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  2. THOMSON REUTERS HOLDINGS INC.
Sponsor portfolioTH

THOMSON REUTERS HOLDINGS INC.

EIN 06-1497995-Information-Latest filing 2024
Plans
6
Retirement
2
$5.88B assets
Welfare
4
$17.5M premiums
Participants
58,786
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-$17.1M - 9,039 lives#511Mixed-$229K - 327 lives#507Fully Insured-$121K - 8,304 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 / $17.5M premiums / 17,670 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$8.5M
  • Life$6.3M
  • Long-term disability$5.6M
  • Dental$1.5M
  • Health$865K
  • Short-term disability$324K
Total $17.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
71%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA71%
  • AETNA LIFE INSURANCE COMPANY9%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY9%
  • DELTA DENTAL OF CALIFORNIA7%
  • ARAG INSURANCE COMPANY2%
  • +3 more
Total $17.5M8 slices

Broker market share

Schedule A broker compensation

Split broker
61%top
  • MERCER HEALTH AND BENEFITS, LLC61%
  • NFP INSURANCE SERVICES INC24%
  • TEMPO HOLDINGS COMPANY LLC13%
  • M FINANCIAL HOLDINGS INC2%
  • BAB CONSULTANTS INC.0%
Total $547K5 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$17.1M
Covered lives9,039
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$229K
Covered lives327
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$121K
Covered lives8,304
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$17.1M9,0392024
511THOMSON REUTERS RETIREE MEDICAL PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$229K3272024
507THOMSON REUTERS HOLDINGS INC. TRAVEL ACCIDENT PLANFully InsuredFEDERAL INSURANCE COMPANY$121K8,3042024
510THE THOMSON REUTERS SEVERANCE PLANSelf Funded-$002024
Retirement plans
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