2023 Form 5500 filing — Profit Participation Plan Of Moody'S Corporation
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 20241008131627NAL0017633377001) for Profit Participation Plan Of Moody'S Corporation, reported by Moodys Corporation under EIN 13-3998945 and plan number 002. It reports 7,916 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008131627NAL0017633377001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Moodys Corporation
- EIN
- 13-3998945
- Plan number
- 002
- Location
- New York, NY
- Participants
- 7,916
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,750,893,654
- Total liabilities (EOY)
- $6,098
- Net assets (EOY)
- $1,750,887,556
- Employer contributions
- $45,515,659
- Participant contributions
- $74,963,859
- Total income / additions
- $436,103,785
- Benefits paid
- $103,273,138
- Administrative expenses
- $756,394
- Total expenses
- $104,326,669
- Net increase / (decrease)
- $331,777,116
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $327,568 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $313,825 | not reported in the loaded dataset |
| Newport Trust Company | CONSULTANT | $115,000 | not reported in the loaded dataset |