2023 Form 5500 filing — Wolters Kluwer 401(K) 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 20241015014400NAL0014019459001) for Wolters Kluwer 401(K) Plan, reported by Wolters Kluwer United States, Inc. under EIN 13-3577870 and plan number 002. It reports 12,955 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015014400NAL0014019459001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wolters Kluwer United States, Inc.
- EIN
- 13-3577870
- Plan number
- 002
- Location
- Riverwoods, IL
- Participants
- 12,955
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,054,821,596
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,054,821,596
- Employer contributions
- $58,145,783
- Participant contributions
- $94,004,613
- Total income / additions
- $494,008,496
- Benefits paid
- $139,027,844
- Administrative expenses
- $1,215,601
- Total expenses
- $140,243,445
- Net increase / (decrease)
- $353,765,051
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Invt. Inst. Ops. Co. Inc. | NONE | $617,789 | $0 |
| Strategic Advisors, Inc. | NONE | $499,421 | not reported in the loaded dataset |
| Mercer Investment Advisers LLC | NONE | $105,068 | not reported in the loaded dataset |