2023 Form 5500 filing — S&P Global Inc. Savings Plan Collective Investment Trust
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 20241015091125NAL0016036915001) for S&P Global Inc. Savings Plan Collective Investment Trust, reported by S&P Global, Inc. under EIN 26-0821335 and plan number 101. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015091125NAL0016036915001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- S&P Global, Inc.
- EIN
- 26-0821335
- Plan number
- 101
- Location
- New York, NY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,160,945,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,160,945,000
- Total income / additions
- $834,658,000
- Benefits paid
- $0
- Administrative expenses
- $1,646,000
- Total expenses
- $1,646,000
- Net increase / (decrease)
- $833,012,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Black Rock | OTHER SERVICES | $425,571 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $308,682 | $0 |
| Northern Trust | OTHER SERVICES | $210,014 | not reported in the loaded dataset |
| Alight Solutions LLC | RECORDKEEPER | $161,582 | not reported in the loaded dataset |
| Goldman Sachs | OTHER SERVICES | $134,976 | not reported in the loaded dataset |
| Prudential | OTHER SERVICES | $132,942 | not reported in the loaded dataset |
| Pimco | OTHER SERVICES | $101,781 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $95,822 | not reported in the loaded dataset |
| Willis Towers Watson | CONSULTANT | $80,000 | not reported in the loaded dataset |
| Jp Morgan | OTHER SERVICES | $79,079 | not reported in the loaded dataset |
| Cook Street | INVESTMENT ADVISOR | $63,788 | not reported in the loaded dataset |
| Primecap | OTHER SERVICES | $56,262 | not reported in the loaded dataset |
| Callan LLC | OTHER SERVICES | $55,422 | not reported in the loaded dataset |
| Rga | OTHER SERVICES | $47,907 | not reported in the loaded dataset |
| Transamerica | OTHER SERVICES | $40,605 | not reported in the loaded dataset |
| Ceredex | OTHER SERVICES | $30,564 | not reported in the loaded dataset |
| Ss Global Advisors Trust Company | INVESTMENT MANAGER | $22,591 | not reported in the loaded dataset |