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ENCYCLOPAEDIA BRITANNICA PENSION PLAN 401k Plan overview

Plan NameENCYCLOPAEDIA BRITANNICA PENSION PLAN
Plan identification number 001

ENCYCLOPAEDIA BRITANNICA PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

ENCYCLOPAEDIA BRITANNICA, INC. has sponsored the creation of one or more 401k plans.

Company Name:ENCYCLOPAEDIA BRITANNICA, INC.
Employer identification number (EIN):362063569
NAIC Classification:511210
NAIC Description:Software Publishers

Additional information about ENCYCLOPAEDIA BRITANNICA, INC.

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2001-11-14
Company Identification Number: 0800027954
Legal Registered Office Address: 325 N LA SALLE DR STE 200

CHICAGO
United States of America (USA)
60654

More information about ENCYCLOPAEDIA BRITANNICA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ENCYCLOPAEDIA BRITANNICA PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012019-01-01
0012019-01-01
0012018-01-01
0012017-01-01ANDREA TOBACK DOUGLAS EVELEIGH2018-10-15
0012016-01-01ANDREA TOBACK DOUGLAS EVELEIGH2017-10-25
0012016-01-01 DOUGLAS EVELEIGH2017-10-18
0012015-01-01ANDREA TOBACK MARIA FIORE2016-10-17
0012015-01-01ANDREA TOBACK MARIA FIORE2016-10-17
0012015-01-01ANDREA TOBACK MARIA FIORE2016-10-17
0012015-01-01ANDREA TOBACK DOUGLAS EVELEIGH2017-10-25
0012015-01-01 MARIA FIORE2016-10-17
0012015-01-01 MARIA FIORE2016-10-17
0012014-01-01ANDREA TOBACK DOUGLAS EVELEIGH2015-10-14
0012013-01-01ANDREA TOBACK JASON PINTER2014-10-10
0012012-01-01ANDREA TOBACK RICHARD ANDERSON2013-10-15
0012011-01-01ANDREA TOBACK ANDREA TOBACK2012-10-15
0012009-01-01ANDREA TOBACK RICHARD ANDERSON2010-10-07
0012009-01-01ANDREA TOBACK RICHARD ANDERSON2010-10-08

