Plan #	Name	Funding	Carrier	Premiums	Covered	Latest year
501	MOODY'S HEALTH AND WELFARE BENEFIT PLAN	Fully Insured	METROPOLITAN LIFE INSURANCE COMPANY	$12.2M	9,728	2024
526	MOODY'S CORPORATION CAREER TRANSITION PLAN	Unknown	-	$0	0	2024

Retirement plans

Welfare plans

Sponsor portfolioTH

MOODYS CORPORATION

EIN 13-3998945financial servicesLatest filing 2024

Plans

Retirement

$2.54B assets

Welfare

$12.2M premiums

Participants

21,457

7 WTC AT 250 GREENWICH ST - NEW YORK, NY 10007212-553-0300moodys.comLinkedIn10001+ employeesfinancial services

Plans on this EIN

4 filings

#002ESOP-$2.08B - 8,244 part #010CashBalance-$459.7M - 2,163 part #501Fully Insured-$12.2M - 9,728 lives #526Unknown-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.54B assets / 10,407 participants

Assets by plan

Share of aggregate retirement assets

82%top

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

2 plans / $12.2M premiums / 9,728 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Dental$7.0M
Short-term disability$2.3M
Life$2.3M
Health$2.1M
Other$2.1M
Long-term disability$1.5M
+1 more

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

59%top

METROPOLITAN LIFE INSURANCE COMPANY59%
SECURIAN LIFE INSURANCE COMPANY18%
CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
UNITEDHEALTHCARE INSURANCE COMPANY5%

Broker market share

Schedule A broker compensation

Split broker

100%top

WILLIS TOWERS WATSON US LLC100%
AMERICAN BENEFITS & COMP SYSTEMS0%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#002

PROFIT PARTICIPATION PLAN OF MOODY'S CORPORATION

ESOP

Assets$2.08B

Participants8,244

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#010