Morningstar, Inc.

Massachusetts
Registered In
01/14/2016
Incorp. Date
Foreign
Registration Type
Illinois
Foreign Jurisdiction

Company Summary

Morningstar, Inc. at 22 W Washington St, Chicago, Il 60602 lists Caroline Tsay and William Lyons as associates.

Registered In
Massachusetts
Incorporation Date
Registration Type
Foreign
Foreign Jurisdiction
Illinois
Company Type
Foreign Corporation
Status
Active
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C T Corporation System Registered Agent
155 FEDERAL ST STE 700, BOSTON, MA 02110
Caroline Tsay Director
William Lyons Director
Steve Kaplan Director
Cheryl Franics Director
Stephen Joynt Director
Gail Landis Director
Robin Diamonte Director
Doniel Sutton Director
Robyn Koyner Secretary
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22 W WASHINGTON ST, CHICAGO, IL 60602 View Map

Financial Information for Morningstar, Inc.

Form 5500

MORNINGSTAR, INC.

22 West Washington, Chicago, Il 60602 (312) 696-6000 EIN:36-3297908 Plan Admin:Steven Sfikas
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2022 Plan NameMORNINGSTAR, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4,476 / 5,132 Assets BOY/EOY$798,489,422 / $700,023,581 2022 MORNINGSTAR, INC. 401(K) PLAN - Plan #001 4,476 / 5,132 $798,489,422 / $700,023,581
2022 Plan NameMORNINGSTAR INC. HEALTH AND MEDICAL PLAN Plan #502 Participants BOY/EOY2,998 / 0 Assets BOY/EOY$0 / $0 2022 MORNINGSTAR INC. HEALTH AND MEDICAL PLAN - Plan #502 2,998 / 0 $0 / $0
2021 Plan NameMORNINGSTAR, INC. 401(K) PLAN Plan #001 Participants BOY/EOY4,009 / 4,476 Assets BOY/EOY$681,973,580 / $798,489,422 2021 MORNINGSTAR, INC. 401(K) PLAN - Plan #001 4,009 / 4,476 $681,973,580 / $798,489,422
2021 Plan NameMORNINGSTAR INC. HEALTH AND MEDICAL PLAN Plan #502 Participants BOY/EOY2,648 / 0 Assets BOY/EOY$0 / $0 2021 MORNINGSTAR INC. HEALTH AND MEDICAL PLAN - Plan #502 2,648 / 0 $0 / $0
2020 Plan NameMORNINGSTAR, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3,757 / 4,009 Assets BOY/EOY$534,080,501 / $681,973,580 2020 MORNINGSTAR, INC. 401(K) PLAN - Plan #001 3,757 / 4,009 $534,080,501 / $681,973,580
2020 Plan NameMORNINGSTAR INC. HEALTH AND MEDICAL PLAN Plan #502 Participants BOY/EOY2,334 / 0 Assets BOY/EOY$0 / $0 2020 MORNINGSTAR INC. HEALTH AND MEDICAL PLAN - Plan #502 2,334 / 0 $0 / $0
2019 Plan NameMORNINGSTAR, INC. 401(K) PLAN Plan #001 Participants BOY/EOY3,347 / 3,757 Assets BOY/EOY$416,463,083 / $534,080,501 2019 MORNINGSTAR, INC. 401(K) PLAN - Plan #001 3,347 / 3,757 $416,463,083 / $534,080,501
2019 Plan NameMORNINGSTAR INC. HEALTH AND MEDICAL PLAN Plan #502 Participants BOY/EOY1,751 / 0 Assets BOY/EOY$0 / $0 2019 MORNINGSTAR INC. HEALTH AND MEDICAL PLAN - Plan #502 1,751 / 0 $0 / $0
Benefit & Retirement Plans based on Form 5500.
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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor
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