Morningstar Investment Management L — 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 L is reported as a service provider on 817 loaded Form 5500 filing(s) across 797 plan sponsor(s) and 817 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $20,173 and reported indirect compensation totals $72,367.
Reported compensation summary
- Reported direct compensation
- $20,173
- Reported indirect compensation
- $72,367
- Total reported compensation
- $92,540
- Filings
- 817
- Plan sponsors
- 797
- Plans
- 817
- 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 |
|---|---|---|---|
| Mor Furniture For Less, Inc. | CA | 1 | $72,367 |
| Osf International, Inc. | OR | 1 | $11,465 |
| Gabrielli Truck Sales, Ltd | NY | 1 | $8,708 |
| Compliance Science, Inc. | NY | 1 | $0 |
| Hazen Paper Company | MA | 1 | $0 |
| Hp Hood LLC | MA | 1 | $0 |
| Pc Construction Company | VT | 1 | $0 |
| Dennis K. Burke, Inc. | MA | 1 | $0 |
| Perfetti Van Melle Usa Inc. | KY | 1 | $0 |
| North Easton Savings Bank | MA | 1 | $0 |
State footprint
Plans reporting Morningstar Investment Management L are sponsored in CA (80), NY (57), TX (50), FL (44), MN (42), VA (41), MI (39), PA (39), IL (37), NJ (29), CO (29), OH (27).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mor Furniture For Less, Inc. | Mor Furniture For Less, Inc. Employee Employee Savings Plan | 2023 | $0 | $72,367 |
| Osf International, Inc. | Osf International 401(K) Plan | 2023 | $11,465 | not reported in the loaded dataset |
| Gabrielli Truck Sales, Ltd | Gabrielli Savings And Retirement Plan For Employees | 2023 | $8,708 | not reported in the loaded dataset |
| Iowa 80 Group, Inc. | Iowa 80 Group, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Iowa Donor Network | Iowa Donor Network 401(K) Plan | 2023 | $0 | $0 |
| Brame Specialty Company, Inc. | Brame Specialty Company, Inc. 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Eastern Iowa Health Center | Eastern Iowa Health Center Retirement Savings Plan | 2023 | $0 | $0 |
| Adac Plastics, Inc. | Adac Plastics, Inc. Retirement Plan | 2023 | $0 | $0 |
| Veteran Pipeline Construction Inc. Dba Accu-Bore Directional | Charge Epc Retirement Trust | 2023 | $0 | $0 |
| Ggi Glass Distributors Corp. D/B/A General Glass International | General Glass International 401(K) Plan | 2023 | $0 | $0 |
| Awesome | Awesome 401(K) Plan | 2023 | $0 | $0 |
| Careoregon, Inc. | Careoregon, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Hebco, Inc. | Hebco, Inc. Retirement Plan | 2023 | $0 | $0 |
| Kion North America Corporation | Kion North America Corporation 401k Plan | 2023 | $0 | $0 |
| Wuxi Apptec, Inc. | Wuxi Apptec, Inc. 401(K) Employee Retirement Plan | 2023 | $0 | $0 |
| New Orleans & Company | New Orleans & Company 401(K) Plan | 2023 | $0 | $0 |
| Flinchbaugh Engineering, Inc. | Flinchbaugh Engineering, Inc. Retirement Savings Plan | 2023 | $0 | $0 |
| Sunflower Bank, N.A. | Sunflower Bank, N.A. Wealth Savings Plan | 2023 | $0 | $0 |
| Viewsonic Corporation | Viewsonic Corporation 401(K) Plan And Trust | 2023 | $0 | $0 |
| Principal Life Insurance Company | Thrivewise Pooled Employer Plan | 2023 | $0 | $0 |
| Michigan Millers Mutual Insurance Company | Michigan Millers Mutual Insurance Company Employee 401(K) Plan | 2023 | $0 | $0 |
| Jay Industrial Repair, Inc. | Jay Industrial Repair, Inc. Employee Savings Retirement Plan | 2023 | $0 | $0 |
| Valley-Wide Health Systems, Inc. | Valley-Wide Health Systems, Inc. 403(B) Plan | 2023 | $0 | $0 |
| Real Services, Inc. | Real Services, Inc. 403(B) Plan | 2023 | $0 | $0 |
| Tishcon Corp. | Tishcon Corp. 401(K) Plan | 2023 | $0 | $0 |
| Twin Cities Public Television | Twin Cities Public Television 401(K) Plan | 2023 | $0 | $0 |
| Great Lakes Cheese Co., Inc. | Great Lakes Cheese Co., Inc. 401(K) Plan And Trust | 2023 | $0 | $0 |
| Orian Rugs, Inc. | Orian Rugs, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| American First Credit Union | American First Credit Union 401(K) Plan | 2023 | $0 | $0 |
| Emp Serv, LLC | Emp Serv, LLC 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Ha International, LLC | Ha International, LLC Retirement Savings Plan | 2023 | $0 | $0 |
| Lacks Enterprises, Inc. | Lacks Enterprises, Inc. Retirement Savings And Profit Sharing Plan | 2023 | $0 | $0 |
