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FACTSET RESEARCH SYSTEMS INC.

Headquarter

Company Details

Entity Name: FACTSET RESEARCH SYSTEMS INC.
Jurisdiction: Connecticut
Legal type: Stock
Citizenship: Foreign
Status: Active
Sub status: Annual report due
Date Formed: 24 Sep 1990
Business ALEI: 0252806
Annual report due: 24 Sep 2025
NAICS code: 518210 - Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services
Business address: 45 GLOVER AVENUE, NORWALK, CT, 06850, United States
Mailing address: 45 GLOVER AVENUE, NORWALK, CT, United States, 06850
ZIP code: 06850
County: Fairfield
Place of Formation: DELAWARE
E-Mail: manilalegal@factset.com

Links between entities

Type Company Name Company Number State
Headquarter of FACTSET RESEARCH SYSTEMS INC., KENTUCKY 1036737 KENTUCKY

Commercial and government entity program

CAGE number Status Type Established CAGE Update Date CAGE Expiration SAM Expiration
4GFN2 Active Non-Manufacturer 2006-07-12 2024-06-07 2029-06-07 2025-06-07

Contact Information

POC MICHAEL SCHIFFER
Phone +1 203-810-1670
Fax +1 203-810-1000
Address 45 GLOVER AVE, NORWALK, CT, 06850 1238, UNITED STATES

Ownership of Offeror Information

Highest Level Owner Information not Available
Immediate Level Owner Information not Available
List of Offerors (0) Information not Available

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FACTSET RESEARCH SYSTEMS INC. PLAN 2012 133362547 2013-07-16 FACTSET RESEARCH SYSTEMS INC. 2354
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2038101555
Plan sponsor’s mailing address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Administrator’s telephone number 2038101555

Number of participants as of the end of the plan year

Active participants 1882
Retired or separated participants receiving benefits 1
Other retired or separated participants entitled to future benefits 753
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 1
Number of participants with account balances as of the end of the plan year 2585
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 140

Signature of

Role Plan administrator
Date 2013-07-16
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
FACTSET RESEARCH SYSTEMS INC. PLAN 2011 133362547 2012-07-23 FACTSET RESEARCH SYSTEMS INC. 2042
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2038101000
Plan sponsor’s mailing address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Administrator’s telephone number 2038101000

Number of participants as of the end of the plan year

Active participants 1728
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 626
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 2203
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 124

Signature of

Role Plan administrator
Date 2012-07-20
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
FACTSET RESEARCH SYSTEMS INC. FLEXIBLE BENEFIT PLAN 2010 133362547 2011-07-28 FACTSET RESEARCH SYSTEMS INC. 1315
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1995-01-01
Business code 519100
Sponsor’s telephone number 2038101663
Plan sponsor’s mailing address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Administrator’s telephone number 2038101663

Number of participants as of the end of the plan year

Active participants 1499
Retired or separated participants receiving benefits 40
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2011-07-28
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2011-07-28
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
FACTSET RESEARCH SYSTEMS INC. PLAN 2010 133362547 2011-07-11 FACTSET RESEARCH SYSTEMS INC. 1746
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2038101000
Plan sponsor’s mailing address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Administrator’s telephone number 2038101000

Number of participants as of the end of the plan year

Active participants 1503
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 539
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1929
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 126

Signature of

Role Plan administrator
Date 2011-07-11
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
FACTSET RESEARCH SYSTEMS INC. PLAN 2009 133362547 2010-07-21 FACTSET RESEARCH SYSTEMS INC. 1668
File View Page
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2038101000
Plan sponsor’s mailing address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Administrator’s telephone number 2038101000

Number of participants as of the end of the plan year

Active participants 1309
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 437
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1713
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 102

Signature of

Role Plan administrator
Date 2010-07-21
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
FACTSET RESEARCH SYSTEMS INC. FLEXIBLE BENEFIT PLAN 2009 133362547 2010-07-29 FACTSET RESEARCH SYSTEMS INC. 1311
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1995-01-01
Business code 519100
Sponsor’s telephone number 2038101663
Plan sponsor’s mailing address 601 MERRITT 7, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, NORWALK, CT, 06851
Administrator’s telephone number 2038101663

