Thomson Reuters Group Pension 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 Group Pension Plan is a benefit plan reported by Thomson Reuters Holdings Inc. under EIN 06-1497995 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,483 participants and $1,564,522,857 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
- 001
- Plan type
- 2
- Location
- Eagan, MN
- Latest filing year
- 2023
- Participants
- 12,483
- End-of-year plan assets
- $1,564,522,857
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,483 | H, C | 20241011072143NAL0036316960001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,564,522,857
- Total liabilities (EOY)
- $9,987,501
- Net assets (EOY)
- $1,554,535,356
- Net assets (BOY)
- $1,523,083,728
Income & contributions
- Total contributions
- $0
- Total income / additions
- $147,789,872
Expenses & distributions
- Benefits paid
- $102,177,236
- Administrative expenses
- $14,161,008
- Total expenses
- $116,338,244
- Net increase / (decrease)
- $31,451,628
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Alight Solutions, LLC | RECORD KEEPER | $1,151,046 | $552 | 2023 |
| Goldman Sachs | INVESTMENT MANAGER | $930,236 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | NONE | $501,852 | not reported in the loaded dataset | 2023 |
| Harding Loevner Lp | NONE | $359,878 | $0 | 2023 |
| Jpmorgan Chase Bank Na | TRUSTEE AND INVEST MGR | $286,998 | $0 | 2023 |
| Western Asset Management Company | NONE | $231,250 | not reported in the loaded dataset | 2023 |
| Prudential Insurance Co. | INVESTMENT MANAGER | $225,929 | $0 | 2023 |
| Genesis Asset Managers Llp | INVESTMENT MANAGER | $199,497 | not reported in the loaded dataset | 2023 |
| Nisa Investment Advisors LLC | NONE | $183,553 | not reported in the loaded dataset | 2023 |
| Sanders Capital, LLC | NONE | $145,125 | $0 | 2023 |
| Pricewaterhousecoopers Llp | NONE | $142,242 | not reported in the loaded dataset | 2023 |
| Voya Investment Trust Company | INVESTMENT MANAGER | $113,076 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | INVESTMENT MANAGER | $109,816 | $0 | 2023 |
| Income Research And Management | NONE | $95,508 | not reported in the loaded dataset | 2023 |
| Wellington Trust Company, Na | INVESTMENT MANAGER | $90,428 | not reported in the loaded dataset | 2023 |
| Morgan Lewis Bockius Llp | NONE | $35,706 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | INVESTMENT MANAGER | $20,836 | $0 | 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
- Alight Solutions, LLC — Schedule C compensation
- Goldman Sachs — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Harding Loevner Lp — Schedule C compensation
- Jpmorgan Chase Bank Na — Schedule C compensation
- Western Asset Management Company — Schedule C compensation
- Prudential Insurance Co. — Schedule C compensation
- Genesis Asset Managers Llp — Schedule C compensation
- Nisa Investment Advisors LLC — Schedule C compensation
- Sanders Capital, LLC — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation
- Voya Investment Trust Company — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Income Research And Management — Schedule C compensation
- Wellington Trust Company, Na — Schedule C compensation
- Morgan Lewis Bockius Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation