S&P Global Inc. Group Health Plan For Retirees — 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. Group Health Plan For Retirees is a benefit plan reported by S&P Global Inc. under EIN 13-1026995 and plan number 531. The latest loaded filing year is 2023. The filing reports 4,530 participants and $1,176,007 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$1.2MPlan net assets, end of year$1,176,007
Participants4.5KCovered participants reported4,530
Assets / participant$260Computed: assets ÷ participants$260 (computed)
Provider compensation$18.2K1 Schedule C provider row(s)$18,234
- Plan sponsor
- S&P Global Inc.
- EIN
- 13-1026995
- Plan number
- 531
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,530 | H, C | 20241015175012NAL0049210560001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$1.2M total assets
Net assets$1.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $1,176,007
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,176,007
- Net assets (BOY)
- $3,494,310
Income & contributions
- Total contributions
- $0
- Total income / additions
- $142,811
Expenses & distributions
- Benefits paid
- $2,439,528
- Administrative expenses
- $21,586
- Total expenses
- $2,461,114
- Net increase / (decrease)
- -$2,318,303
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets209%Computed ratio
Benefits paid ÷ total income1708%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Oneexchange | NONE | $18,234 | not reported in the loaded dataset | 2023 |