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REED ELSEVIER US RETIREMENT PLAN 401k Plan overview

Plan NameREED ELSEVIER US RETIREMENT PLAN
Plan identification number 004

REED ELSEVIER US RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

RELX INC. has sponsored the creation of one or more 401k plans.

Company Name:RELX INC.
Employer identification number (EIN):521471842
NAIC Classification:511120
NAIC Description:Periodical Publishers

Form 5500 Filing Information

Submission information for form 5500 for 401k plan REED ELSEVIER US RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01ROBERT MUNOZ2023-07-28 LYNN FORMICA2023-07-28
0042021-01-01ROBERT MUNOZ2022-08-01 LYNN FORMICA2022-08-01
0042021-01-01ROBERT MUNOZ2022-08-01
0042020-01-01ROBERT MUNOZ2021-07-30 LYNN FORMICA2021-07-30
0042019-01-01ROBERT MUNOZ2020-07-31
0042018-01-01ROBERT MUNOZ2019-09-12 LYNN FORMICA2019-09-12
0042017-01-01
0042016-01-01ROBERT MUNOZ LYNN FORMICA2017-10-16
0042015-01-01ROBERT MUNOZ EDWARD COMSTOCK2016-07-29
0042014-01-01ROBERT MUNOZ EDWARD COMSTOCK2015-10-16
0042013-01-01DANIELLE SHANES EDWARD COMSTOCK2014-10-15
0042012-01-01DANIELLE SHANES EDWARD COMSTOCK2013-10-14
0042011-01-01DANIELLE SHANES EDWARD COMSTOCK2012-10-12
0042010-01-01DANIELLE SHANES EDWARD COMSTOCK2011-10-12
0042009-01-01DANIELLE SHANES EDWARD COMSTOCK2010-10-13

Plan Statistics for REED ELSEVIER US RETIREMENT PLAN

401k plan membership statisitcs for REED ELSEVIER US RETIREMENT PLAN

Measure Date Value
2022: REED ELSEVIER US RETIREMENT PLAN 2022 401k membership
Market value of plan assets2022-12-311,362,713,933
Acturial value of plan assets2022-12-311,349,340,771
Funding target for retired participants and beneficiaries receiving payment2022-12-31363,195,460
Number of terminated vested participants2022-12-316,540
Fundng target for terminated vested participants2022-12-31334,921,036
Active participant vested funding target2022-12-31275,562,771
Number of active participants2022-12-312,986
Total funding liabilities for active participants2022-12-31277,840,827
Total participant count2022-12-3112,101
Total funding target for all participants2022-12-31975,957,323
Balance at beginning of prior year after applicable adjustments2022-12-31233,759,032
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31233,759,032
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31230,486,406
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-314,000,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0111,999
Total number of active participants reported on line 7a of the Form 55002022-01-012,794
Number of retired or separated participants receiving benefits2022-01-012,572
Number of other retired or separated participants entitled to future benefits2022-01-016,065
Total of all active and inactive participants2022-01-0111,431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01231
Total participants2022-01-0111,662
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: REED ELSEVIER US RETIREMENT PLAN 2021 401k membership
Market value of plan assets2021-12-311,469,735,617
Acturial value of plan assets2021-12-311,322,762,055
Funding target for retired participants and beneficiaries receiving payment2021-12-31321,919,610
Number of terminated vested participants2021-12-317,188
Fundng target for terminated vested participants2021-12-31362,188,116
Active participant vested funding target2021-12-31300,386,970
Number of active participants2021-12-313,323
Total funding liabilities for active participants2021-12-31302,196,044
Total participant count2021-12-3112,644
Total funding target for all participants2021-12-31986,303,770
Balance at beginning of prior year after applicable adjustments2021-12-31200,634,308
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31200,634,308
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31233,759,032
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-314,000,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0112,538
Total number of active participants reported on line 7a of the Form 55002021-01-012,986
Number of retired or separated participants receiving benefits2021-01-012,375
Number of other retired or separated participants entitled to future benefits2021-01-016,384
Total of all active and inactive participants2021-01-0111,745
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01254
Total participants2021-01-0111,999
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: REED ELSEVIER US RETIREMENT PLAN 2020 401k membership
Market value of plan assets2020-12-311,320,556,971
Acturial value of plan assets2020-12-311,232,938,450
Funding target for retired participants and beneficiaries receiving payment2020-12-31300,055,882
Number of terminated vested participants2020-12-317,483
Fundng target for terminated vested participants2020-12-31360,772,164
Active participant vested funding target2020-12-31319,325,407
Number of active participants2020-12-313,624
Total funding liabilities for active participants2020-12-31321,381,901
Total participant count2020-12-3113,038
Total funding target for all participants2020-12-31982,209,947
Balance at beginning of prior year after applicable adjustments2020-12-31165,430,663
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31165,430,663
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-31200,634,308
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-314,000,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0112,928
Total number of active participants reported on line 7a of the Form 55002020-01-013,323
Number of retired or separated participants receiving benefits2020-01-011,940
Number of other retired or separated participants entitled to future benefits2020-01-017,038
Total of all active and inactive participants2020-01-0112,301
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01237
Total participants2020-01-0112,538
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: REED ELSEVIER US RETIREMENT PLAN 2019 401k membership
Market value of plan assets2019-12-311,231,193,222
Acturial value of plan assets2019-12-311,279,550,903
Funding target for retired participants and beneficiaries receiving payment2019-12-31332,393,993
Number of terminated vested participants2019-12-318,649
Fundng target for terminated vested participants2019-12-31383,592,520
Active participant vested funding target2019-12-31335,524,405
Number of active participants2019-12-314,016
Total funding liabilities for active participants2019-12-31338,020,549
Total participant count2019-12-3115,394
Total funding target for all participants2019-12-311,054,007,062
Balance at beginning of prior year after applicable adjustments2019-12-31174,910,830
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31174,910,830
