Encyclopaedia Britannica Inc — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Encyclopaedia Britannica Inc (EIN 36-2063569) is a plan sponsor located in Chicago, IL with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
36-2063569
Location
Chicago, IL
Loaded plans
5
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Encyclopaedia Britannica Inc

  • 5 loaded plans hold $81.3M in reported assets.
  • The largest, Encyclopaedia Britannica Savings Plan, holds 65% of this company's reported plan assets.
  • Plans cover 1,738 reported participants.
  • 2 of 5 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$81.3MSummed across loaded plans$81,283,331
Total reported assets$81.3M$81,310,184
Total reported participants1.7K1,738
Total reported liabilities$26.9K$26,853

Reported net position

Reported assets = net assets + liabilities (summed)$81.3M total assets
Net assets$81.3MLiabilities$26.9K
Contributions & income
Employer contributions$4M
Participant contributions$2M
Total income / additions$17.3M
Expenses & distributions
Benefits paid / distributions$5.3M
Total expenses$6.2M
Net increase / (decrease)$11.1M

Data coverage

Plans with financial statements2 / 5 (40%)
Plans with provider compensation2 / 5 (40%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets65%Encyclopaedia Britannica Savings Plan
Participants per plan348Average across loaded plans
Loaded plans5
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #002 · 401 participants · 2023
  2. 2
    Plan #001 · 813 participants · 2023
  3. 3
    Plan #502 · 184 participants · 2023
  4. 4
    Encyclopaedia Britannica, Inc. Travel Accident Plannot reported in the loaded dataset
    Plan #501 · 170 participants · 2023
  5. 5
    Plan #505 · 170 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Encyclopaedia Britannica Inc. Open one for its full reported snapshot.

  1. 2023
    Group Life, Medical And Disability Plan For Employees184 participants · 2No schedules
    View filing →
  2. 2023
    Encyclopaedia Britannica, Inc. Travel Accident Plan170 participants · 2No schedules
    View filing →
  3. 2023
    Encyclopaedia Britannica, Inc. Home Office Severance Plan170 participants · 2No schedules
    View filing →
  4. 2023
    Encyclopaedia Britannica Pension Plan813 participants · 2Sch HSch C
    View filing →
  5. 2023
    Encyclopaedia Britannica Savings Plan401 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Encyclopaedia Britannica Inc report on Form 5500?
Encyclopaedia Britannica Inc (EIN 36-2063569) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Encyclopaedia Britannica Inc?
The Employer Identification Number (EIN) reported for Encyclopaedia Britannica Inc is 36-2063569.
What is the latest Form 5500 filing year for Encyclopaedia Britannica Inc?
The latest loaded Form 5500 filing year for Encyclopaedia Britannica Inc is 2023.

Related Form 5500 pages