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  2. THOMSON REUTERS HOLDINGS INC.
Sponsor portfolioTH

THOMSON REUTERS HOLDINGS INC.

EIN 06-1497995-Latest filing 2025
Plans
6
Retirement
2
$5.88B assets
Welfare
4
$14.3M premiums
Participants
59,060
2900 AMES CROSSING ROAD, SUITE 100 - EAGAN, MN 55121651-687-7000
Plans on this EIN
6 filings
#002401k-$4.47B - 20,290 part#001CashBalance-$1.40B - 11,810 part#501Mixed-$14.0M - 8,533 lives#511Mixed-$200K - 308 lives#507Fully Insured-$124K - 8,436 lives#510Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $5.88B assets / 32,100 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • REUTERS 401(K) Savings (#002)76%
  • REUTERS GROUP PENSION (#001)24%
Total $5.88BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
76%top
  • VOYA RETIREMENT INSURANCE & ANNUITY76%
  • ALIGHT SOLUTIONS LLC24%
Total $5.88BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • REUTERS 401(K) Savings (#002)20,290
  • REUTERS GROUP PENSION (#001)11,810
Total 32,100Click row to drill in

Benefits portfolio analytics

4 plans / $14.3M premiums / 17,277 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$7.7M
  • Life$5.5M
  • Long-term disability$3.4M
  • Dental$2.7M
  • Short-term disability$319K
  • Health$155K
Total $14.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA66%
  • DELTA DENTAL OF CALIFORNIA19%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY10%
  • ARAG INSURANCE COMPANY3%
  • UNITEDHEALTHCARE INSURANCE COMPANY1%
  • +3 more
Total $14.3M8 slices

Broker market share

Schedule A broker compensation

Split broker
77%top
  • MERCER HEALTH AND BENEFITS, LLC77%
  • NFP INSURANCE SERVICES INC14%
  • TEMPO HOLDINGS COMPANY LLC8%
  • M FINANCIAL HOLDINGS INC1%
Total $962K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THOMSON REUTERS 401(K) SAVINGS PLAN

401k

Assets$4.47B
Participants20,290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THOMSON REUTERS GROUP PENSION PLAN

CashBalance

Assets$1.40B
Participants11,810
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THOMSON REUTERS HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$14.0M
Covered lives8,533
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511

THOMSON REUTERS RETIREE MEDICAL PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$200K
Covered lives308
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

THOMSON REUTERS HOLDINGS INC. TRAVEL ACCIDENT PLAN

Fully Insured - FEDERAL INSURANCE COMPANY

Premiums$124K
Covered lives8,436
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

THE THOMSON REUTERS SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THOMSON REUTERS 401(K) SAVINGS PLAN401k$4.47B20,2902024
001THOMSON REUTERS GROUP PENSION PLANCashBalance$1.40B11,8102024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THOMSON REUTERS HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$14.0M8,5332025
511THOMSON REUTERS RETIREE MEDICAL PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$200K3082025
507THOMSON REUTERS HOLDINGS INC. TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$124K8,4362025
510THE THOMSON REUTERS SEVERANCE PLANSelf Funded-$002025
Retirement plans
Welfare plans
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