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31165,430,663
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-314,000,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-0115,299
Total number of active participants reported on line 7a of the Form 55002019-01-013,624
Number of retired or separated participants receiving benefits2019-01-011,753
Number of other retired or separated participants entitled to future benefits2019-01-017,322
Total of all active and inactive participants2019-01-0112,699
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01229
Total participants2019-01-0112,928
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: REED ELSEVIER US RETIREMENT PLAN 2018 401k membership
Market value of plan assets2018-12-311,368,906,033
Acturial value of plan assets2018-12-311,266,678,215
Funding target for retired participants and beneficiaries receiving payment2018-12-31306,360,722
Number of terminated vested participants2018-12-318,994
Fundng target for terminated vested participants2018-12-31381,230,245
Active participant vested funding target2018-12-31345,569,330
Number of active participants2018-12-314,432
Total funding liabilities for active participants2018-12-31348,763,379
Total participant count2018-12-3115,930
Total funding target for all participants2018-12-311,036,354,346
Balance at beginning of prior year after applicable adjustments2018-12-31151,766,447
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31151,766,447
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-31174,910,830
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3110,171,094
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-0115,837
Total number of active participants reported on line 7a of the Form 55002018-01-014,028
Number of retired or separated participants receiving benefits2018-01-012,486
Number of other retired or separated participants entitled to future benefits2018-01-018,411
Total of all active and inactive participants2018-01-0114,925
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01374
Total participants2018-01-0115,299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: REED ELSEVIER US RETIREMENT PLAN 2017 401k membership
Market value of plan assets2017-12-311,250,774,804
Acturial value of plan assets2017-12-311,250,406,606
Funding target for retired participants and beneficiaries receiving payment2017-12-31271,498,109
Number of terminated vested participants2017-12-319,281
Fundng target for terminated vested participants2017-12-31363,272,513
Active participant vested funding target2017-12-31351,637,942
Number of active participants2017-12-314,907
Total funding liabilities for active participants2017-12-31354,603,329
Total participant count2017-12-3116,506
Total funding target for all participants2017-12-31989,373,951
Balance at beginning of prior year after applicable adjustments2017-12-31138,435,143
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31138,435,143
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3142,298,573
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3144,874,556
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31151,766,447
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3114,082,411
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-0116,506
Total number of active participants reported on line 7a of the Form 55002017-01-014,444
Number of retired or separated participants receiving benefits2017-01-012,277
Number of other retired or separated participants entitled to future benefits2017-01-018,719
Total of all active and inactive participants2017-01-0115,440
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01397
Total participants2017-01-0115,837
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: REED ELSEVIER US RETIREMENT PLAN 2016 401k membership
Market value of plan assets2016-12-311,256,348,500
Acturial value of plan assets2016-12-311,286,716,119
Funding target for retired participants and beneficiaries receiving payment2016-12-31286,173,179
Number of terminated vested participants2016-12-3111,106
Fundng target for terminated vested participants2016-12-31382,737,221
Active participant vested funding target2016-12-31356,973,774
Number of active participants2016-12-315,446
Total funding liabilities for active participants2016-12-31360,250,847
Total participant count2016-12-3120,470
Total funding target for all participants2016-12-311,029,161,247
Balance at beginning of prior year after applicable adjustments2016-12-31141,737,630
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31141,737,630
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3142,261,238
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3144,923,696
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31138,435,143
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3145,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3142,298,573
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3117,174,921
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3142,298,573
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-0120,360
Total number of active participants reported on line 7a of the Form 55002016-01-014,907
Number of retired or separated participants receiving benefits2016-01-012,120
Number of other retired or separated participants entitled to future benefits2016-01-018,982
Total of all active and inactive participants2016-01-0116,009
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01497
Total participants2016-01-0116,506
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: REED ELSEVIER US RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0121,111
Total number of active participants reported on line 7a of the Form 55002015-01-015,459
Number of retired or separated participants receiving benefits2015-01-013,516
Number of other retired or separated participants entitled to future benefits2015-01-0110,733
Total of all active and inactive participants2015-01-0119,708
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01652
Total participants2015-01-0120,360
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: REED ELSEVIER US RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0121,764
Total number of active participants reported on line 7a of the Form 55002014-01-016,075
Number of retired or separated participants receiving benefits2014-01-013,374
Number of other retired or separated participants entitled to future benefits2014-01-0111,079
Total of all active and inactive participants2014-01-0120,528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01583
Total participants2014-01-0121,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: REED ELSEVIER US RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0124,772
