Plan5500

Profit Participation Plan Of Moody'S Corporation — Form 5500 plan (Moodys Corporation)

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, Profit Participation Plan Of Moody'S Corporation is a benefit plan reported by Moodys Corporation under EIN 13-3998945 and plan number 002. The latest loaded filing year is 2023. The filing reports 7,916 participants and $1,750,893,654 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moodys Corporation
EIN
13-3998945
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
7,916
End-of-year plan assets
$1,750,893,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20237,916H, C20241008131627NAL0017633377001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,750,893,654
Total liabilities (EOY)
$6,098
Net assets (EOY)
$1,750,887,556
Net assets (BOY)
$1,419,110,440

Income & contributions

Employer contributions
$45,515,659
Participant contributions
$74,963,859
Total contributions
$138,476,923
Total income / additions
$436,103,785

Expenses & distributions

Benefits paid
$103,273,138
Administrative expenses
$756,394
Total expenses
$104,326,669
Net increase / (decrease)
$331,777,116

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$327,568$02023
Strategic Advisors, Inc.ADVISOR$313,825not reported in the loaded dataset2023
Newport Trust CompanyCONSULTANT$115,000not reported in the loaded dataset2023

Related Form 5500 pages