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  2. JOHN WILEY & SONS,INC.
Sponsor portfolioTH

JOHN WILEY & SONS,INC.

EIN 13-5593032-Information-Latest filing 2025
Plans
4
Retirement
3
$844.8M assets
Welfare
1
$2.7M premiums
Participants
9,457
111 RIVER STREET - HOBOKEN, NJ 07030201-748-6000
Plans on this EIN
4 filings
#002401k-$670.3M - 4,568 part#001TraditionalDB-$174.2M - 2,712 part#003401k-$246K - 95 part#504Mixed-$2.7M - 1,902 lives

Retirement portfolio analytics

3 plans aggregated / $844.8M assets / 7,375 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • INC. EMPLOYEES' Savings (#002)79%
  • WILEY & SONS,INC. (#001)21%
  • CORPORATE CONSULTING 401(K) (#003)0%
Total $844.8MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
79%top
  • THE VANGUARD GROUP, INC.79%
  • (Not disclosed)21%
Total $844.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEES' Savings (#002)4,568
  • WILEY & SONS,INC. (#001)2,712
  • CORPORATE CONSULTING 401(K) (#003)95
Total 7,375Click row to drill in

Benefits portfolio analytics

1 plan / $2.7M premiums / 1,902 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$967K
  • Other$718K
  • Health$464K
  • Prescription drug$464K
  • Life$462K
  • Vision$244K
  • +2 more
Total $2.7M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
36%top
  • AETNA LIFE INSURANCE COMPANY36%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY20%
  • KAISER FOUNDATION HEALTH PLAN INC17%
  • AMERICAN HERITAGE LIFE INSURANCE COMPANY11%
  • VISION SERVICE PLAN9%
  • +2 more
Total $2.7M7 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • ALLIANT INSURANCE SERVICES, INC.50%
  • BENEFIT ADVISORS SERVICES GROUP LLC26%
  • WILLIS TOWERS WATSON US LLC11%
  • JERRY MANNING7%
  • LTCI PARTNERS LLC3%
  • +3 more
Total $184K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN

401k

Assets$670.3M
Participants4,568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC.

TraditionalDB

Assets$174.2M
Participants2,712
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MTHREE CORPORATE CONSULTING 401(K) PLAN

401k

Assets$246K
Participants95
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

JOHN WILEY & SONS, INC. GROUP LIFE AND HEALTH PLAN

Mixed - AETNA LIFE INSURANCE CO.

Premiums$2.7M
Covered lives1,902
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002JOHN WILEY & SONS, INC. EMPLOYEES' SAVINGS PLAN401k$670.3M4,5682024
001EMPLOYEES' RETIREMENT PLAN OF JOHN WILEY & SONS,INC.TraditionalDB$174.2M2,7122025
003MTHREE CORPORATE CONSULTING 401(K) PLAN401k$246K952024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504JOHN WILEY & SONS, INC. GROUP LIFE AND HEALTH PLANMixedAETNA LIFE INSURANCE CO.$2.7M1,9022025
Retirement plans
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