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Original filing (PDF)20251010162656NAL0004405795001
S&P GLOBAL INC.
Form 5500
FILING_RECEIVED
S&P GLOBAL INC. GROUP HEALTH PLAN FOR RETIREES
Health & welfare plan
Signals · 1
~534 bps in Sched C fees
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$478K
Net assets (EOY)
$464K
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
85
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 534 bps in Schedule C fees — 238% above peer band of 158 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for S&P GLOBAL INC..
Plan sponsor
Name
S&P GLOBAL INC.
EIN
13-1026995
Address
55 WATER STREET · NEW YORK, NY · 10041
Phone
(212) 438-1000
Industry
Information / Tech / Mediasee all
Plan administrator
Name
U.S. BENEFITS COMMITTEE OF S&P GLOBL INC.
EIN
85-1888249
City
NEW YORK, NY
Phone
(212) 438-1000
Plan characteristics
Plan number
531
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Welfare benefit codes
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEEXCHANGE | — | SOUTH JORDAN, UT | NONE | $18K | — |
| DELOITTE TAX LLP | 86-1065772 | — | NONE | $7K | — |
Investments
1 pooled fund· $478K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| S&P VOL EMP BEN HEALTH & WELFARE MT S&P GLOBAL INC. · EIN 36-6913106 / PN 001 | Master Trust | $478K | 100.0% |