S&P Global Inc. Savings Plan Collective Investment Trust — 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, S&P Global Inc. Savings Plan Collective Investment Trust is a benefit plan reported by S&P Global, Inc. under EIN 26-0821335 and plan number 101. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $5,160,945,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- S&P Global, Inc.
- EIN
- 26-0821335
- Plan number
- 101
- Plan type
- 4
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $5,160,945,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241015091125NAL0016036915001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,160,945,000
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,160,945,000
- Net assets (BOY)
- $3,289,404,000
Income & contributions
- Total contributions
- $0
- Total income / additions
- $834,658,000
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,646,000
- Total expenses
- $1,646,000
- Net increase / (decrease)
- $833,012,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Black Rock | OTHER SERVICES | $425,571 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $308,682 | $0 | 2023 |
| Northern Trust | OTHER SERVICES | $210,014 | not reported in the loaded dataset | 2023 |
| Alight Solutions LLC | RECORDKEEPER | $161,582 | not reported in the loaded dataset | 2023 |
| Goldman Sachs | OTHER SERVICES | $134,976 | not reported in the loaded dataset | 2023 |
| Prudential | OTHER SERVICES | $132,942 | not reported in the loaded dataset | 2023 |
| Pimco | OTHER SERVICES | $101,781 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $95,822 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | CONSULTANT | $80,000 | not reported in the loaded dataset | 2023 |
| Jp Morgan | OTHER SERVICES | $79,079 | not reported in the loaded dataset | 2023 |
| Cook Street | INVESTMENT ADVISOR | $63,788 | not reported in the loaded dataset | 2023 |
| Primecap | OTHER SERVICES | $56,262 | not reported in the loaded dataset | 2023 |
| Callan LLC | OTHER SERVICES | $55,422 | not reported in the loaded dataset | 2023 |
| Rga | OTHER SERVICES | $47,907 | not reported in the loaded dataset | 2023 |
| Transamerica | OTHER SERVICES | $40,605 | not reported in the loaded dataset | 2023 |
| Ceredex | OTHER SERVICES | $30,564 | not reported in the loaded dataset | 2023 |
| Ss Global Advisors Trust Company | INVESTMENT MANAGER | $22,591 | not reported in the loaded dataset | 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
- Black Rock — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Northern Trust — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Prudential — Schedule C compensation
- Pimco — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Cook Street — Schedule C compensation
- Primecap — Schedule C compensation
- Callan LLC — Schedule C compensation
- Rga — Schedule C compensation
- Transamerica — Schedule C compensation
- Ceredex — Schedule C compensation
- Ss Global Advisors Trust Company — Schedule C compensation