Morgan Stanley Private Bank

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

361

Total plan assets

$204.6M

Filings (rows)

Direct comp

Indirect comp

Other variants under "MORGAN STANLEY"

MORGAN STANLEY SMITH BARNEY3,123 MORGAN STANLEY2,243 MORGAN STANLEY GLOBAL302 MORGAN STANLEY GLOBAL BANKING OPERA207 MORGAN STANLEY INSURANCE SERVICES I141 MORGAN STANLEY GLOBAL BANKING135 MORGAN STANLEY WEALTH MANAGEMENT112

SERVICES PROVIDED

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Copic Trust Copic Companies Defined Benefit Pension Plan and Trust · all filings	DENVER, CO	Other service providers	122	$71.3M	$0	$0
Copic Trust Copic Companies Defined Benefit Pension Plan and Trust · all filings	DENVER, CO	Other service providers	111	$67.6M	$0	$0
Copic Trust Copic Companies Defined Benefit Pension Plan and Trust · all filings	DENVER, CO	Other service providers	109	$60.8M	$0	$0
Walsworth Publishing Company, Inc. Retirement Plan for Employees of the OVID Bell Press, Inc. · all filings	MARCELINE, MO	Other service providers	19	$5.0M	$0	$0