2023 Form 5500 filing — Thomson Reuters Group Pension 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 20241011072143NAL0036316960001) for Thomson Reuters Group Pension Plan, reported by Thomson Reuters Holdings Inc. under EIN 06-1497995 and plan number 001. It reports 12,483 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011072143NAL0036316960001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Thomson Reuters Holdings Inc.
- EIN
- 06-1497995
- Plan number
- 001
- Location
- Eagan, MN
- Participants
- 12,483
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,564,522,857
- Total liabilities (EOY)
- $9,987,501
- Net assets (EOY)
- $1,554,535,356
- Total income / additions
- $147,789,872
- Benefits paid
- $102,177,236
- Administrative expenses
- $14,161,008
- Total expenses
- $116,338,244
- Net increase / (decrease)
- $31,451,628
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions, LLC | RECORD KEEPER | $1,151,046 | $552 |
| Goldman Sachs | INVESTMENT MANAGER | $930,236 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | NONE | $501,852 | not reported in the loaded dataset |
| Harding Loevner Lp | NONE | $359,878 | $0 |
| Jpmorgan Chase Bank Na | TRUSTEE AND INVEST MGR | $286,998 | $0 |
| Western Asset Management Company | NONE | $231,250 | not reported in the loaded dataset |
| Prudential Insurance Co. | INVESTMENT MANAGER | $225,929 | $0 |
| Genesis Asset Managers Llp | INVESTMENT MANAGER | $199,497 | not reported in the loaded dataset |
| Nisa Investment Advisors LLC | NONE | $183,553 | not reported in the loaded dataset |
| Sanders Capital, LLC | NONE | $145,125 | $0 |
| Pricewaterhousecoopers Llp | NONE | $142,242 | not reported in the loaded dataset |
| Voya Investment Trust Company | INVESTMENT MANAGER | $113,076 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | INVESTMENT MANAGER | $109,816 | $0 |
| Income Research And Management | NONE | $95,508 | not reported in the loaded dataset |
| Wellington Trust Company, Na | INVESTMENT MANAGER | $90,428 | not reported in the loaded dataset |
| Morgan Lewis Bockius Llp | NONE | $35,706 | not reported in the loaded dataset |
| State Street Global Advisors | INVESTMENT MANAGER | $20,836 | $0 |