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Original filing (PDF)20251013083608NAL0001531200001
ENCYCLOPAEDIA BRITANNICA INC
Form 5500
FILING_RECEIVED
ENCYCLOPAEDIA BRITANNICA PENSION PLAN
Defined-benefit pension plan
Signals · 1
100% in single holding
Active participants
40
Accounts w/ balance
—
Plan assets (EOY)
$24.6M
Net assets (EOY)
$24.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
- Top holding "[DFE: NTGI COLLECTIVE ST INVESTMENT FUND (no filing on disk)]" is 100% of plan.
- 47 bps in Schedule C fees — 62% above peer band of 29 bps.
- Plan is frozen (1I) — no new benefit accrual.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENCYCLOPAEDIA BRITANNICA INC.
Plan sponsor
Name
ENCYCLOPAEDIA BRITANNICA INC
EIN
36-2063569
Address
325 NORTH LASALLE STREET · SUITE 200 · CHICAGO, IL · 60654
Phone
(312) 347-7079
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST | 36-1561860 | — | NONE | $104K | — |
| L&G | 35-7085469 | — | NONE | $12K | — |
Investments
2 pooled funds· $319K(1% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NTGI COLLECTIVE ST INVESTMENT FUND NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $319K | 1.3% | |
| CG L&G LONG LIABILITY TREASURY 2X C RELIANCE TRUST BANK COLLECTIVE INVESTMENT TRUST · EIN 35-7085469 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% |
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