Plan5500

Moody'S Corporation Retirement Account — Form 5500 plan (Moody'S 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, Moody'S Corporation Retirement Account is a benefit plan reported by Moody'S Corporation under EIN 13-3998945 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,246 participants and $449,028,000 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Moody'S Corporation
EIN
13-3998945
Plan number
010
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
2,246
End-of-year plan assets
$449,028,000

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,246H, C20240926171146NAL0001099105001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$449,028,000
Total liabilities (EOY)
$312,000
Net assets (EOY)
$448,716,000
Net assets (BOY)
$419,491,000

Income & contributions

Total contributions
$0
Total income / additions
$49,457,000

Expenses & distributions

Benefits paid
$18,785,000
Administrative expenses
$1,447,000
Total expenses
$20,232,000
Net increase / (decrease)
$29,225,000

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
PimcoINVESTMENT MANAGER$372,000$02023
Aon ConsultingACTUARY$334,000not reported in the loaded dataset2023
FidelityCONSULTANT$222,000not reported in the loaded dataset2023
Rocation Investment Advisors, LLCINVESTMENT ADVISOR$193,000not reported in the loaded dataset2023
Blackrock Institutional Trust CoINVESTMENT MANAGEMENT$64,000$02023
Kpmg LlpAUDITOR$46,000not reported in the loaded dataset2023

Related Form 5500 pages