Morningstar Investment Mgmt LLC — 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 Mgmt LLC is reported as a service provider on 37 loaded Form 5500 filing(s) across 35 plan sponsor(s) and 37 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,934,613 and reported indirect compensation totals $4,778.
Reported compensation summary
- Reported direct compensation
- $2,934,613
- Reported indirect compensation
- $4,778
- Total reported compensation
- $2,939,391
- Filings
- 37
- Plan sponsors
- 35
- Plans
- 37
- 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 |
|---|---|---|---|
| Rtx Corporation | CT | 1 | $2,878,000 |
| Plains Ag, LLC | ND | 1 | $17,224 |
| San Joaquin Refining Company, Inc. | CA | 1 | $14,649 |
| Moon Distributors, Inc. | AR | 1 | $10,204 |
| Legacy Transportation Services, Inc. | CA | 1 | $9,044 |
| Crouse Medical Practice, Pllc | NY | 1 | $3,843 |
| Fujifilm North America Corporation | NY | 1 | $3,529 |
| Profac, Inc. Dba Merritt Woodwork | OH | 1 | $2,189 |
| Hartzell Industries, Inc. | OH | 1 | $709 |
| Fidelity National Financial, Inc. | FL | 1 | $0 |
State footprint
Plans reporting Morningstar Investment Mgmt LLC are sponsored in OH (6), CO (6), NY (4), CA (4), MN (2), FL (2), MO (2), ND (1), NE (1), NM (1), AR (1), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rtx Corporation | Rtx Savings Plan Master Trust | 2023 | $2,878,000 | not reported in the loaded dataset |
| Plains Ag, LLC | Plains Ag Retirement Plan | 2023 | $17,224 | not reported in the loaded dataset |
| San Joaquin Refining Company, Inc. | San Joaquin Refining Company 401k Plan | 2023 | $14,649 | $0 |
| Moon Distributors, Inc. | Amc 401(K) Profit Sharing Plan | 2023 | $10,204 | not reported in the loaded dataset |
| Legacy Transportation Services, Inc. | Legacy Transportation 401(K) Plan | 2023 | $9,044 | $0 |
| Crouse Medical Practice, Pllc | Crouse Medical Practice, Pllc 401(K) Plan | 2023 | $0 | $3,843 |
| Fujifilm North America Corporation | Fujifilm Long Term Savings Plan | 2023 | $3,529 | not reported in the loaded dataset |
| Profac, Inc. Dba Merritt Woodwork | Merritt Woodwork 401(K) Profit Sharing Plan | 2023 | $1,254 | $935 |
| Hartzell Industries, Inc. | Hartzell Companies 401(K) Plan | 2023 | $709 | $0 |
| Michael Sullivan & Associates | Michael Sullivan & Associates 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Fidelity National Financial, Inc. | The Fidelity National Financial Group 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Cora Health Services, Inc. | Cora Health Services Retirement Salary Savings Plan | 2023 | $0 | $0 |
| Boys & Girls Clubs Of The Midlands | Boys & Girls Clubs Of The Midlands 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| Cooper Tire & Rubber Company LLC | Cooper Tire & Rubber Company Pre-Tax Savings Plan (Findlay) | 2023 | $0 | $0 |
| Cooper Tire & Rubber Company LLC | Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) | 2023 | $0 | $0 |
| Schulte Roth & Zabel Llp | Schulte Roth & Zabel Llp Associates Savings Plan | 2023 | $0 | $0 |
| Colorado Ob/Gyn Partners, Pllc | Colorado Ob/Gyn Partners, Pllc 401(K) Profit Sharing Plan | 2023 | $0 | $0 |
| El Paso Electric Company | El Paso Electric Company Savings Plan | 2023 | $0 | $0 |
| Avivo | Avivo 401k Plan | 2023 | $0 | $0 |
| Fiore & Sons, Inc. | Fiore & Sons, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Siteimprove, Inc. | Siteimprove, Inc. 401(K) Plan | 2023 | $0 | $0 |
| Patrick Schaumburg Automobiles, Inc. | Patrick Dealer Group Savings Plan | 2023 | $0 | $0 |
| Board Of Trustees, Colorado Pipe Industry Annuity | Colorado Pipe Industry Annuity And Salary Deferral Trust | 2023 | $0 | $0 |
| Xanterra Parks & Resorts, Inc. | Xanterra Parks & Resorts, Inc. Employee Savings Plan | 2023 | $0 | $0 |
| Envirotech Services, Inc. | Envirotech Services, Inc. 401(K) Retirement Plan | 2023 | $0 | $0 |