| Penske Motor Group, LLC | Penske Motor Group, LLC 401(K) Savings Plan | 2023 | $0 | $0 |
| Maryland & Virginia Milk Producers Cooperative Association, Inc. | Maryland & Virginia Milk Producers Cooperative Association, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| Nav Technologies, Inc. | Nav Technologies 401(K) Plan | 2023 | $0 | $0 |
| Aersale | Aersale 401(K) Plan | 2023 | $0 | $0 |
| K.E. Mckay'S Market Of Coos Bay, Inc. | Mckay'S Market 401(K) Plan | 2023 | $0 | $0 |
| Pacific Life Insurance Company | Pacific Life Insurance Company Retirement Incentive Savings Plan | 2023 | $0 | $0 |
| Egger Wood Products, LLC. | Egger Wood Products LLC 401(K) And Profit Sharing Plan | 2023 | $0 | $0 |
| Air Tractor, Inc. | Air Tractor, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| Ford Meter Box Company, Inc. | Retirement Savings Plan Of The Ford Meter Box Company, Inc. | 2023 | $0 | $0 |
| Equity Residential | Equity Residential Advantage Retirement Savings Plan | 2023 | $0 | $0 |
| Van Diest Supply Co | Van Diest Supply Co 401(K) Retirement Plan | 2023 | $0 | $0 |
| Uniloy, Inc. | Uniloy 401(K) Plan | 2023 | $0 | $0 |
| Grace Lutheran Foundation, Inc. | Grace Lutheran Foundation, Inc. And Affiliates 401(K) Plan | 2023 | $0 | $0 |
| Southwest Florida Enterprises, Inc. | Southwest Florida Enterprises 401(K) Plan | 2023 | $0 | $0 |
| Londen Insurance Group, Inc. | Londen Insurance Group 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Unity Bank | Unity Bank Group Retirement Plan | 2023 | $0 | $0 |
| Grote Industries, Inc. | Grote Industries Savings 401(K) And Salaried Employees Retirement Plan | 2023 | $0 | $0 |
| Monterey Mushrooms, LLC | Monterey Mushrooms 401(K) Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Mor Furniture For Less, Inc. Employee Employee Savings Plan (plan 001)
- Mor Furniture For Less, Inc. — all reported plans
- Osf International 401(K) Plan (plan 002)
- Osf International, Inc. — all reported plans
- Gabrielli Savings And Retirement Plan For Employees (plan 001)
- Gabrielli Truck Sales, Ltd — all reported plans
- Iowa 80 Group, Inc. 401(K) Plan (plan 002)
- Iowa 80 Group, Inc. — all reported plans
- Iowa Donor Network 401(K) Plan (plan 002)
- Iowa Donor Network — all reported plans
- Brame Specialty Company, Inc. 401(K) Profit Sharing Plan (plan 002)
- Brame Specialty Company, Inc. — all reported plans
- Eastern Iowa Health Center Retirement Savings Plan (plan 002)
- Eastern Iowa Health Center — all reported plans
- Adac Plastics, Inc. Retirement Plan (plan 001)
- Adac Plastics, Inc. — all reported plans
- Charge Epc Retirement Trust (plan 001)
- Veteran Pipeline Construction Inc. Dba Accu-Bore Directional — all reported plans
- General Glass International 401(K) Plan (plan 004)
- Ggi Glass Distributors Corp. D/B/A General Glass International — all reported plans
- Awesome 401(K) Plan (plan 001)
- Awesome — all reported plans
- Careoregon, Inc. 401(K) Plan (plan 001)
- Careoregon, Inc. — all reported plans
- Hebco, Inc. Retirement Plan (plan 001)
- Hebco, Inc. — all reported plans
- Kion North America Corporation 401k Plan (plan 009)
- Kion North America Corporation — all reported plans
- Wuxi Apptec, Inc. 401(K) Employee Retirement Plan (plan 001)
- Wuxi Apptec, Inc. — all reported plans
- New Orleans & Company 401(K) Plan (plan 002)
- New Orleans & Company — all reported plans
- Flinchbaugh Engineering, Inc. Retirement Savings Plan (plan 001)
- Flinchbaugh Engineering, Inc. — all reported plans
- Sunflower Bank, N.A. Wealth Savings Plan (plan 002)
- Sunflower Bank, N.A. — all reported plans
- Viewsonic Corporation 401(K) Plan And Trust (plan 001)
- Viewsonic Corporation — all reported plans
- Thrivewise Pooled Employer Plan (plan 333)
- Principal Life Insurance Company — all reported plans
- Michigan Millers Mutual Insurance Company Employee 401(K) Plan (plan 002)
- Michigan Millers Mutual Insurance Company — all reported plans
- Jay Industrial Repair, Inc. Employee Savings Retirement Plan (plan 001)
- Jay Industrial Repair, Inc. — all reported plans
- Valley-Wide Health Systems, Inc. 403(B) Plan (plan 001)
- Valley-Wide Health Systems, Inc. — all reported plans
- Real Services, Inc. 403(B) Plan (plan 002)
- Real Services, Inc. — all reported plans
- Tishcon Corp. 401(K) Plan (plan 001)
- Tishcon Corp. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources