Form 5500 · Employee benefit plan · NEW YORK, NY
S&P GLOBAL INC.
The filing calls this plan S&P GLOBAL INC. GROUP HEALTH PLAN.
S&P GLOBAL INC. of NEW YORK, NY is a 10,507-participant information and media employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is AON RISK INS SERVICES WEST, INC.. Coverage is written through VISION SERVICE PLAN and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-1026995 · plan 530 · plan year 2025, filed Aug 11, 2026
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3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Funding not settled by the filing
The filing does not report enough to settle how this plan pays for benefits.
Benefits declared on this filing
One contract on this filing does not say which benefits it covers, so a line above may be insured by it.
Also declared: other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 17 insured contracts covering dental and vision; the largest, with VISION SERVICE PLAN, covers 6,849 people.
The filing declares dental, vision and health. Health appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on the contract here that does not say what it covers.
Reported premium across the insured contracts is $2,627,565, with $16,819 in disclosed broker commissions — about 0.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
AON RISK INS SERVICES WEST, INC. is the broker of record on 1 of the 17 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| ZURICH AMERICAN INSURANCE COMPANY | — | 7,034 | Jan 1, 2026 | $84,093 | $16,819 |
| VISION SERVICE PLAN | Vision | 6,849 | Jan 1, 2026 | $1,524,090 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 2,234 | Jan 1, 2026 | $510,305 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 675 | Jan 1, 2026 | $161,133 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 566 | Jan 1, 2026 | $125,532 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 412 | Jan 1, 2026 | $89,590 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 325 | Jan 1, 2026 | $77,037 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 136 | Jan 1, 2026 | $29,768 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 40 | Jan 1, 2026 | $9,336 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 26 | Jan 1, 2026 | $5,549 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 11 | Jan 1, 2026 | $3,439 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 10 | Jan 1, 2026 | $2,571 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 6 | Jan 1, 2026 | $1,435 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 13 | Jan 1, 2026 | $1,300 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 3 | Jan 1, 2026 | $1,178 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 7 | Jan 1, 2026 | $947 | $0 |
| AETNA LIFE INSURANCE COMPANY | Dental | 1 | Jan 1, 2026 | $262 | $0 |
Premium and claims on this contract
VISION SERVICE PLAN, contract 12080126. For the contract year on this filing, the carrier reported $1,524,090 in premium earned and $1,171,199 in claims incurred. Dividing one by the other gives 77%.
- VISION SERVICE PLAN, contract 12080126 reported $228,614 in retention.
Retention is what the carrier kept of the premium after claims, as reported: administration, commissions and other charges.
Only experience-rated contracts report these figures, so most filings leave them blank.
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
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Renewal calendar
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