Total number of active participants reported on line 7a of the Form 55002013-01-017,384
Number of retired or separated participants receiving benefits2013-01-013,241
Number of other retired or separated participants entitled to future benefits2013-01-0110,602
Total of all active and inactive participants2013-01-0121,227
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01537
Total participants2013-01-0121,764
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: REED ELSEVIER US RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0128,744
Total number of active participants reported on line 7a of the Form 55002012-01-018,517
Number of retired or separated participants receiving benefits2012-01-013,021
Number of other retired or separated participants entitled to future benefits2012-01-0112,678
Total of all active and inactive participants2012-01-0124,216
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01556
Total participants2012-01-0124,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: REED ELSEVIER US RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0129,488
Total number of active participants reported on line 7a of the Form 55002011-01-019,569
Number of retired or separated participants receiving benefits2011-01-012,736
Number of other retired or separated participants entitled to future benefits2011-01-0115,825
Total of all active and inactive participants2011-01-0128,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01614
Total participants2011-01-0128,744
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01168
2010: REED ELSEVIER US RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-0128,849
Total number of active participants reported on line 7a of the Form 55002010-01-0111,190
Number of retired or separated participants receiving benefits2010-01-012,594
Number of other retired or separated participants entitled to future benefits2010-01-0115,219
Total of all active and inactive participants2010-01-0129,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01485
Total participants2010-01-0129,488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-01130
2009: REED ELSEVIER US RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-0128,142
Total number of active participants reported on line 7a of the Form 55002009-01-0111,572
Number of retired or separated participants receiving benefits2009-01-012,469
Number of other retired or separated participants entitled to future benefits2009-01-0114,426
Total of all active and inactive participants2009-01-0128,467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01382
Total participants2009-01-0128,849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01126

Financial Data on REED ELSEVIER US RETIREMENT PLAN

Measure Date Value
2022 : REED ELSEVIER US RETIREMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-216,545,056
Total unrealized appreciation/depreciation of assets2022-12-31$-216,545,056
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$289,700,323
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$124,704,162
Total income from all sources (including contributions)2022-12-31$-267,444,648
Total loss/gain on sale of assets2022-12-31$-72,983,763
Total of all expenses incurred2022-12-31$63,905,574
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$58,635,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$1,321,149,675
Value of total assets at beginning of year2022-12-31$1,487,503,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$5,269,609
Total interest from all sources2022-12-31$33,545,377
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,989,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,989,227
Administrative expenses professional fees incurred2022-12-31$756,753
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$87,571,208
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$56,403,397
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$48,262,544
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$107,939,971
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$289,700,323
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$124,704,162
Other income not declared elsewhere2022-12-31$51,367
Administrative expenses (other) incurred2022-12-31$1,023,604
Total non interest bearing cash at end of year2022-12-31$3,304,949
Total non interest bearing cash at beginning of year2022-12-31$4,308,077
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-331,350,222
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,031,449,352
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,362,799,574
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$4,216,905
Assets. partnership/joint venture interests at beginning of year2022-12-31$6,742,920
Investment advisory and management fees2022-12-31$2,926,240
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,011,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$97,178,233
Interest earned on other investments2022-12-31$2,157,258
Income. Interest from US Government securities2022-12-31$3,784,272
Income. Interest from corporate debt instruments2022-12-31$27,962,402
Value of interest in common/collective trusts at end of year2022-12-31$17,625,135
Value of interest in common/collective trusts at beginning of year2022-12-31$3,699,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$66,398
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$15,846,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$15,846,290
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$-358,555
Asset value of US Government securities at end of year2022-12-31$510,963,894
Asset value of US Government securities at beginning of year2022-12-31$407,780,266
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-13,781,957
Net investment gain or loss from common/collective trusts2022-12-31$280,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$58,635,965
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$606,127,429
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$787,604,731
Contract administrator fees2022-12-31$563,012
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$9,433,581,942
Aggregate carrying amount (costs) on sale of assets2022-12-31$9,506,565,705
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31GRANT THORNTON
Accountancy firm EIN2022-12-31366055558
2021 : REED ELSEVIER US RETIREMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-32,405,552
Total unrealized appreciation/depreciation of assets2021-12-31$-32,405,552
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$124,704,162
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$120,293,356
Total income from all sources (including contributions)2021-12-31$-17,171,437
Total loss/gain on sale of assets2021-12-31$-21,807,056
Total of all expenses incurred2021-12-31$90,555,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$84,997,055
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$1,487,503,736
Value of total assets at beginning of year2021-12-31$1,590,819,495
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,558,073
Total interest from all sources2021-12-31$40,747,912
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,766,398
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,766,398
Administrative expenses professional fees incurred2021-12-31$1,040,584
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$4,477,555
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$56,403,397
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$69,391,378
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$107,939,971
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$75,262,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$124,704,162
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$120,293,356
Other income not declared elsewhere2021-12-31$85,187
Administrative expenses (other) incurred2021-12-31$1,190,168
Total non interest bearing cash at end of year2021-12-31$4,308,077
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-107,726,565
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,362,799,574
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,470,526,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$6,742,920
Assets. partnership/joint venture interests at beginning of year2021-12-31$10,018,149
Investment advisory and management fees2021-12-31$2,599,290
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$97,178,233
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$184,632,570
Interest earned on other investments2021-12-31$2,963,881
Income. Interest from US Government securities2021-12-31$3,306,438
Income. Interest from corporate debt instruments2021-12-31$34,070,991
Value of interest in common/collective trusts at end of year2021-12-31$3,699,851
Value of interest in common/collective trusts at beginning of year2021-12-31$17,082,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$15,846,290
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$14,897,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$14,897,266
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$406,602
Asset value of US Government securities at end of year2021-12-31$407,780,266
Asset value of US Government securities at beginning of year2021-12-31$426,045,599
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$-7,562,562
Net investment gain or loss from common/collective trusts2021-12-31$4,236
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$84,997,055
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$787,604,731
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$789,011,371
Contract administrator fees2021-12-31$728,031
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$2,483,264,104
Aggregate carrying amount (costs) on sale of assets2021-12-31$2,505,071,160
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31GRANT THORNTON
Accountancy firm EIN2021-12-31366055558
2020 : REED ELSEVIER US RETIREMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$57,719,158
Total unrealized appreciation/depreciation of assets2020-12-31$57,719,158
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$120,293,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$220,986,356
Total income from all sources (including contributions)2020-12-31$215,535,897
Total loss/gain on sale of assets2020-12-31$58,905,455
Total of all expenses incurred2020-12-31$66,512,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$60,417,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$1,590,819,495
Value of total assets at beginning of year2020-12-31$1,542,488,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$6,094,403
Total interest from all sources2020-12-31$24,013,428
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$7,110,860
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$7,155,031
Administrative expenses professional fees incurred2020-12-31$947,436
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$4,477,555
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$4,033,782
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$69,391,378
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$59,384,734
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$75,262,861
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$63,170,279
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$120,293,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$220,986,356
Other income not declared elsewhere2020-12-31$196,248
Administrative expenses (other) incurred2020-12-31$1,142,213
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$5,736,410
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$149,023,672
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,470,526,139
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,321,502,467
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$10,018,149
Assets. partnership/joint venture interests at beginning of year2020-12-31$11,347,493
Investment advisory and management fees2020-12-31$3,091,185
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$184,632,570
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$192,121,918
Interest earned on other investments2020-12-31$4,659,146
Income. Interest from US Government securities2020-12-31$1,134,047
Income. Interest from corporate debt instruments2020-12-31$18,224,730
Value of interest in common/collective trusts at end of year2020-12-31$17,082,746
Value of interest in common/collective trusts at beginning of year2020-12-31$434,841,448
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$14,897,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$-4,495
Asset value of US Government securities at end of year2020-12-31$426,045,599
Asset value of US Government securities at beginning of year2020-12-31$366,074,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$14,029,680
Net investment gain or loss from common/collective trusts2020-12-31$53,561,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Income. Dividends from preferred stock2020-12-31$-2,808
Income. Dividends from common stock2020-12-31$-41,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$60,417,822
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$789,011,371
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$405,778,463
Contract administrator fees2020-12-31$913,569
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$5,809,839,769
Aggregate carrying amount (costs) on sale of assets2020-12-31$5,750,934,314
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31GRANT THORNTON
Accountancy firm EIN2020-12-31366055558
2019 : REED ELSEVIER US RETIREMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$63,044,696
Total unrealized appreciation/depreciation of assets2019-12-31$63,044,696
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$220,986,356
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$145,981,403
Total income from all sources (including contributions)2019-12-31$267,324,483
Total loss/gain on sale of assets2019-12-31$47,831,932
Total of all expenses incurred2019-12-31$176,561,044
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$170,508,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$1,542,488,823
Value of total assets at beginning of year2019-12-31$1,376,720,431
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$6,052,454
Total interest from all sources2019-12-31$24,413,785
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$9,642,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$9,642,516
Administrative expenses professional fees incurred2019-12-31$813,704
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$4,033,782
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$3,525,450
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$59,384,734
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$72,796,428
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$83,363,456
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$63,170,279
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$45,127,257
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$220,986,356
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$145,981,403
Other income not declared elsewhere2019-12-31$508,792
Administrative expenses (other) incurred2019-12-31$1,292,525
Total non interest bearing cash at end of year2019-12-31$5,736,410
Total non interest bearing cash at beginning of year2019-12-31$12,126,086
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$90,763,439
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,321,502,467
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,230,739,028
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$11,347,493
Assets. partnership/joint venture interests at beginning of year2019-12-31$15,029,203
Investment advisory and management fees2019-12-31$3,103,430
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$192,121,918
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$236,261,872
Interest earned on other investments2019-12-31$6,007,251
Income. Interest from US Government securities2019-12-31$1,254,513
Income. Interest from corporate debt instruments2019-12-31$17,173,152
Value of interest in common/collective trusts at end of year2019-12-31$434,841,448
Value of interest in common/collective trusts at beginning of year2019-12-31$378,730,996
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-21,131
Asset value of US Government securities at end of year2019-12-31$366,074,296
Asset value of US Government securities at beginning of year2019-12-31$267,945,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,458,683
Net investment gain or loss from common/collective trusts2019-12-31$90,424,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$87,145,134
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$405,778,463
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$345,178,068
Contract administrator fees2019-12-31$842,795
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$8,235,433,441
Aggregate carrying amount (costs) on sale of assets2019-12-31$8,187,601,509
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31GRANT THORNTON
Accountancy firm EIN2019-12-31366055558
2018 : REED ELSEVIER US RETIREMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-21,741,402
Total unrealized appreciation/depreciation of assets2018-12-31$-21,741,402
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$145,981,403
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$180,419,913
Total income from all sources (including contributions)2018-12-31$-68,934,235
Total loss/gain on sale of assets2018-12-31$-23,386,134
Total of all expenses incurred2018-12-31$69,393,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$62,622,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$1,376,720,431
Value of total assets at beginning of year2018-12-31$1,549,486,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$6,771,218
Total interest from all sources2018-12-31$14,191,510
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$10,552,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$10,552,917
Administrative expenses professional fees incurred2018-12-31$2,376,604
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$3,525,450
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$3,452,895
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$72,796,428
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$74,304,251
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$45,127,257
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$67,504,353
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$145,981,403
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$180,419,913
Other income not declared elsewhere2018-12-31$824,115
Administrative expenses (other) incurred2018-12-31$1,272,896
Total non interest bearing cash at end of year2018-12-31$12,126,086
Total non interest bearing cash at beginning of year2018-12-31$12,689,757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-138,327,512
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,230,739,028
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,369,066,540
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$15,029,203
Assets. partnership/joint venture interests at beginning of year2018-12-31$20,189,206
Investment advisory and management fees2018-12-31$3,121,718
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$236,261,872
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$362,617,088
Interest earned on other investments2018-12-31$-2,295,178
Income. Interest from US Government securities2018-12-31$503,712
Income. Interest from corporate debt instruments2018-12-31$15,896,147
Value of interest in common/collective trusts at end of year2018-12-31$378,730,996
Value of interest in common/collective trusts at beginning of year2018-12-31$367,802,717
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$86,829
Asset value of US Government securities at end of year2018-12-31$267,945,071
Asset value of US Government securities at beginning of year2018-12-31$297,184,338
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-25,546,053
