Clarivate Analytics 401(K) Savings Plan — Form 5500 plan (Clarivate Analytics (Us) LLC)

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, Clarivate Analytics 401(K) Savings Plan is a benefit plan reported by Clarivate Analytics (Us) LLC under EIN 23-1569117 and plan number 001. The latest loaded filing year is 2023. The filing reports 3,938 participants and $447,407,744 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Clarivate Analytics (Us) LLC
EIN
23-1569117
Plan number
001
Plan type
2
Location
Ann Arbor, MI
Latest filing year
2023
Participants
3,938
End-of-year plan assets
$447,407,744

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20233,938H, C20241014091057NAL0026880305001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$447,407,744
Total liabilities (EOY)
$79,498
Net assets (EOY)
$447,328,246
Net assets (BOY)
$360,367,783

Income & contributions

Employer contributions
$13,044,624
Participant contributions
$32,569,671
Total contributions
$53,687,358
Total income / additions
$122,925,138

Expenses & distributions

Benefits paid
$35,533,292
Administrative expenses
$339,861
Total expenses
$35,964,675
Net increase / (decrease)
$86,960,463

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$240,842$02023
Strategic Advisors, Inc.ADVISOR$88,965not reported in the loaded dataset2023
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$10,054not reported in the loaded dataset2023

Related Form 5500 pages