Plans listing this provider
12
0.02% of the 56,420 plans with Schedule H financials; 11 in 2023
Providers › Morgan Stanley Insurance Services
Morgan Stanley Insurance Services
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $16,367
Assets of those plans
$154,700,283
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$16,367
8% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 55 | Other commissions | 11 |
| 22 | Insurance agents and brokers | 1 |
| 53 | Insurance brokerage commissions and fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Saviynt, Inc. 401(k) Profit Sharing Plan | Saviynt | $29,416,381 | 484 | $0 |
| Pathways, Inc. 401(k) Profit Sharing Plan | Pathways | $28,722,977 | 641 | $0 |
| Fort Collins Women's Clinic, P.C. 401(k) Plan | Fort Collins Womens Clinic | $22,502,417 | 132 | $0 |
| The Integral Group, LLC 401(k) Plan | Integral Group | $10,642,773 | 479 | $0 |
| Conesys, Inc. and Affiliated Companies 401(k) Plan | Conesys | $10,175,037 | 234 | $0 |
| Kentucky Organ Donor Affiliates 401(k) Plan | Kentucky Organ Donor Affiliates | $9,922,236 | 163 | $0 |
| Corporate Insight, Inc. 401(k) Profit Sharing Plan & Trust | Corporate Insight | $9,741,989 | 132 | $0 |
| Northern Plains Railroad, Inc. 401(k) Profit Sharing Plan | Northern Plains Railroad | $8,935,324 | 126 | $0 |
| Boardwalk Auto Center, Inc. Profit Sharing 401(k) Plan | Boardwalk Auto Center | $8,884,955 | 88 | $0 |
| Wrought Washer MFG., Inc. 401(k) Savings Plan | Wrought Washer MFG. | $8,511,746 | 125 | $0 |
| Ki(usa)corporation 401(k))plan | KI (USA) | $5,281,386 | 133 | $16,367 |
| Flatland Energy Services LLC 401(k) Plan | Flatland Energy Services | $1,963,062 | 287 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.