Net investment gain or loss from common/collective trusts2018-12-31$-23,829,188
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$62,622,059
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$345,178,068
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$343,741,848
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$5,343,639,056
Aggregate carrying amount (costs) on sale of assets2018-12-31$5,367,025,190
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : REED ELSEVIER US RETIREMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$35,942,887
Total unrealized appreciation/depreciation of assets2017-12-31$35,942,887
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$180,419,913
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$85,624,481
Total income from all sources (including contributions)2017-12-31$187,951,432
Total loss/gain on sale of assets2017-12-31$26,426,243
Total of all expenses incurred2017-12-31$70,192,392
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$64,030,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$1,549,486,453
Value of total assets at beginning of year2017-12-31$1,336,931,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$6,161,485
Total interest from all sources2017-12-31$18,552,167
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,012,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$16,012,589
Administrative expenses professional fees incurred2017-12-31$1,894,496
Assets. Corporate prefeered stocks other than exployer securities at end of year2017-12-31$3,452,895
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2017-12-31$4,552,524
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$74,304,251
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$52,645,514
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$67,504,353
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$30,244,919
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$180,419,913
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$85,624,481
Other income not declared elsewhere2017-12-31$560,304
Administrative expenses (other) incurred2017-12-31$1,093,420
Total non interest bearing cash at end of year2017-12-31$12,689,757
Total non interest bearing cash at beginning of year2017-12-31$4,695,805
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$117,759,040
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,369,066,540
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,251,307,500
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$20,189,206
Assets. partnership/joint venture interests at beginning of year2017-12-31$23,827,913
Investment advisory and management fees2017-12-31$3,173,569
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$362,617,088
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$311,558,686
Interest earned on other investments2017-12-31$4,179,111
Income. Interest from US Government securities2017-12-31$1,142,222
Income. Interest from corporate debt instruments2017-12-31$13,231,188
Value of interest in common/collective trusts at end of year2017-12-31$367,802,717
Value of interest in common/collective trusts at beginning of year2017-12-31$328,647,285
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-354
Asset value of US Government securities at end of year2017-12-31$297,184,338
Asset value of US Government securities at beginning of year2017-12-31$286,470,680
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$39,690,583
Net investment gain or loss from common/collective trusts2017-12-31$50,766,659
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$45,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$64,030,907
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$343,741,848
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$249,288,655
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$4,513,198,807
Aggregate carrying amount (costs) on sale of assets2017-12-31$4,486,772,564
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : REED ELSEVIER US RETIREMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$29,992,201
Total unrealized appreciation/depreciation of assets2016-12-31$29,992,201
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$85,624,481
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,507,456
Total income from all sources (including contributions)2016-12-31$165,991,211
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$171,729,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$164,321,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$45,000,000
Value of total assets at end of year2016-12-31$1,336,931,981
Value of total assets at beginning of year2016-12-31$1,283,552,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$7,407,733
Total interest from all sources2016-12-31$25,042,217
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$15,838,171
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$15,838,171
Administrative expenses professional fees incurred2016-12-31$2,483,299
Assets. Corporate prefeered stocks other than exployer securities at end of year2016-12-31$4,552,524
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2016-12-31$8,841,638
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$52,645,514
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$34,064,527
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$30,244,919
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$20,374,543
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$85,624,481
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$26,507,456
Other income not declared elsewhere2016-12-31$417,811
Administrative expenses (other) incurred2016-12-31$1,310,755
Total non interest bearing cash at end of year2016-12-31$4,695,805
Total non interest bearing cash at beginning of year2016-12-31$807,930
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-5,737,993
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,251,307,500
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$1,257,045,493
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$23,827,913
Assets. partnership/joint venture interests at beginning of year2016-12-31$26,732,894
Investment advisory and management fees2016-12-31$3,613,679
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$311,558,686
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$338,059,429
Interest earned on other investments2016-12-31$25,042,217
Value of interest in common/collective trusts at end of year2016-12-31$328,647,285
Value of interest in common/collective trusts at beginning of year2016-12-31$321,642,215
Asset value of US Government securities at end of year2016-12-31$286,470,680
