Encyclopaedia Britannica Pension Plan
Corporate pension, based in Chicago, Illinois, reporting $26.3M in assets, for 799 participants.
Composed from this allocator's classification, location and filed figures.
Nothing material in the last 90 days. Last change: 31 Dec 2024, L&g appears on Encyclopaedia Britannica Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023).
5 more advisers, 3 more commitments and 4 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
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Capital path
who backs this record, through what, into what; each name opens its own path- Long Liability Treasurey2x Cit Fund3 commitments
- NT Collective Short Term Investment3 commitments
- Legal and General3 commitments
- Northern Trust Investments, Inc.3 commitments
Relationship network
21 connected entities6 observed commitments4 repeat counterpartiescommitments 2022 to 2024
From board minutes, annual reports, Form 5500 filings and public records of commitments, consultants and staff in the allocator graph. Commitment amounts are those the allocator disclosed; many are not printed, and none is estimated.
Some relationships on this record are counted rather than named here. They open with the full profile.
Click any name or line for the commitments and sources behind it. Line weight is commitments together; dashed lines are inferred.
- Sponsor
- Fund or vehicle
- Service provider
- Organization
›How strength and recency are read
Managers, funds and consultants are read from the commitments: three or more is a strong observed relationship, two a repeat counterparty. No consultant link is marked current on the source, so none is labelled current or former here. Related plans, people and plan service providers are ordered by what the filing shows.
Darker lines were active in the last 24 months or are current; lighter lines are older or undated.
Size, funding, policy and commitments, with their basesCorporate pensionShowHide
Allocation policy
- Corporate debt instruments (other) 19.9%
- Insurance company general account 1.1%
- Other investments 0.0%
- Partnership/joint venture interests 20.4%
- Common/collective trusts 24.6%
- Common stock 27.4%
Consultants and advisers
- Legal and General Investment adviser (plan)through Dec 31, 2024 Form 5500
- Pentegra Services, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- DSM Capital Partners LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
+5 more consultants and advisers advise this allocator
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
People
Manager roster
- Legal and General3 rows, latest Dec 31, 2024
- Northern Trust Investments, Inc.3 rows, latest Dec 31, 2024
- Northern Trust Co.plan years 2022
What changed
- Dec 31, 2024Consultant changedinferenceL&g appears on Encyclopaedia Britannica Pension Plan's Schedule C as investment adviser (plan) (plan year 2024 vs 2023)with Legal and Generalaskebsa.dol.gov
- Jan 1, 2024Funded status changedEncyclopaedia Britannica Pension Plan funded ratio 73.0% -> 80.0% (2023-01-01 to 2024-01-01)
- Dec 31, 2023Consultant changedinferenceAndrea Toback no longer appears on Encyclopaedia Britannica Pension Plan's Schedule C as pension consultant (plan year 2023 vs 2022)with Andrea Tobackaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceJ.P. Gutfreund no longer appears on Encyclopaedia Britannica Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with J.P. Gutfreundaskebsa.dol.gov
- Dec 31, 2023Consultant changedinferenceRobert P Morgenthau no longer appears on Encyclopaedia Britannica Pension Plan's Schedule C as investment adviser (plan) (plan year 2023 vs 2022)with Robert P Morgenthauaskebsa.dol.gov
+4 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Commitments
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Long Liability Treasurey2x Cit Fundcollective trust | Legal and General | Fixed income | $6.2M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2024 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $317,978 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | NT Collective Short Term Investmentcollective trust | Northern Trust Investments, Inc. | Cash | $174,201 held | Disclosed holding | askebsa.dol.gov |
+3 more commitments
Every fund and manager this allocator committed to, with the amount, date and source on each.
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Size and funding
Form 5500 filings
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 799 | $26.8M | $36.9M | 80.0% | $26.3M | $5.4M | Not disclosed | Not disclosed |
| 2023 to Dec 31, 2023 | 813 | $25.5M | $38.5M | 73.0% | $28.1M | $4.1M | Not disclosed | Not disclosed |
| 2022 to Dec 31, 2022 | 824 | $39.7M | $39.5M | 100.7% | $25.6M | $2.9M | Not disclosed | Not disclosed |
- Northern Trust codes 52 $103,642 PY2024
- L&g codes 27 $11,866 PY2024
- Ntgi Collective St Investment Fund Sched. D C $317,978 PY2024
+21 more service providers
Every name, record and relationship behind this count, with the source on each.
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Provenance
Provenance
Encyclopaedia Britannica Pension Plan sits on 12 traced paths of capital across the graphs.
DFX traced 12 paths of capital through this record
Every record on each path, what it committed or lent, and as of when.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Derived from allocator disclosures, BDC schedules and SEC filings; confidence is the weakest hop.
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Record history
- Consultant changed2024-12-31source on record
- Funded status changed2024-01-01source on record
- Consultant changed2023-12-31source on record
+6 more changes on this record's ledger
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The ledger records every merge, rename and reclassification this record went through and the dated filings observed on it, so the identity on this page can be traced to the records it was built from. The ledger's own sentences name other records, so they show with the names.
›Connections
every published relationship on the graph
+10 connections on the graph
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