Plan Statistics for ENCYCLOPAEDIA BRITANNICA PENSION PLAN

401k plan membership statisitcs for ENCYCLOPAEDIA BRITANNICA PENSION PLAN

Measure Date Value
2022: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3139,739,686
Acturial value of plan assets2022-12-3139,739,686
Funding target for retired participants and beneficiaries receiving payment2022-12-3131,316,053
Number of terminated vested participants2022-12-31222
Fundng target for terminated vested participants2022-12-316,369,545
Active participant vested funding target2022-12-311,776,598
Number of active participants2022-12-3147
Total funding liabilities for active participants2022-12-311,776,598
Total participant count2022-12-31833
Total funding target for all participants2022-12-3139,462,196
Balance at beginning of prior year after applicable adjustments2022-12-310
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 balance2022-12-310
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 year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31617,783
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 date2022-12-31567,591
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
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 cost2022-12-31845,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31567,510
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-31567,510
Contributions allocatedtoward minimum required contributions for current year2022-12-31567,591
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01824
Total number of active participants reported on line 7a of the Form 55002022-01-0146
Number of retired or separated participants receiving benefits2022-01-01517
Number of other retired or separated participants entitled to future benefits2022-01-01202
Total of all active and inactive participants2022-01-01765
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0148
Total participants2022-01-01813
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3141,543,570
Acturial value of plan assets2021-12-3141,543,570
Funding target for retired participants and beneficiaries receiving payment2021-12-3131,090,002
Number of terminated vested participants2021-12-31236
Fundng target for terminated vested participants2021-12-316,394,365
Active participant vested funding target2021-12-312,261,205
Number of active participants2021-12-3154
Total funding liabilities for active participants2021-12-312,261,205
Total participant count2021-12-31843
Total funding target for all participants2021-12-3139,745,572
Balance at beginning of prior year after applicable adjustments2021-12-310
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 balance2021-12-310
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 year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
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 cost2021-12-31865,000
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-year2021-01-01834
Total number of active participants reported on line 7a of the Form 55002021-01-0147
Number of retired or separated participants receiving benefits2021-01-01509
Number of other retired or separated participants entitled to future benefits2021-01-01221
Total of all active and inactive participants2021-01-01777
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0147
Total participants2021-01-01824
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3142,976,054
Acturial value of plan assets2020-12-3142,976,054
Funding target for retired participants and beneficiaries receiving payment2020-12-3131,862,064
Number of terminated vested participants2020-12-31252
Fundng target for terminated vested participants2020-12-317,202,841
Active participant vested funding target2020-12-312,531,051
Number of active participants2020-12-3156
Total funding liabilities for active participants2020-12-312,531,051
Total participant count2020-12-31859
Total funding target for all participants2020-12-3141,595,956
Balance at beginning of prior year after applicable adjustments2020-12-310
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 balance2020-12-310
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 year2020-12-310
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
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
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 cost2020-12-31665,000
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-year2020-01-01849
Total number of active participants reported on line 7a of the Form 55002020-01-0154
Number of retired or separated participants receiving benefits2020-01-01502
Number of other retired or separated participants entitled to future benefits2020-01-01235
Total of all active and inactive participants2020-01-01791
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0143
Total participants2020-01-01834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3140,678,133
Acturial value of plan assets2019-12-3140,678,133
Funding target for retired participants and beneficiaries receiving payment2019-12-3131,530,212
Number of terminated vested participants2019-12-31265
Fundng target for terminated vested participants2019-12-318,180,510
Active participant vested funding target2019-12-312,555,895
Number of active participants2019-12-3161
Total funding liabilities for active participants2019-12-312,555,895
Total participant count2019-12-31870
Total funding target for all participants2019-12-3142,266,617
Balance at beginning of prior year after applicable adjustments2019-12-310
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 balance2019-12-310
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 year2019-12-310
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 cost2019-12-31675,000
Net shortfall amortization installment of oustanding balance2019-12-311,588,484
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31933,109
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31933,109
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-31933,109
Unpaid minimum required contributions for all years2019-12-31933,109
Total participants, beginning-of-year2019-01-01860
Total number of active participants reported on line 7a of the Form 55002019-01-0156
Number of retired or separated participants receiving benefits2019-01-01502
Number of other retired or separated participants entitled to future benefits2019-01-01251
Total of all active and inactive participants2019-01-01809
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0140
Total participants2019-01-01849
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3144,721,259
Acturial value of plan assets2018-12-3144,721,259
Funding target for retired participants and beneficiaries receiving payment2018-12-3132,318,099
Number of terminated vested participants2018-12-31286
Fundng target for terminated vested participants2018-12-319,205,876
Active participant vested funding target2018-12-312,519,230
Number of active participants2018-12-3161
Total funding liabilities for active participants2018-12-312,519,230
Total participant count2018-12-31881
Total funding target for all participants2018-12-3144,043,205
Funding target disregarding prescribed at-risk assumptions2018-12-3141,417,655
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2018-12-3141,769,799
Balance at beginning of prior year after applicable adjustments2018-12-310
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 balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-314,897,851
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-315,180,457
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 year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-315,287,000
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 cost2018-12-31675,000
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-year2018-01-01871
Total number of active participants reported on line 7a of the Form 55002018-01-0161
Number of retired or separated participants receiving benefits2018-01-01500
Number of other retired or separated participants entitled to future benefits2018-01-01263
Total of all active and inactive participants2018-01-01824
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0136
Total participants2018-01-01860
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3131,780,222
Acturial value of plan assets2017-12-3128,602,200
Funding target for retired participants and beneficiaries receiving payment2017-12-3131,034,516
Number of terminated vested participants2017-12-31302
Fundng target for terminated vested participants2017-12-319,970,174
Active participant vested funding target2017-12-312,809,529
Number of active participants2017-12-3169
Total funding liabilities for active participants2017-12-312,809,529
Total participant count2017-12-31887
Total funding target for all participants2017-12-3143,814,219
Funding target disregarding prescribed at-risk assumptions2017-12-3141,175,539
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2017-12-3141,546,297
Balance at beginning of prior year after applicable adjustments2017-12-310
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 balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
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 year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3111,986,784
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 date2017-12-3111,286,499
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-31850,000
Net shortfall amortization installment of oustanding balance2017-12-3115,212,019
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-316,388,648
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-316,388,648
Contributions allocatedtoward minimum required contributions for current year2017-12-3111,286,499
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01877
Total number of active participants reported on line 7a of the Form 55002017-01-0161
Number of retired or separated participants receiving benefits2017-01-01493
Number of other retired or separated participants entitled to future benefits2017-01-01284
Total of all active and inactive participants2017-01-01838
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0133
Total participants2017-01-01871
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3128,055,722
Acturial value of plan assets2016-12-3125,250,150
Funding target for retired participants and beneficiaries receiving payment2016-12-3127,139,992
Number of terminated vested participants2016-12-31318
Fundng target for terminated vested participants2016-12-3110,100,903
Active participant vested funding target2016-12-315,307,330
Number of active participants2016-12-3197
Total funding liabilities for active participants2016-12-315,307,330
Total participant count2016-12-31896
Total funding target for all participants2016-12-3142,548,225
Funding target disregarding prescribed at-risk assumptions2016-12-3140,438,311
Funding target reflecting at-risk assumptions but disregarding transition rule for plant that have been at-risk status for fewer than five consecutive years and disregarding loading factor2016-12-3140,830,971
Balance at beginning of prior year after applicable adjustments2016-12-310
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 balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
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 year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-316,099,354
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 date2016-12-315,789,506
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-31650,000
Net shortfall amortization installment of oustanding balance2016-12-3117,298,075
Total funding amount beforereflecting carryover/prefunding balances2016-12-315,789,506
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-315,789,506
Contributions allocatedtoward minimum required contributions for current year2016-12-315,789,506
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01888
Total number of active participants reported on line 7a of the Form 55002016-01-0169
Number of retired or separated participants receiving benefits2016-01-01477
Number of other retired or separated participants entitled to future benefits2016-01-01300
Total of all active and inactive participants2016-01-01846
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0131
Total participants2016-01-01877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01899
Total number of active participants reported on line 7a of the Form 55002015-01-0197
Number of retired or separated participants receiving benefits2015-01-01446
Number of other retired or separated participants entitled to future benefits2015-01-01314
Total of all active and inactive participants2015-01-01857
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0131
Total participants2015-01-01888
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01909
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-01443
Number of other retired or separated participants entitled to future benefits2014-01-01313
Total of all active and inactive participants2014-01-01870
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0129
Total participants2014-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01915
Total number of active participants reported on line 7a of the Form 55002013-01-01122
Number of retired or separated participants receiving benefits2013-01-01427
Number of other retired or separated participants entitled to future benefits2013-01-01331
Total of all active and inactive participants2013-01-01880
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0129
Total participants2013-01-01909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01921
Total number of active participants reported on line 7a of the Form 55002012-01-01126
Number of retired or separated participants receiving benefits2012-01-01416
Number of other retired or separated participants entitled to future benefits2012-01-01345
Total of all active and inactive participants2012-01-01887
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0128
Total participants2012-01-01915
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01937
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-01399
Number of other retired or separated participants entitled to future benefits2011-01-01361
Total of all active and inactive participants2011-01-01893
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0128
Total participants2011-01-01921
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01962
Total number of active participants reported on line 7a of the Form 55002009-01-01148
Number of retired or separated participants receiving benefits2009-01-01364
Number of other retired or separated participants entitled to future benefits2009-01-01395
Total of all active and inactive participants2009-01-01907
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0129
Total participants2009-01-01936
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on ENCYCLOPAEDIA BRITANNICA PENSION PLAN

Measure Date Value
2022 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,885
Total income from all sources (including contributions)2022-12-31$-10,658,451
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,149,123
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,308,105
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$24,933,747
Value of total assets at beginning of year2022-12-31$39,760,206
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$841,018
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
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$277,663
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$7,566,046
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$29,420
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$28,167
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$122,076
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,885
Other income not declared elsewhere2022-12-31$-1,634
Administrative expenses (other) incurred2022-12-31$841,018
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,807,574
Value of net assets at end of year (total assets less liabilities)2022-12-31$24,933,747
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$39,741,321
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$2,862,544
Assets. partnership/joint venture interests at beginning of year2022-12-31$539,980
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$20,578,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$4,072,923
Value of interest in common/collective trusts at end of year2022-12-31$3,782,105
Value of interest in common/collective trusts at beginning of year2022-12-31$21,239,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$5,747
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$567,200
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$866,880
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,656,817
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
Contributions received in cash from employer2022-12-31$617,783
Employer contributions (assets) at end of year2022-12-31$617,783
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,308,105
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$6,661,390
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$13,013,256
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,885
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$32,918
Total income from all sources (including contributions)2021-12-31$2,432,234
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,190,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,302,879
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$39,760,206
Value of total assets at beginning of year2021-12-31$41,532,252
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$887,368
Total interest from all sources2021-12-31$289
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$364,089
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$364,089
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
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$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$16,368,264
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$28,167
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$40,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,885
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$32,918
Other income not declared elsewhere2021-12-31$464
Administrative expenses (other) incurred2021-12-31$782,918
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-1,758,013
Value of net assets at end of year (total assets less liabilities)2021-12-31$39,741,321
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$41,499,334
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$539,980
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$104,450
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$4,072,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,855,731
Interest earned on other investments2021-12-31$289
Value of interest in common/collective trusts at end of year2021-12-31$21,239,000
Value of interest in common/collective trusts at beginning of year2021-12-31$261,827
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$866,880
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$687,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,096,487
Net investment gain or loss from common/collective trusts2021-12-31$970,905
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$3,302,879
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$13,013,256
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$11,317,765
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$32,918
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$38,229
Total income from all sources (including contributions)2020-12-31$2,419,781
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$4,257,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,220,238
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$41,532,252
Value of total assets at beginning of year2020-12-31$43,375,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,037,738
Total interest from all sources2020-12-31$3,571
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$444,186
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$444,186
Administrative expenses professional fees incurred2020-12-31$190,442
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$16,368,264
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$19,011,201
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$40,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$45,557
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$32,918
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$38,229
Administrative expenses (other) incurred2020-12-31$847,296
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-1,838,195
Value of net assets at end of year (total assets less liabilities)2020-12-31$41,499,334
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$43,337,529
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,855,731
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$13,307,509
Interest earned on other investments2020-12-31$3,571
Value of interest in common/collective trusts at end of year2020-12-31$261,827
Value of interest in common/collective trusts at beginning of year2020-12-31$645,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$484,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$484,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$687,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$524,448
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,972,024
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$1,029,265
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,220,238
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$11,317,765
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$8,327,572
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,229
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$38,229
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,056,115
Total income from all sources (including contributions)2019-12-31$5,056,115
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,456,862
Total of all expenses incurred2019-12-31$3,456,862
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,204,342
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,204,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
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$42,346,493
Value of total assets at beginning of year2019-12-31$40,709,011
Value of total assets at beginning of year2019-12-31$40,709,011
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$252,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$252,520
Total interest from all sources2019-12-31$16,896
Total interest from all sources2019-12-31$16,896
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$605,434
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$605,434
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$9,956
Administrative expenses professional fees incurred2019-12-31$9,956
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$9,699,936
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,768,598
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$17,768,598
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$45,557
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$37,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$37,877
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$38,229
Administrative expenses (other) incurred2019-12-31$242,564
Administrative expenses (other) incurred2019-12-31$242,564
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
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$1,599,253
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,308,264
Value of net assets at end of year (total assets less liabilities)2019-12-31$42,308,264
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,709,011
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$40,709,011
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$13,307,509
Interest earned on other investments2019-12-31$16,896
Interest earned on other investments2019-12-31$16,896
Value of interest in common/collective trusts at end of year2019-12-31$9,956,609
Value of interest in common/collective trusts at beginning of year2019-12-31$15,534,643
Value of interest in common/collective trusts at beginning of year2019-12-31$15,534,643
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$484,862
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$524,448
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,084,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,084,062
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,433,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$4,433,785
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,029,265
Employer contributions (assets) at end of year2019-12-31$1,029,265
Income. Dividends from common stock2019-12-31$605,434
Income. Dividends from common stock2019-12-31$605,434
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,204,342
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,204,342
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$8,327,572
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,283,831
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$6,283,831
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31RSM US LLP
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
Accountancy firm EIN2019-12-31420714325
2018 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$4,994,157
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,860,023
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,204,486
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,287,000
Value of total assets at end of year2018-12-31$40,709,011
Value of total assets at beginning of year2018-12-31$39,574,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$655,537
Total interest from all sources2018-12-31$12,852
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$371,644
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$17,768,598
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$17,412,715
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$37,877
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$15,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$355,855
Administrative expenses (other) incurred2018-12-31$636,464
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$1,134,134
Value of net assets at end of year (total assets less liabilities)2018-12-31$40,709,011
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$39,574,877
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
Investment advisory and management fees2018-12-31$19,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,346,123
Interest earned on other investments2018-12-31$12,852
Value of interest in common/collective trusts at end of year2018-12-31$15,534,643
Value of interest in common/collective trusts at beginning of year2018-12-31$710,366
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,084,062
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$703,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,033,194
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
Contributions received in cash from employer2018-12-31$5,287,000
Employer contributions (assets) at beginning of year2018-12-31$2,387,446
Income. Dividends from common stock2018-12-31$371,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,204,486
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$6,283,831
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
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 name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,360,405
Total income from all sources (including contributions)2017-12-31$11,627,294
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,840,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,170,069
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,734,405
Value of total assets at end of year2017-12-31$39,574,877
Value of total assets at beginning of year2017-12-31$33,148,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$670,840
Total interest from all sources2017-12-31$6,966
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$209,642
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$209,642
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$17,412,715
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,334,844
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$15,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,360,405
Other income not declared elsewhere2017-12-31$1,412,715
Administrative expenses (other) incurred2017-12-31$634,011
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$2,396,033
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$7,786,385
Value of net assets at end of year (total assets less liabilities)2017-12-31$39,574,877
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$31,788,492
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
Investment advisory and management fees2017-12-31$36,829
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$18,346,123
Interest earned on other investments2017-12-31$5,512
Value of interest in common/collective trusts at end of year2017-12-31$710,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$20,015,510
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$20,015,510
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,454
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$703,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$622,445
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,263,566
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
Contributions received in cash from employer2017-12-31$6,734,405
Employer contributions (assets) at end of year2017-12-31$2,387,446
Employer contributions (assets) at beginning of year2017-12-31$2,156,816
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,170,069
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$6,623,249
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
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 name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,360,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$7,404,126
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,782,602
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,942,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,064,733
Value of total assets at end of year2016-12-31$33,148,897
Value of total assets at beginning of year2016-12-31$28,166,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$840,590
Total interest from all sources2016-12-31$6,041
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$154,082
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$154,082
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,334,844
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,360,405
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$731,037
Total non interest bearing cash at end of year2016-12-31$2,396,033
Total non interest bearing cash at beginning of year2016-12-31$2,396,033
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$3,621,524
Value of net assets at end of year (total assets less liabilities)2016-12-31$31,788,492
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$28,166,968
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
Investment advisory and management fees2016-12-31$109,553
Interest earned on other investments2016-12-31$1,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$20,015,510
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$16,033,727
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$16,033,727
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$4,324
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$622,445
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$670,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,179,270
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$6,064,733
Employer contributions (assets) at end of year2016-12-31$2,156,816
Employer contributions (assets) at beginning of year2016-12-31$3,642,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,942,012
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$6,623,249
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$5,424,047
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)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Qualified
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$18,573,372
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,347,062
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,713,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,008,030
Value of total assets at end of year2015-12-31$28,166,968
Value of total assets at beginning of year2015-12-31$12,940,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$633,990
Total interest from all sources2015-12-31$493,780
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$633,990
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$15,226,310
Value of net assets at end of year (total assets less liabilities)2015-12-31$28,166,968
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$12,940,658
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
Interest earned on other investments2015-12-31$493,780
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$18,429,760
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$7,198,549
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$7,198,549
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,740,552
Asset value of US Government securities at end of year2015-12-31$670,327
Asset value of US Government securities at beginning of year2015-12-31$281,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$11,071,562
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$7,008,030
Employer contributions (assets) at end of year2015-12-31$3,642,834
Employer contributions (assets) at beginning of year2015-12-31$1,720,202
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,713,072
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$5,424,047
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 name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$-3,441,637
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,206,296
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,691,186
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,748,879
Value of total assets at end of year2014-12-31$12,940,658
Value of total assets at beginning of year2014-12-31$19,588,591
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$515,110
Total interest from all sources2014-12-31$105,921
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$515,110
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-6,647,933
Value of net assets at end of year (total assets less liabilities)2014-12-31$12,940,658
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$19,588,591
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
Interest earned on other investments2014-12-31$105,921
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$7,198,549
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$15,578,266
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$15,578,266
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,740,552
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,165,584
Asset value of US Government securities at end of year2014-12-31$281,355
Asset value of US Government securities at beginning of year2014-12-31$40,390
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-8,296,437
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$4,748,879
Employer contributions (assets) at end of year2014-12-31$1,720,202
Employer contributions (assets) at beginning of year2014-12-31$2,804,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,691,186
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 name2014-12-31GRANT THORNTON
Accountancy firm EIN2014-12-31366055558
2013 : ENCYCLOPAEDIA BRITANNICA PENSION 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$2,348,408
Total income from all sources (including contributions)2013-12-31$7,448,732
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,042,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,648,196
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,829,135
Value of total assets at end of year2013-12-31$19,588,591
Value of total assets at beginning of year2013-12-31$17,530,929
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$394,466
Total interest from all sources2013-12-31$60,968
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
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
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
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$2,348,408
Other income not declared elsewhere2013-12-31$2,558,629
Administrative expenses (other) incurred2013-12-31$394,466
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$4,406,070
Value of net assets at end of year (total assets less liabilities)2013-12-31$19,588,591
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,182,521
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
Interest earned on other investments2013-12-31$60,968
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$15,578,266
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$14,341,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$14,341,710
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,165,584
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$924,423
Asset value of US Government securities at end of year2013-12-31$40,390
Asset value of US Government securities at beginning of year2013-12-31$29,642
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$4,829,135
Employer contributions (assets) at end of year2013-12-31$2,804,351
Employer contributions (assets) at beginning of year2013-12-31$2,235,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,648,196
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31GRANT THORNTON
Accountancy firm EIN2013-12-31366055558
2012 : ENCYCLOPAEDIA BRITANNICA PENSION 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$2,348,408
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$-3,199,617
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,762,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,441,149
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,962,792
Value of total assets at end of year2012-12-31$17,530,929
Value of total assets at beginning of year2012-12-31$21,144,623
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$321,336
Total interest from all sources2012-12-31$50,477
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
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$268,875
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$2,348,408
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$-6,212,886
Administrative expenses (other) incurred2012-12-31$321,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$-5,962,102
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,182,521
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$21,144,623
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
Interest earned on other investments2012-12-31$50,477
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$14,341,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$19,152,967
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$19,152,967
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$924,423
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$702,431
Asset value of US Government securities at end of year2012-12-31$29,642
Asset value of US Government securities at beginning of year2012-12-31$81,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$2,962,792
Employer contributions (assets) at end of year2012-12-31$2,235,154
Employer contributions (assets) at beginning of year2012-12-31$938,873
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,441,149
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2012-12-31GRANT THORNTON
Accountancy firm EIN2012-12-31366055558
2011 : ENCYCLOPAEDIA BRITANNICA PENSION 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$1,875,035
Total income from all sources (including contributions)2011-12-31$-9,093,677
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,339,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,181,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$938,873
Value of total assets at end of year2011-12-31$21,144,623
Value of total assets at beginning of year2011-12-31$34,453,190
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$158,464
Total interest from all sources2011-12-31$21,919
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
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$268,875
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$1,875,035
Other income not declared elsewhere2011-12-31$-10,054,469
Administrative expenses (other) incurred2011-12-31$158,464
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-11,433,532
Value of net assets at end of year (total assets less liabilities)2011-12-31$21,144,623
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,578,155
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
Interest earned on other investments2011-12-31$21,919
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$19,152,967
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$10,137,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$10,137,264
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$702,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$287,230
Asset value of US Government securities at end of year2011-12-31$81,477
Asset value of US Government securities at beginning of year2011-12-31$24,028,696
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$938,873
Employer contributions (assets) at end of year2011-12-31$938,873
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,181,391
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2011-12-31GRANT THORNTON
Accountancy firm EIN2011-12-31366055558
2010 : ENCYCLOPAEDIA BRITANNICA PENSION 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$1,875,035
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$-1,141,087
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,837,259
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,702,909
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$34,453,190
Value of total assets at beginning of year2010-12-31$36,556,501
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$134,350
Total interest from all sources2010-12-31$24,950
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
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$1,875,035
Other income not declared elsewhere2010-12-31$-1,166,037
Administrative expenses (other) incurred2010-12-31$134,350
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-3,978,346
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,578,155
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,556,501
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
Interest earned on other investments2010-12-31$24,950
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$10,137,264
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$8,263,116
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$8,263,116
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$287,230
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$297,106
Asset value of US Government securities at end of year2010-12-31$24,028,696
Asset value of US Government securities at beginning of year2010-12-31$27,996,279
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,702,909
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2010-12-31GRANT THORNTON
Accountancy firm EIN2010-12-31366055558
2009 : ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for ENCYCLOPAEDIA BRITANNICA PENSION PLAN

2022: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
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 – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ENCYCLOPAEDIA BRITANNICA PENSION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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 – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: ENCYCLOPAEDIA BRITANNICA PENSION 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number6764
Policy instance 1
Insurance contract or identification number6764
Number of Individuals Covered813
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number6764
Policy instance 1
Insurance contract or identification number6764
Number of Individuals Covered824
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number6764
Policy instance 1
Insurance contract or identification number6764
Number of Individuals Covered834
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number6764
Policy instance 1
Insurance contract or identification number6764
Number of Individuals Covered849
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number6764
Policy instance 1
Insurance contract or identification number6764
Number of Individuals Covered860
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA GLOBAL P&C (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number6764
Policy instance 1
Insurance contract or identification number6764
Number of Individuals Covered871
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16783
Policy instance 1
Insurance contract or identification numberIN-16783
Number of Individuals Covered888
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16783
Policy instance 1
Insurance contract or identification numberIN-16783
Number of Individuals Covered899
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16783
Policy instance 1
Insurance contract or identification numberIN-16783
Number of Individuals Covered909
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16783
Policy instance 1
Insurance contract or identification numberIN-16783
Number of Individuals Covered915
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6764
Policy instance 2
Insurance contract or identification numberAC-6764
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6764
Policy instance 2
Insurance contract or identification numberAC-6764
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16783
Policy instance 1
Insurance contract or identification numberIN-16783
Number of Individuals Covered921
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberAC-6764
Policy instance 2
Insurance contract or identification numberAC-6764
Number of Individuals Covered937
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberIN-16783
Policy instance 1
Insurance contract or identification numberIN-16783
Number of Individuals Covered937
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No

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