2023 Form 5500 filing — S&P Global Inc. Group Health Plan For Retirees
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 20241015175012NAL0049210560001) for S&P Global Inc. Group Health Plan For Retirees, reported by S&P Global Inc. under EIN 13-1026995 and plan number 531. It reports 4,530 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$1.2MReported net assets$1,176,007
Participants4.5K4,530
Provider compensation$18.2K1 Schedule C row(s)$18,234
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015175012NAL0049210560001
- Plan sponsor
- S&P Global Inc.
- EIN
- 13-1026995
- Plan number
- 531
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $1,176,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,176,007
- Total income / additions
- $142,811
- Benefits paid
- $2,439,528
- Administrative expenses
- $21,586
- Total expenses
- $2,461,114
- Net increase / (decrease)
- -$2,318,303
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Oneexchange | NONE | $18,234 | not reported in the loaded dataset |