Plans listing this provider
27
0.05% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Morningstar Investment Service
Morningstar Investment Service
- Service provider, as named on Schedule C
- EIN 364410122
- Plan year 2024
- Direct compensation reported $1,099,295
Assets of those plans
$91,453,223,565
1.17% 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
$1,099,295
100% 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 |
|---|---|---|
| 50 | Direct payment from the plan | 25 |
| 26 | Investment advisory (participants) | 25 |
| 27 | Investment advisory (plan) | 1 |
| 28 | Investment management | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
| 59 | Shareholder servicing fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $462,674 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $17,942 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $21,260 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $33,445 |
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $135,000 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $12,447 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $69,275 |
| Intuit Inc. 401(k) Plan | Intuit | $3,683,174,722 | 33,168 | $58,450 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $27,003 |
| Teamhealth 401(k) Plan | Ameriteam Services | $1,798,253,817 | 18,360 | $14,495 |
| The SCI 401(k) Retirement Savings Plan | Service Corporation International | $1,753,628,148 | 26,303 | $5,399 |
| Skywest, Inc. Employees' Retirement Plan | Skywest | $1,420,052,359 | 12,750 | $6,322 |
| Marvell Semiconductor 401(k) Retirement Plan | Marvell Semiconductor | $1,363,520,692 | 5,416 | $11,106 |
| Crown Castle Inc. 401(k) Plan | Crown Castle | $1,143,587,093 | 6,081 | $10,824 |
| Knight-swift Transportation Holdings, Inc. Retirement Plan | Knight-Swift Transportation Holdings | $1,019,117,818 | 30,327 | $336 |
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines | $961,923,844 | 6,133 | $52,579 |
| Seyfarth Shaw LLP 401(k) Savings and Retirement Plan | Seyfarth Shaw | $925,918,577 | 2,831 | $29,604 |
| Sparrow Health System Associate Retirement Savings Plan | Sparrow Health System | $806,524,883 | 12,280 | $8,340 |
| The AES Corporation Retirement Savings Plan | AES | $728,189,756 | 3,717 | $11,733 |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners | $412,449,108 | 6,800 | $15,336 |
| Carepoint Health, LLC 401(k) Profit Sharing Plan | Carepoint Health | $372,133,330 | 915 | $22,254 |
| Brightspeed 401(k) Savings Plan | Connect Holding II | $351,467,071 | 4,070 | $6,643 |
| Allen Matkins Profit Sharing and 401(k) Plan | Allen Matkins Leck Gamble Mallory & Natsis | $303,169,545 | 569 | $15,608 |
| Coxhealth 401(k) Plan | Lester E. Cox Medical Centers | $183,014,659 | 367 | $7,773 |
| Hutchinson Clinic, P.A. Employees' 401(k) Profit Sharing Plan and Trust | Hutchinson Clinic | $134,118,930 | 782 | $30,056 |
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.