Number of participants as of the end of the plan year

Active participants 1292
Retired or separated participants receiving benefits 23
Other retired or separated participants entitled to future benefits 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0

Signature of

Role Plan administrator
Date 2010-07-29
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2010-07-29
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
FACTSET RESEARCH SYSTEMS INC. PLAN 2009 133362547 2010-07-16 FACTSET RESEARCH SYSTEMS INC. 1668
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2038101000
Plan sponsor’s mailing address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Administrator’s telephone number 2038101000

Number of participants as of the end of the plan year

Active participants 1309
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 437
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1713
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 102

Signature of

Role Plan administrator
Date 2010-07-16
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature
FACTSET RESEARCH SYSTEMS INC. PLAN 2009 133362547 2010-07-20 FACTSET RESEARCH SYSTEMS INC. 1668
Three-digit plan number (PN) 004
Effective date of plan 1993-01-01
Business code 519100
Sponsor’s telephone number 2038101000
Plan sponsor’s mailing address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Plan sponsor’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851

Plan administrator’s name and address

Administrator’s EIN 133362547
Plan administrator’s name FACTSET RESEARCH SYSTEMS INC.
Plan administrator’s address 601 MERRITT 7, 3RD FLOOR, NORWALK, CT, 06851
Administrator’s telephone number 2038101000

Number of participants as of the end of the plan year

Active participants 1309
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 437
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Number of participants with account balances as of the end of the plan year 1713
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 102

Signature of

Role Plan administrator
Date 2010-07-20
Name of individual signing DEANNA GERAGHTY
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role
C T CORPORATION SYSTEM Agent

Director

Name Role Business address Residence address
Philip Snow Director 45 GLOVER AVENUE, NORWALK, CT, 06850, United States 106 Old Road, Westport, CT, 06880-4148, United States

Officer

Name Role Business address Residence address
CHAI SUH Officer 45 Glover Ave, Norwalk, CT, 06850-1238, United States 196 Deerfield Ln N, Pleasantville, NY, 10570-1433, United States
Megan Jones Officer 45 GLOVER AVENUE, NORWALK, CT, 06850, United States 522 Shore Road,, Apt 1SS, Long Beach,, NY, 11561, United States
Scott Kapusta Officer 45 GLOVER AVENUE, NORWALK, CT, 06850, United States 10 Troy CT, WOODBURY, NY, 11797-2215, United States

History

Type Old value New value Date of change
Name change FACTSET RESEARCH CORPORATION FACTSET RESEARCH SYSTEMS INC. 1995-07-14

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0012268329 2024-09-24 No data Annual Report Annual Report No data
BF-0011391808 2023-08-25 No data Annual Report Annual Report No data
BF-0010237260 2022-09-20 No data Annual Report Annual Report 2022
BF-0009812370 2021-09-24 No data Annual Report Annual Report No data
0006982701 2020-09-18 No data Annual Report Annual Report 2020
0006639734 2019-09-09 No data Annual Report Annual Report 2019
0006257562 2018-10-11 No data Annual Report Annual Report 2018
0005933984 2017-09-25 No data Annual Report Annual Report 2017
0005659885 2016-09-28 No data Annual Report Annual Report 2016
0005489044 2016-02-18 No data Interim Notice Interim Notice No data

Awards

Contract Type Award or IDV Flag PIID Start Date Current End Date Potential End Date
PURCHASE ORDER AWARD 91003124P0005 2024-06-10 2025-03-09 2028-03-10
Unique Award Key CONT_AWD_91003124P0005_9100_-NONE-_-NONE-
Awarding Agency Department of Education
Link View Page

Award Amounts

Obligated Amount 43407.00
Current Award Amount 47407.00
Potential Award Amount 227664.00

