Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
S&P GLOBAL, INC.
EIN 13-1026995financial servicesLatest filing 2024
Plans
7
Retirement
2
$6.92B assets
Welfare
5
$12.2M premiums
Participants
65,511
55 WATER STREET - NEW YORK, NY 10041212-438-1000spglobal.comLinkedIn10001+ employeesfinancial services
Retirement portfolio analytics
2 plans aggregated / $6.92B assets / 30,250 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- (Not disclosed)83%
- ALIGHT SOLUTIONS LLC17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
5 plans / $12.2M premiums / 41,332 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$6.0M
- Long-term disability$3.0M
- Vision$1.6M
- Dental$1.1M
- Health$559K
- Other$478K
Carrier market share
Premium dollars by Schedule A carrier
53%top
- HARTFORD LIFE AND ACCIDENT53%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY25%
- VISION SERVICE PLAN13%
- AETNA LIFE INSURANCE COMPANY9%
- ZURICH AMERICAN INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
100%top
- AON CONSULTING INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE 401(K) SAVINGS AND PROFIT SHARING PLAN OF S&P GLOBAL INC. AND ITS SUBSIDIARIES
401k
Assets$5.74B
Participants20,240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
EMPLOYEE RETIREMENT PLAN OF S&P GLOBAL INC AND ITS SUBSIDIARIES
TraditionalDB
Assets$1.18B
Participants10,010
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#532
S&P GLOBAL INC. WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$6.0M
Covered lives17,619
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
S&P GLOBAL INC. LONG-TERM DISABILITY PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$3.0M
Covered lives10,041
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530
S&P GLOBAL INC. GROUP HEALTH PLAN
Fully Insured - VISION SERVICE PLAN
Premiums$2.8M
Covered lives9,279
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#531
S&P GLOBAL INC. GROUP HEALTH PLAN FOR RETIREES
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$446K
Covered lives4,393
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#533
TRANSITION SEVERANCE PLAN OF S&P GLOBAL INC.
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE 401(K) SAVINGS AND PROFIT SHARING PLAN OF S&P GLOBAL INC. AND ITS SUBSIDIARIES | 401k | $5.74B | 20,240 | 2024 | |
| 001 | EMPLOYEE RETIREMENT PLAN OF S&P GLOBAL INC AND ITS SUBSIDIARIES | TraditionalDB | $1.18B | 10,010 | 2024 |
Welfare plans5
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 532 | S&P GLOBAL INC. WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $6.0M | 17,619 | 2024 | |
| 506 | S&P GLOBAL INC. LONG-TERM DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.0M | 10,041 | 2024 | |
| 530 | S&P GLOBAL INC. GROUP HEALTH PLAN | Fully Insured | VISION SERVICE PLAN | $2.8M | 9,279 | 2024 | |
| 531 | S&P GLOBAL INC. GROUP HEALTH PLAN FOR RETIREES | Fully Insured | HARTFORD LIFE AND ACCIDENT | $446K | 4,393 | 2024 | |
| 533 | TRANSITION SEVERANCE PLAN OF S&P GLOBAL INC. | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans