2023 Form 5500 filing — Employee Retirement Plan Of S&P Global Inc And Its Subsidiaries
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 20241015180055NAL0059062370001) for Employee Retirement Plan Of S&P Global Inc And Its Subsidiaries, reported by S&P Global Inc. under EIN 13-1026995 and plan number 001. It reports 11,420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015180055NAL0059062370001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- S&P Global Inc.
- EIN
- 13-1026995
- Plan number
- 001
- Location
- New York, NY
- Participants
- 11,420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,223,517,000
- Total liabilities (EOY)
- $42,575,000
- Net assets (EOY)
- $1,180,942,000
- Total income / additions
- $121,023,000
- Benefits paid
- $119,010,000
- Administrative expenses
- $9,229,000
- Total expenses
- $128,239,000
- Net increase / (decrease)
- -$7,216,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Towers Watson Investment Srvcs,Inc. | NONE | $1,107,418 | not reported in the loaded dataset |
| Alight Solutions, LLC | NONE | $761,847 | not reported in the loaded dataset |
| Nisa Investment Advisors L.L.C. | NONE | $682,526 | not reported in the loaded dataset |
| Pacific Investment Management Co. | NONE | $641,114 | $0 |
| Stw Fixed Income Management, Ltd | NONE | $505,202 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $163,502 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $123,139 | not reported in the loaded dataset |
| Callan LLC | NONE | $51,604 | not reported in the loaded dataset |
| Blackrock | NONE | $35,110 | $0 |