Description

Title FINANCIAL TOOL ANALYSIS SUBSCRIPTION
NAICS Code 523999: MISCELLANEOUS FINANCIAL INVESTMENT ACTIVITIES
Product and Service Codes R710: SUPPORT- MANAGEMENT: FINANCIAL

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE, STE 700 FL 7, NORWALK, CONNECTICUT, 068501238
PURCHASE ORDER AWARD 1333ND24PNB130076 2024-02-22 2025-02-21 2026-02-21
Unique Award Key CONT_AWD_1333ND24PNB130076_1341_-NONE-_-NONE-
Awarding Agency Department of Commerce
Link View Page

Award Amounts

Obligated Amount 330000.00
Current Award Amount 330000.00
Potential Award Amount 660000.00

Description

Title FACTSET LICENSES
NAICS Code 513210: SOFTWARE PUBLISHERS
Product and Service Codes R799: SUPPORT- MANAGEMENT: OTHER

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE, STE 700 FL 7, NORWALK, CONNECTICUT, 068501238
DEFINITIVE CONTRACT AWARD 2032H323C00040 2023-09-27 2025-09-27 2028-09-27
Unique Award Key CONT_AWD_2032H323C00040_2001_-NONE-_-NONE-
Awarding Agency Department of the Treasury
Link View Page

Award Amounts

Obligated Amount 146166.00
Current Award Amount 146166.00
Potential Award Amount 382274.00

Description

Title FACTSET CORPORATE BOND INDENTIFIERS LICENSE CUSIP
NAICS Code 519290: WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
Product and Service Codes DA10: IT AND TELECOM - BUSINESS APPLICATION/APPLICATION DEVELOPMENT SOFTWARE AS A SERVICE

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE, STE 700 FL 7, NORWALK, WESTERN CONNECTICUT, CONNECTICUT, 068501238
PURCHASE ORDER AWARD 05GA0A23P0004 2023-09-24 2025-09-23 2028-09-23
Unique Award Key CONT_AWD_05GA0A23P0004_0559_-NONE-_-NONE-
Awarding Agency Government Accountability Office
Link View Page

Award Amounts

Obligated Amount 676500.00
Current Award Amount 676500.00
Potential Award Amount 1823458.00

Description

Title THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION 1 FOR DATA SERVICE SUBSCRIPTION ON DOMESTIC & GLOBAL FINANCIAL INSTITUTIONS REQUIREMENT.
NAICS Code 519290: WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
Product and Service Codes R422: SUPPORT- PROFESSIONAL: MARKET RESEARCH/PUBLIC OPINION

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE, STE 700 FL 7, NORWALK, WESTERN CONNECTICUT, CONNECTICUT, 068501238
DEFINITIVE CONTRACT AWARD 9523ZY23C0030 2023-09-21 2025-09-20 2028-09-20
Unique Award Key CONT_AWD_9523ZY23C0030_9507_-NONE-_-NONE-
Awarding Agency Commodity Futures Trading Commission
Link View Page

Award Amounts

Obligated Amount 104875.00
Current Award Amount 104875.00
Potential Award Amount 320128.00

Description

Title FACTSET CUSIP SITE LICENSE
NAICS Code 519290: WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
Product and Service Codes DH10: IT AND TELECOM - PLATFORM AS A SERVICE: DATABASE, MAINFRAME, MIDDLEWARE

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE, STE 700 FL 7, NORWALK, WESTERN CONNECTICUT, CONNECTICUT, 068501238
DEFINITIVE CONTRACT AWARD 70RCSJ23C00000008 2023-09-01 2025-08-31 2025-08-31
Unique Award Key CONT_AWD_70RCSJ23C00000008_7001_-NONE-_-NONE-
Awarding Agency Department of Homeland Security
Link View Page

Award Amounts

Obligated Amount 108000.00
Current Award Amount 108000.00
Potential Award Amount 108000.00

