Morningstar, INC.
Chicago, IL, 60602
- Plans
- 2
- Total participants
- 31,655
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 511120
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Morningstar, INC. 401(K) Plan | 3,334 |
| 2024 | Form 5500 | 502 | Morningstar, INC. Health And Medical Plan | 3,300 |
| 2023 | Form 5500 | 001 | Morningstar, INC. 401(K) Plan | 3,472 |
| 2023 | Form 5500 | 502 | Morningstar, INC. Health And Medical Plan | 3,437 |
| 2022 | Form 5500 | 001 | Morningstar, INC. 401(K) Plan | 3,493 |
| 2022 | Form 5500 | 502 | Morningstar INC. Health And Medical Plan | 3,436 |
| 2021 | Form 5500 | 001 | Morningstar, INC. 401(K) Plan | 3,002 |
| 2021 | Form 5500 | 502 | Morningstar INC. Health And Medical Plan | 2,865 |
| 2020 | Form 5500 | 001 | Morningstar, INC. 401(K) Plan | 2,703 |
| 2020 | Form 5500 | 502 | Morningstar INC. Health And Medical Plan | 2,613 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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