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  2. WOLTERS KLUWER UNITED STATES, INC.
Sponsor portfolioTH

WOLTERS KLUWER UNITED STATES, INC.

EIN 13-3577870-publishing-Latest filing 2024
Plans
4
Retirement
2
$2.45B assets
Welfare
2
$16.5M premiums
Participants
24,545
2700 LAKE COOK ROAD - RIVERWOODS, IL 600153867847-580-5000LinkedIn5001-10000 employeespublishing
Plans on this EIN
4 filings
#002401k-$2.38B - 12,710 part#001TraditionalDB-$70.1M - 1,425 part#501Mixed-$16.5M - 8,664 lives#502Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $2.45B assets / 14,135 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • WOLTERS KLUWER 401(K) (#002)97%
  • AND WAVERLY PENSION (#001)3%
Total $2.45BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
97%top
  • FIDELITY INVESTMENTS INSTITUTIONAL97%
  • (Not disclosed)3%
Total $2.45BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • WOLTERS KLUWER 401(K) (#002)12,710
  • AND WAVERLY PENSION (#001)1,425
Total 14,135Click row to drill in

Benefits portfolio analytics

2 plans / $16.5M premiums / 8,664 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.2M
  • Other$6.6M
  • Prescription drug$6.0M
  • Life$5.8M
  • Long-term disability$3.0M
  • Dental$1.7M
Total $16.5M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • KAISER FOUNDATION HEALTH PLAN INC36%
  • METROPOLITAN LIFE INSURANCE COMPANY35%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY18%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
  • DELAWARE AMERICAN LIFE INSURANCE COMPANY0%
  • +1 more
Total $16.5M6 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $849K1 slice

Plan deep-dives

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

WOLTERS KLUWER 401(K) PLAN

401k

Assets$2.38B
Participants12,710
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLAN

TraditionalDB

Assets$70.1M
Participants1,425
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

WOLTERS KLUWER UNITED STATES INC. GROUP HEALTH AND WELFARE BENEFITS PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN INC.

Premiums$16.5M
Covered lives8,664
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

WOLTERS KLUWER UNITED STATES INC. RETIREE HEALTH AND WELFARE BENEFITS PLAN

Self Funded

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

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002WOLTERS KLUWER 401(K) PLAN401k$2.38B12,7102024
001WOLTERS KLUWER CCH, SPRINGHOUSE AND WAVERLY PENSION PLANTraditionalDB$70.1M1,4252024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501WOLTERS KLUWER UNITED STATES INC. GROUP HEALTH AND WELFARE BENEFITS PLANMixedKAISER FOUNDATION HEALTH PLAN INC.$16.5M8,6642024
502WOLTERS KLUWER UNITED STATES INC. RETIREE HEALTH AND WELFARE BENEFITS PLANSelf Funded-$002024
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