Description

Title THE PURPOSE OF THIS MODIFICATION IS TO EXERCISE OPTION YEAR ONE AND CHANGE COR.
NAICS Code 519290: WEB SEARCH PORTALS AND ALL OTHER INFORMATION SERVICES
Product and Service Codes R612: SUPPORT- ADMINISTRATIVE: INFORMATION RETRIEVAL

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE, STE 700 FL 7, NORWALK, WESTERN CONNECTICUT, CONNECTICUT, 068501238
DEFINITIVE CONTRACT AWARD 2033H623C00010 2023-07-01 2025-06-30 2028-06-30
Unique Award Key CONT_AWD_2033H623C00010_2036_-NONE-_-NONE-
Awarding Agency Department of the Treasury
Link View Page

Award Amounts

Obligated Amount 100250.00
Current Award Amount 100250.00
Potential Award Amount 261500.00

Description

Title CUSIP ASSIGNMENT SERVICES
NAICS Code 522320: FINANCIAL TRANSACTIONS PROCESSING, RESERVE, AND CLEARINGHOUSE ACTIVITIES
Product and Service Codes R710: SUPPORT- MANAGEMENT: FINANCIAL

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE STE 700 FL 7, NORWALK, CONNECTICUT, 068501238
DEFINITIVE CONTRACT AWARD 20341523C00001 2023-04-16 2025-04-15 2028-04-15
Unique Award Key CONT_AWD_20341523C00001_2036_-NONE-_-NONE-
Awarding Agency Department of the Treasury
Link View Page

Award Amounts

Obligated Amount 133900.00
Current Award Amount 133900.00
Potential Award Amount 344500.00

Description

Title CUSIP RENEWAL
NAICS Code 522320: FINANCIAL TRANSACTIONS PROCESSING, RESERVE, AND CLEARINGHOUSE ACTIVITIES
Product and Service Codes 7630: NEWSPAPERS AND PERIODICALS

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE STE 700 FL 7, NORWALK, FAIRFIELD, CONNECTICUT, 068501238
PURCHASE ORDER AWARD 15JCRM23P00000102 2023-03-01 2024-02-29 2024-02-29
Unique Award Key CONT_AWD_15JCRM23P00000102_1501_-NONE-_-NONE-
Awarding Agency Department of Justice
Link View Page

Award Amounts

Obligated Amount 15800.00
Current Award Amount 15800.00
Potential Award Amount 15800.00

Description

Title SOFTWARE
NAICS Code 518210: COMPUTING INFRASTRUCTURE PROVIDERS, DATA PROCESSING, WEB HOSTING, AND RELATED SERVICES
Product and Service Codes DH10: IT AND TELECOM - PLATFORM AS A SERVICE: DATABASE, MAINFRAME, MIDDLEWARE

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE STE 700 FL 7, NORWALK, FAIRFIELD, CONNECTICUT, 068501238
PURCHASE ORDER AWARD 50310222P0024 2022-06-01 2025-05-31 2027-05-31
Unique Award Key CONT_AWD_50310222P0024_5000_-NONE-_-NONE-
Awarding Agency Securities and Exchange Commission
Link View Page

Award Amounts

Obligated Amount 417801.00
Current Award Amount 417801.00
Potential Award Amount 717643.00

Description

Title ACCESS TO OWNERSHIP DATABASE, SHARKREPELLENT DATABASE, AND ETF DATA FEED
NAICS Code 518210: COMPUTING INFRASTRUCTURE PROVIDERS, DATA PROCESSING, WEB HOSTING, AND RELATED SERVICES
Product and Service Codes DG10: IT AND TELECOM - NETWORK AS A SERVICE

Recipient Details

Recipient FACTSET RESEARCH SYSTEMS INC.
UEI W3QBFLPJ5MC9
Recipient Address UNITED STATES, 45 GLOVER AVE STE 700 FL 7, NORWALK, FAIRFIELD, CONNECTICUT, 068501238

Date of last update: 25 Nov 2024

Sources: Connecticut's Official State Website