Asset value of US Government securities at beginning of year2016-12-31$264,910,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$19,215,227
Net investment gain or loss from common/collective trusts2016-12-31$30,485,584
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$45,000,000
Employer contributions (assets) at end of year2016-12-31$45,000,000
Employer contributions (assets) at beginning of year2016-12-31$45,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$164,321,471
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$249,288,655
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$223,118,963
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : REED ELSEVIER US RETIREMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-14,403,085
Total unrealized appreciation/depreciation of assets2015-12-31$-14,403,085
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$26,507,456
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$3,930,637
Total income from all sources (including contributions)2015-12-31$17,879,714
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$68,608,468
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$61,995,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$45,000,000
Value of total assets at end of year2015-12-31$1,283,552,949
Value of total assets at beginning of year2015-12-31$1,311,704,884
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$6,613,015
Total interest from all sources2015-12-31$3,088,932
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$15,546,871
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$15,546,871
Administrative expenses professional fees incurred2015-12-31$3,057,784
Assets. Corporate prefeered stocks other than exployer securities at end of year2015-12-31$8,841,638
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2015-12-31$5,522,852
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$34,064,527
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$5,136,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$20,374,543
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$2,230,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$26,507,456
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$3,930,637
Other income not declared elsewhere2015-12-31$321,536
Administrative expenses (other) incurred2015-12-31$1,182,223
Total non interest bearing cash at end of year2015-12-31$807,930
Total non interest bearing cash at beginning of year2015-12-31$468,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-50,728,754
Value of net assets at end of year (total assets less liabilities)2015-12-31$1,257,045,493
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$1,307,774,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$26,732,894
Assets. partnership/joint venture interests at beginning of year2015-12-31$31,705,441
Investment advisory and management fees2015-12-31$2,373,008
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$338,059,429
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$722,442,486
Interest earned on other investments2015-12-31$3,088,932
Value of interest in common/collective trusts at end of year2015-12-31$321,642,215
Value of interest in common/collective trusts at beginning of year2015-12-31$365,658,432
Asset value of US Government securities at end of year2015-12-31$264,910,810
Asset value of US Government securities at beginning of year2015-12-31$120,600,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-29,528,175
Net investment gain or loss from common/collective trusts2015-12-31$-2,146,365
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$45,000,000
Employer contributions (assets) at end of year2015-12-31$45,000,000
Employer contributions (assets) at beginning of year2015-12-31$45,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$61,995,453
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$223,118,963
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$12,939,114
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2015-12-31133891517
2014 : REED ELSEVIER US RETIREMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$50,575,197
Total unrealized appreciation/depreciation of assets2014-12-31$50,575,197
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$3,930,637
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$218,994,711
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$73,703,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$68,228,352
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$45,000,000
Value of total assets at end of year2014-12-31$1,311,704,884
Value of total assets at beginning of year2014-12-31$1,162,483,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,475,480
Total interest from all sources2014-12-31$2,068,477
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$33,144,007
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$33,144,007
Administrative expenses professional fees incurred2014-12-31$2,413,319
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$5,522,852
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$5,136,831
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$2,230,566
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$3,930,637
Other income not declared elsewhere2014-12-31$344,444
Administrative expenses (other) incurred2014-12-31$813,952
Total non interest bearing cash at end of year2014-12-31$468,243
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$145,290,879
Value of net assets at end of year (total assets less liabilities)2014-12-31$1,307,774,247
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,162,483,368
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$31,705,441
Investment advisory and management fees2014-12-31$2,248,209
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$722,442,486
Interest earned on other investments2014-12-31$384,769
Income. Interest from US Government securities2014-12-31$1,106,115
Income. Interest from corporate debt instruments2014-12-31$577,593
Value of interest in master investment trust accounts at beginning of year2014-12-31$1,122,483,368
Value of interest in common/collective trusts at end of year2014-12-31$365,658,432
Asset value of US Government securities at end of year2014-12-31$120,600,919
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$60,192,790
Net investment gain or loss from common/collective trusts2014-12-31$27,669,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$45,000,000
Employer contributions (assets) at end of year2014-12-31$45,000,000
Employer contributions (assets) at beginning of year2014-12-31$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$68,228,352
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$12,939,114
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2014-12-31133891517
2013 : REED ELSEVIER US RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$99,609,623
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$136,309,489
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$128,892,157
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,000,000
Value of total assets at end of year2013-12-31$1,162,483,368
Value of total assets at beginning of year2013-12-31$1,199,183,234
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,417,332
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,857,114
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$1,560,218
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-36,699,866
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,162,483,368
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,199,183,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$1,122,483,368
Value of interest in master investment trust accounts at beginning of year2013-12-31$1,159,183,234
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$40,000,000
Employer contributions (assets) at end of year2013-12-31$40,000,000
Employer contributions (assets) at beginning of year2013-12-31$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$128,892,157
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2013-12-31133891517
2012 : REED ELSEVIER US RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$193,242,082
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$170,562,695
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$166,110,744
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$41,445,330
Value of total assets at end of year2012-12-31$1,199,183,234
Value of total assets at beginning of year2012-12-31$1,176,503,847
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,451,951
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$3,331,854
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,445,330
Administrative expenses (other) incurred2012-12-31$1,120,097
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$22,679,387
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,199,183,234
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,176,503,847
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$1,159,183,234
Value of interest in master investment trust accounts at beginning of year2012-12-31$1,126,503,847
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$40,000,000
Employer contributions (assets) at end of year2012-12-31$40,000,000
Employer contributions (assets) at beginning of year2012-12-31$50,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$166,110,744
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2012-12-31133891517
2011 : REED ELSEVIER US RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$185,685,838
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$55,366,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$51,428,279
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$50,027,293
Value of total assets at end of year2011-12-31$1,176,503,847
Value of total assets at beginning of year2011-12-31$1,046,184,643
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,938,355
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$2,795,313
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$27,293
Administrative expenses (other) incurred2011-12-31$1,143,042
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$130,319,204
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,176,503,847
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,046,184,643
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$1,126,503,847
Value of interest in master investment trust accounts at beginning of year2011-12-31$1,026,184,643
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$50,000,000
Employer contributions (assets) at end of year2011-12-31$50,000,000
Employer contributions (assets) at beginning of year2011-12-31$20,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$51,428,279
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2011-12-31133891517
2010 : REED ELSEVIER US RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$194,088,014
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$53,920,835
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$48,927,814
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$60,028,651
Value of total assets at end of year2010-12-31$1,046,184,643
Value of total assets at beginning of year2010-12-31$906,017,464
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$4,993,021
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$3,706,124
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$28,651
Administrative expenses (other) incurred2010-12-31$1,286,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$140,167,179
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,046,184,643
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$906,017,464
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$1,026,184,643
Value of interest in master investment trust accounts at beginning of year2010-12-31$811,017,464
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$60,000,000
Employer contributions (assets) at end of year2010-12-31$20,000,000
Employer contributions (assets) at beginning of year2010-12-31$95,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$48,927,814
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31DELOITTE & TOUCHE LLP
Accountancy firm EIN2010-12-31133891517

Form 5500 Responses for REED ELSEVIER US RETIREMENT PLAN

2022: REED ELSEVIER US RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: REED ELSEVIER US RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedYes
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: REED ELSEVIER US RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: REED ELSEVIER US RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: REED ELSEVIER US RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: REED ELSEVIER US RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: REED ELSEVIER US RETIREMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: REED ELSEVIER US RETIREMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: REED ELSEVIER US RETIREMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: REED ELSEVIER US RETIREMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: REED ELSEVIER US RETIREMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: REED ELSEVIER US RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: REED ELSEVIER US RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: REED ELSEVIER US RETIREMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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