Employee Retirement Plan Of S&P Global Inc And Its Subsidiaries — Form 5500 plan (S&P Global Inc.)
Plain-English plan 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, Employee Retirement Plan Of S&P Global Inc And Its Subsidiaries is a benefit plan reported by S&P Global Inc. under EIN 13-1026995 and plan number 001. The latest loaded filing year is 2023. The filing reports 11,420 participants and $1,223,517,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S&P Global Inc.
- EIN
- 13-1026995
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 11,420
- End-of-year plan assets
- $1,223,517,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,420 | H, C | 20241015180055NAL0059062370001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,223,517,000
- Total liabilities (EOY)
- $42,575,000
- Net assets (EOY)
- $1,180,942,000
- Net assets (BOY)
- $1,188,158,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $121,023,000
Expenses & distributions
- Benefits paid
- $119,010,000
- Administrative expenses
- $9,229,000
- Total expenses
- $128,239,000
- Net increase / (decrease)
- -$7,216,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Towers Watson Investment Srvcs,Inc. | NONE | $1,107,418 | not reported in the loaded dataset | 2023 |
| Alight Solutions, LLC | NONE | $761,847 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors L.L.C. | NONE | $682,526 | not reported in the loaded dataset | 2023 |
| Pacific Investment Management Co. | NONE | $641,114 | $0 | 2023 |
| Stw Fixed Income Management, Ltd | NONE | $505,202 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $163,502 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $123,139 | not reported in the loaded dataset | 2023 |
| Callan LLC | NONE | $51,604 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $35,110 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for S&P Global Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Towers Watson Investment Srvcs,Inc. — Schedule C compensation
- Alight Solutions, LLC — Schedule C compensation
- Nisa Investment Advisors L.L.C. — Schedule C compensation
- Pacific Investment Management Co. — Schedule C compensation
- Stw Fixed Income Management, Ltd — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Callan LLC — Schedule C compensation
- Blackrock — Schedule C compensation