S&P Global Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, S&P Global Inc. (EIN 13-1026995) is a plan sponsor located in New York, NY with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 13-1026995
- Location
- New York, NY
- Loaded plans
- 7
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $6,464,318,212
- Total reported liabilities (EOY)
- $42,776,349
- Total reported net assets (EOY)
- $6,421,541,863
Contributions & income
- Employer contributions
- $127,043,688
- Participant contributions
- $167,573,412
- Total income / additions
- $1,260,163,049
Expenses & distributions
- Benefits paid / distributions
- $522,046,807
- Total expenses
- $531,051,393
- Net increase / (decrease)
- $729,111,656
Coverage
- Total reported participants
- 61,223
- Plans with financial statements
- 4
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| The 401(K) Savings And Profit Sharing Plan Of S&P Global Inc. And Its Subsidiaries | 002 | 12,423 | $5,239,625,000 | 2023 |
| Employee Retirement Plan Of S&P Global Inc And Its Subsidiaries | 001 | 11,420 | $1,223,517,000 | 2023 |
| S&P Global Inc. Group Health Plan For Retirees | 531 | 4,530 | $1,176,007 | 2023 |
| S&P Global Inc. Long-Term Disability Plan | 506 | 10,514 | $205 | 2023 |
| S&P Global Inc. Group Health Plan | 530 | 10,872 | not reported in the loaded dataset | 2023 |
| S&P Global Inc. Welfare Plan | 532 | 10,683 | not reported in the loaded dataset | 2023 |
| Transition Severance Plan Of S&P Global Inc. | 533 | 781 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | S&P Global Inc. Group Health Plan | 10,872 | — | 20240925113424NAL0028955906001 |
| 2023 | S&P Global Inc. Welfare Plan | 10,683 | — | 20240925114404NAL0008291667001 |
| 2023 | Transition Severance Plan Of S&P Global Inc. | 491 | — | 20240925115318NAL0025332528001 |
| 2023 | Transition Severance Plan Of S&P Global Inc. | 781 | — | 20240925120216NAL0008305523001 |
| 2023 | The 401(K) Savings And Profit Sharing Plan Of S&P Global Inc. And Its Subsidiaries | 12,423 | H | 20241014185217NAL0028110945001 |
| 2023 | S&P Global Inc. Long-Term Disability Plan | 10,514 | H | 20241015174030NAL0015185059001 |
| 2023 | S&P Global Inc. Group Health Plan For Retirees | 4,530 | H, C | 20241015175012NAL0049210560001 |
| 2023 | Employee Retirement Plan Of S&P Global Inc And Its Subsidiaries | 11,420 | H, C | 20241015180055NAL0059062370001 |