| Arc Of Washington County, Inc. | Arc Of Washington County, Inc. 403(B) Tax Deferred Annuity Plan | 2023 | $0 | $0 |
| Azurite Professional Community, Inc. | Azurite Professional Community 401(K) And Profit Sharing Plan | 2023 | $0 | $0 |
| Principal Life Insurance Company | Principal Ease 401(K) Plan | 2023 | $0 | $0 |
| Stacy And Witbeck, Inc. | Stacy And Witbeck, Inc. Retirement Savings Plan | 2023 | $0 | $0 |
| The Geological Society Of America | The Geological Society Of America Retirement Plan | 2023 | $0 | $0 |
| Conference Technologies, Inc. | Conference Technologies, Inc. 401(K) Profit Sharing Plan & Trust | 2023 | $0 | $0 |
| Cooper Tire & Rubber Company LLC | Cooper Tire & Rubber Company Spectrum Investment Savings Plan | 2023 | $0 | $0 |
| Ventiv Technology Inc. | Ventiv Technology Inc. 401(K) Plan | 2023 | $0 | $0 |
| M.B.R. Management Dba Dominos | M.B.R. Management Dba Dominos 401(K) Plan | 2023 | $0 | $0 |
| Westminster Services, Inc. | Westminster Services, Inc. 403(B) Plan | 2023 | $0 | $0 |
| Comunilife, Inc. | Comunilife, Inc. Retirement Plan | 2023 | $0 | $0 |
| St. Peters Health | St. Peter'S Hospital 403(B) Tax Deferred Savings Plan | 2023 | $0 | $0 |
Related Form 5500 pages
- Rtx Savings Plan Master Trust (plan 001)
- Rtx Corporation — all reported plans
- Plains Ag Retirement Plan (plan 001)
- Plains Ag, LLC — all reported plans
- San Joaquin Refining Company 401k Plan (plan 003)
- San Joaquin Refining Company, Inc. — all reported plans
- Amc 401(K) Profit Sharing Plan (plan 001)
- Moon Distributors, Inc. — all reported plans
- Legacy Transportation 401(K) Plan (plan 001)
- Legacy Transportation Services, Inc. — all reported plans
- Crouse Medical Practice, Pllc 401(K) Plan (plan 001)
- Crouse Medical Practice, Pllc — all reported plans
- Fujifilm Long Term Savings Plan (plan 001)
- Fujifilm North America Corporation — all reported plans
- Merritt Woodwork 401(K) Profit Sharing Plan (plan 001)
- Profac, Inc. Dba Merritt Woodwork — all reported plans
- Hartzell Companies 401(K) Plan (plan 002)
- Hartzell Industries, Inc. — all reported plans
- Michael Sullivan & Associates 401(K) Profit Sharing Plan (plan 001)
- Michael Sullivan & Associates — all reported plans
- The Fidelity National Financial Group 401(K) Profit Sharing Plan (plan 001)
- Fidelity National Financial, Inc. — all reported plans
- Cora Health Services Retirement Salary Savings Plan (plan 001)
- Cora Health Services, Inc. — all reported plans
- Boys & Girls Clubs Of The Midlands 401(K) Profit Sharing Plan (plan 003)
- Boys & Girls Clubs Of The Midlands — all reported plans
- Cooper Tire & Rubber Company Pre-Tax Savings Plan (Findlay) (plan 014)
- Cooper Tire & Rubber Company LLC — all reported plans
- Cooper Tire & Rubber Company Pre-Tax Savings Plan (Texarkana) (plan 012)
- Schulte Roth & Zabel Llp Associates Savings Plan (plan 002)
- Schulte Roth & Zabel Llp — all reported plans
- Colorado Ob/Gyn Partners, Pllc 401(K) Profit Sharing Plan (plan 002)
- Colorado Ob/Gyn Partners, Pllc — all reported plans
- El Paso Electric Company Savings Plan (plan 003)
- El Paso Electric Company — all reported plans
- Avivo 401k Plan (plan 002)
- Avivo — all reported plans
- Fiore & Sons, Inc. 401(K) Plan (plan 001)
- Fiore & Sons, Inc. — all reported plans
- Siteimprove, Inc. 401(K) Plan (plan 001)
- Siteimprove, Inc. — all reported plans
- Patrick Dealer Group Savings Plan (plan 001)
- Patrick Schaumburg Automobiles, Inc. — all reported plans
- Colorado Pipe Industry Annuity And Salary Deferral Trust (plan 001)
- Board Of Trustees, Colorado Pipe Industry Annuity — all reported plans
- Xanterra Parks & Resorts, Inc. Employee Savings Plan (plan 001)
- Xanterra Parks & Resorts, Inc. — all reported plans
- Envirotech Services, Inc. 401(K) Retirement Plan (plan 001)
- Envirotech Services, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources