The Cengage Learning, Inc. 401(K) Savings Plan — Form 5500 plan (Cengage Learning, Inc.)

Plain-English plan 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, The Cengage Learning, Inc. 401(K) Savings Plan is a benefit plan reported by Cengage Learning, Inc. under EIN 59-2124491 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,663 participants and $595,638,547 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cengage Learning, Inc.
EIN
59-2124491
Plan number
001
Plan type
2
Location
Mason, OH
Latest filing year
2023
Participants
5,663
End-of-year plan assets
$595,638,547

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20235,663H, C20240919110259NAL0005852625001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$595,638,547
Total liabilities (EOY)
$0
Net assets (EOY)
$595,638,547
Net assets (BOY)
$505,397,285

Income & contributions

Employer contributions
$11,696,857
Participant contributions
$31,187,840
Total contributions
$46,067,851
Total income / additions
$140,085,991

Expenses & distributions

Benefits paid
$49,439,945
Administrative expenses
$397,922
Total expenses
$49,844,729
Net increase / (decrease)
$90,241,262

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$184,579$02023
Strategic Advisors, Inc.ADVISOR$93,943not reported in the loaded dataset2023
Captrust Financial AdvisorsINVESTMENT ADVISOR$90,000not reported in the loaded dataset2023
Cohnreznick LlpACCOUNTANT/AUDITOR$29,400not reported in the loaded dataset2023

Related Form 5500 pages