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Original filing (PDF)20260128142309NAL0004741810001
EQUIFAX, INC
Form 5500
FILING_RECEIVED
EQUIFAX RETIREE HEALTHCARE PROGRAM
Health & welfare plan
Signals · 3
Late filing · 2.4 mo~153 bps in Sched C feesNo recordkeeper disclosed
Active participants
402
Accounts w/ balance
—
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Filed 2.4 months past the 10.5-month grace window.
- 153 bps in Schedule C fees — 194% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
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 EQUIFAX, INC.
Plan sponsor
Name
EQUIFAX, INC
EIN
58-0401110
Address
1550 PEACHTREE STREET NW · ATLANTA, GA · 303090000
Phone
(404) 885-8000
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
517
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2026-01-28
Welfare benefit codes
4A · Health (other than dental or vision)
4D · Dental
4E · Vision
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXTEND HEALTH | 26-0775680 | — | NONE | $24K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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