Thomson Reuters 401(K) Savings Plan — Form 5500 plan (Thomson Reuters Holdings Inc.)
Plain-English plan 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, Thomson Reuters 401(K) Savings Plan is a benefit plan reported by Thomson Reuters Holdings Inc. under EIN 06-1497995 and plan number 002. The latest loaded filing year is 2023. The filing reports 22,485 participants and $4,147,965,327 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Thomson Reuters Holdings Inc.
- EIN
- 06-1497995
- Plan number
- 002
- Plan type
- 2
- Location
- Eagan, MN
- Latest filing year
- 2023
- Participants
- 22,485
- End-of-year plan assets
- $4,147,965,327
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 22,485 | H, C | 20241004162339NAL0019936640001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,147,965,327
- Total liabilities (EOY)
- $813,605
- Net assets (EOY)
- $4,147,151,722
- Net assets (BOY)
- $3,620,782,377
Income & contributions
- Employer contributions
- $48,947,170
- Participant contributions
- $111,499,385
- Total contributions
- $171,930,000
- Total income / additions
- $835,212,799
Expenses & distributions
- Benefits paid
- $306,439,079
- Administrative expenses
- $2,497,916
- Total expenses
- $308,843,454
- Net increase / (decrease)
- $526,369,345
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Voya Retirement Advisors, LLC | INVESTMENT ADVISOR | $1,366,334 | not reported in the loaded dataset | 2023 |
| Voya Institutional Plan Services | RECORDKEEPER/TRUSTEE | $631,442 | $0 | 2023 |
| Gsam | NONE | $235,217 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers LLC | NONE | $118,535 | not reported in the loaded dataset | 2023 |
| Morgan Lewis & Bockius Llp | NONE | $76,593 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $46,875 | not reported in the loaded dataset | 2023 |
| Fiducient | NONE | $17,520 | not reported in the loaded dataset | 2023 |
| Qdro Consultants | NONE | $5,400 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Thomson Reuters Holdings Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Eagan, MN
- Voya Retirement Advisors, LLC — Schedule C compensation
- Voya Institutional Plan Services — Schedule C compensation
- Gsam — Schedule C compensation
- Pricewaterhousecoopers LLC — Schedule C compensation
- Morgan Lewis & Bockius Llp — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Fiducient — Schedule C compensation
- Qdro Consultants — Schedule C compensation