bank Supervisor | Conference Of State Bank Supervisors Safe Harbor 401(K) Plan | 2023 | $7,440 | $7,140 |
| Paragon Healthcare, Inc. | Paragon Healthcare 401k Plan | 2023 | $14,419 | not reported in the loaded dataset |
Related Form 5500 pages
- Nuvasive, Inc. 401k Plan (plan 001)
- Nuvasive, Inc. — all reported plans
- The Teamster - Ups National 401(K) Tax Deferred Savings Plan (plan 003)
- Board Of Trustees Of The Teamsters - Ups 401k National Savings Plan — all reported plans
- Sentry 401k Plan (plan 003)
- Sentry Insurance Company — all reported plans
- Constellation Software (U.S.A.) Inc. Retirement Savings Plan (plan 001)
- Trapeze Software Group, Inc. — all reported plans
- The Quikrete Companies Profit Sharing And Tax (plan 001)
- The Quikrete Companies — all reported plans
- Braskem Retirement Savings Plan (plan 001)
- Braskem America, Inc. — all reported plans
- Onesky Flight, LLC 401(K) Retirement Savings Plan (plan 001)
- Onesky, LLC — all reported plans
- Liberty Utilities National 401(K) Plan (plan 001)
- Liberty Utilities Service Corp. — all reported plans
- Waste Connections, Inc. 401(K) Profit Sharing Plan (plan 001)
- Waste Connections, Inc. — all reported plans
- I.M. Systems Group 401(K) Plan (plan 001)
- I.M. Systems Group, Inc. — all reported plans
- The Child Center Of Ny, Inc. 401(K) Plan (plan 003)
- The Child Center Of Ny, Inc. — all reported plans
- Frankenmuth Credit Union 401(K) Retirement Savings (plan 002)
- Frankenmuth Credit Union — all reported plans
- Aligned Equity Holdings 401(K) Plan (plan 001)
- Bip Aligned Equity Holdings LLC — all reported plans
- Copart, Inc. 401(K) Retirement Savings Plan (plan 001)
- Copart, Inc. — all reported plans
- Kpc Global 401(K) Plan (plan 002)
- Kpc Global Management, LLC — all reported plans
- Cams 401(K) Plan (plan 001)
- Consolidated Asset Management Services, LLC — all reported plans
- Sunny Days Early Childhood Development Services, Inc. 401(K) Plan (plan 001)
- Sunny Days Early Childhood Development Services, Inc. — all reported plans
- Olam America Employee Savings Plan (plan 001)
- Olam Americas, Inc. — all reported plans
- H&M Hennes & Mauritz 401k Plan (plan 001)
- H&M Fashion Usa, Inc. — all reported plans
- Guidehouse Digital LLC 401(K) Savings Plan (plan 001)
- Guidehouse Digital LLC — all reported plans
- Bt U.S. Retirement Savings Plan 401(K) (plan 002)
- Bt Americas Holdings Inc. — all reported plans
- Ecco Select 401(K) Plan (plan 001)
- Ecco Select Corp. — all reported plans
- Liebherr-America Inc. Pension Plan (plan 001)
- Liebherr Mining & Construction — all reported plans
- Sage Publications, Inc. 401(K) Profit Sharing Plan (plan 002)
- Sage Publications, Inc. — all reported plans
- Retirement Savings Plan For Employees Of Edwards Garment Co. (plan 004)
- Edwards Garment Co. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources