Back to filter
Original filing (PDF)20250915125925NAL0002455138001
CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT
Form 5500
FILING_RECEIVED
CAMBRIDGE UNIVERSITY DEFINED BENEFIT PENSION PLAN
Defined-benefit pension plan
Active participants
12
Accounts w/ balance
—
Plan assets (EOY)
$28.5M
Net assets (EOY)
$28.4M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
75
Participation health
100
Knocking points off
- 54 bps in Schedule C fees — 87% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT.
Plan sponsor
Name
CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT
EIN
13-1599108
Address
1 LIBERTY PLAZA, 20TH FLOOR · NEW YORK, NY · 10006
Phone
(212) 337-5957
Industry
Information / Tech / Mediasee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-09-15
Pension benefit codes
1A · Pay-related DB formula
1D · Floor-offset DB
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SEI INVESTMENT MANAGEMENT SOLUTIONS | 04-2452083 | — | NONE | $149K | — |
| SEI INVESTMENT MANAGEMENT SOLUTIONS | 23-3060382 | — | NONE | $6K | — |
Investments
1 pooled fund· $2.8M(10% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| SEI OPPORTUNITY COLLECTIVE FUND SEI TRUST COMPANY · EIN 51-6567688 / PN 015 | Common Collective Trust | $2.8M | 9.7% |
Related plans
Similar-size Information / Tech / Media plans
VISTA HIGHER LEARNING, INC.
VISTA HIGHER LEARNING, INC. 401(K) PLAN
$27.5M · 198 participants
WILLIAM H. SADLIER, INC.
WILLIAM H. SADLIER, INC. 401K PROFIT SHARING PLAN
$30.0M · 135 participants
HARRY N. ABRAMS, INC
HARRY N. ABRAMS, INC. 401(K) SAVINGS PLAN
$26.9M · 147 participants
PRUDENT PUBLISHING CO., INC.
PRUDENT PUBLISHING CO., INC. EMPLOYEES' 401(K) PROFIT SHARING PLAN
$30.1M · 138 participants
BIOCENTURY INC.
BIOCENTURY INC. PROFIT SHARING & 401(K) PLAN
$31.6M · 60 participants
ABDO CONSULTING GROUP, INC.
ABDO GROUP 401(K) PROFIT SHARING PLAN
$25.3M · 69 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B