2023 Form 5500 filing — Employees' Retirement Plan Of John Wiley & Sons,Inc.
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250210092320NAL0030124480001) for Employees' Retirement Plan Of John Wiley & Sons,Inc., reported by John Wiley & Sons,Inc. under EIN 13-5593032 and plan number 001. It reports 2,769 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250210092320NAL0030124480001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- John Wiley & Sons,Inc.
- EIN
- 13-5593032
- Plan number
- 001
- Location
- Hoboken, NJ
- Participants
- 2,769
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $173,569,245
- Total liabilities (EOY)
- $19,513
- Net assets (EOY)
- $173,549,732
- Total income / additions
- $2,005,508
- Benefits paid
- $12,330,954
- Administrative expenses
- $2,713,216
- Total expenses
- $15,044,170
- Net increase / (decrease)
- -$13,038,662
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments Trust Company | NONE | $445,403 | not reported in the loaded dataset |
| Buck Global, LLC | NONE | $189,913 | not reported in the loaded dataset |
| Blackrock Institutional Trust Co,Na | NONE | $6,689 | $0 |