2023 Form 5500 filing — Thomson Reuters 401(K) Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004162339NAL0019936640001) for Thomson Reuters 401(K) Savings Plan, reported by Thomson Reuters Holdings Inc. under EIN 06-1497995 and plan number 002. It reports 22,485 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004162339NAL0019936640001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomson Reuters Holdings Inc.
- EIN
- 06-1497995
- Plan number
- 002
- Location
- Eagan, MN
- Participants
- 22,485
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,147,965,327
- Total liabilities (EOY)
- $813,605
- Net assets (EOY)
- $4,147,151,722
- Employer contributions
- $48,947,170
- Participant contributions
- $111,499,385
- Total income / additions
- $835,212,799
- Benefits paid
- $306,439,079
- Administrative expenses
- $2,497,916
- Total expenses
- $308,843,454
- Net increase / (decrease)
- $526,369,345
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Advisors, LLC | INVESTMENT ADVISOR | $1,366,334 | not reported in the loaded dataset |
| Voya Institutional Plan Services | RECORDKEEPER/TRUSTEE | $631,442 | $0 |
| Gsam | NONE | $235,217 | not reported in the loaded dataset |
| Pricewaterhousecoopers LLC | NONE | $118,535 | not reported in the loaded dataset |
| Morgan Lewis & Bockius Llp | NONE | $76,593 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $46,875 | not reported in the loaded dataset |
| Fiducient | NONE | $17,520 | not reported in the loaded dataset |
| Qdro Consultants | NONE | $5,400 | not reported in the loaded dataset |