2023 Form 5500 filing — Moody'S Corporation Retirement Account
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240926171146NAL0001099105001) for Moody'S Corporation Retirement Account, reported by Moody'S Corporation under EIN 13-3998945 and plan number 010. It reports 2,246 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926171146NAL0001099105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moody'S Corporation
- EIN
- 13-3998945
- Plan number
- 010
- Location
- New York, NY
- Participants
- 2,246
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $449,028,000
- Total liabilities (EOY)
- $312,000
- Net assets (EOY)
- $448,716,000
- Total income / additions
- $49,457,000
- Benefits paid
- $18,785,000
- Administrative expenses
- $1,447,000
- Total expenses
- $20,232,000
- Net increase / (decrease)
- $29,225,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco | INVESTMENT MANAGER | $372,000 | $0 |
| Aon Consulting | ACTUARY | $334,000 | not reported in the loaded dataset |
| Fidelity | CONSULTANT | $222,000 | not reported in the loaded dataset |
| Rocation Investment Advisors, LLC | INVESTMENT ADVISOR | $193,000 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $64,000 | $0 |
| Kpmg Llp | AUDITOR | $46,000 | not reported in the loaded dataset |