Original filing (PDF)20250915125925NAL0002455138001

CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT

Name: CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT — CAMBRIDGE UNIVERSITY DEFINED BENEFIT PENSION PLAN, Form 5500 (2023)
Creator: CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT

Form 5500

FILING_RECEIVED

CAMBRIDGE UNIVERSITY DEFINED BENEFIT PENSION PLAN

Defined-benefit pension plan

Signals · 2

60% in single holding74% employer stock

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$28.5M

Net assets (EOY)

$28.4M

How this plan invests

This plan

1 pooled trust

Schedule D

16 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 80% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

Knocking points off

Total administrative cost in the bottom quartile of peers (15th percentile).
Plan is frozen (1I) — no new benefit accrual.

Helping the score

Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT.

Plan sponsor

Name

CAMBRIDGE UNIVERSITY PRESS & ASSESSMENT

EIN

13-1599108all filings

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 rows

Investment manager

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

16 direct securities · 1 pooled fund· $29.3M(100% 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.

Common Stocks

$21.7M

4 holdings

Other securities

$3.9M

10 holdings

Common Collective Trust

$2.8M

1 holding

Common Collective Trusts

$824K

1 holding

Mutual Funds

$162K

1 holding

					% of plan
SEI Private Trust Company SEI Intermediate Duration Credit - A	Common Stocks	—	$20.0M	$17.6M	61.6%
SEI OPPORTUNITY COLLECTIVE FUND SEI TRUST COMPANY · EIN 51-6567688 / PN 015	Common Collective Trust	—	$1.6M	$2.8M	9.7%
SEI Private Trust Company SEI Long Duration Credit Fund A	Common Stocks	—	$2.4M	$2.3M	8.1%
U.S. Government Agencies U.S. Treasury STRIPS, 5/15/35	Other securities	—	$1.4M	$1.3M	4.7%
U.S. Government Agencies U.S. Treasury STRIPS, 5/15/40	Other securities	—	$1.2M	$1.2M	4.0%
SEI Private Trust Company SEI World Equity Ex-U.S. Fund	Common Stocks	—	$898K	$986K	3.5%
SEI Private Trust Company SEI S&P 500 IDX- A	Common Collective Trusts	—	$664K	$824K	2.9%
SEI Private Trust Company SEI Intermediate Duration Credit – A	Common Stocks	—	$804K	$804K	2.8%
U.S. Government Agencies U.S. Treasury STRIPS, 2/15/32	Other securities	—	$394K	$379K	1.3%
U.S. Government Agencies U.S. Government Agencies U.S. Treasury STRIPS, 2/15/28	Other securities	—	$372K	$366K	1.3%
U.S. Government Agencies U.S. Treasury STRIPS, 2/15/30	Other securities	—	$272K	$265K	0.9%
U.S. Government Agencies U.S. Treasury STRIPS, 2/15/44	Other securities	—	$218K	$254K	0.9%
s * SEI Private Trust Company SEI Extended Market Index - A	Mutual Funds	—	$129K	$162K	0.6%
Category (i) – Single Transactions in Excess of 5% of Plan Assets U.S. Government Agencies U.S. Treasury Strips Z-Cpn, 8/15/38	Other securities	—	$1.4M	$41K	0.1%
U.S. Government Agencies U.S. Treasury Strips Z-Cpn, 8/15/38	Other securities	—	$1.5M	$33K	0.1%
U.S. Government Agencies U.S. Treasury STRIPS, 2/15/49	Other securities	—	$24K	$28K	<0.1%
U.S. Government Agencies U.S. Treasury STRIPS, 5/15/53	Other securities	—	$24K	$28K	<0.1%