Plan5500

Wolters Kluwer 401(K) Plan — Form 5500 plan (Wolters Kluwer United States, 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, Wolters Kluwer 401(K) Plan is a benefit plan reported by Wolters Kluwer United States, Inc. under EIN 13-3577870 and plan number 002. The latest loaded filing year is 2023. The filing reports 12,955 participants and $2,054,821,596 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wolters Kluwer United States, Inc.
EIN
13-3577870
Plan number
002
Plan type
2
Location
Riverwoods, IL
Latest filing year
2023
Participants
12,955
End-of-year plan assets
$2,054,821,596

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202312,955H, C20241015014400NAL0014019459001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,054,821,596
Total liabilities (EOY)
$0
Net assets (EOY)
$2,054,821,596
Net assets (BOY)
$1,701,056,545

Income & contributions

Employer contributions
$58,145,783
Participant contributions
$94,004,613
Total contributions
$172,242,846
Total income / additions
$494,008,496

Expenses & distributions

Benefits paid
$139,027,844
Administrative expenses
$1,215,601
Total expenses
$140,243,445
Net increase / (decrease)
$353,765,051

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Invt. Inst. Ops. Co. Inc.NONE$617,789$02023
Strategic Advisors, Inc.NONE$499,421not reported in the loaded dataset2023
Mercer Investment Advisers LLCNONE$105,068not reported in the loaded dataset2023

Related Form 5500 pages