# S&P Global INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/s-p-global-inc-131026995-531

> S&P Global INC.'s Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** S&P Global INC.

- **Sponsor EIN:** 131026995

- **Sponsor Address:** 55 WATER STREET, NEW YORK, NY, 10041

- **Plan Type:** Health & Welfare

- **Plan Number:** 531

- **Total Participants:** 0

- **Total Assets:** $478,137

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$478,137|$1.5M|$0|

| 2023|0|$1.2M|$0|$0|

| 2022|0|$4.6M|$0|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| ONEEXCHANGE|Other Service Provider|$18,252|—|$18,252|

| DELOITTE TAX LLP|Other Service Provider|$7,266|—|$7,266|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $25,518

- **Estimated Expense Ratio:** 5.337% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$39,852|—|$25,518|—|—|

| 2023|$21,586|—|$21,586|—|—|

| 2022|$81|—|$81|—|—|

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