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RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 401k Plan overview

Plan NameRETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS
Plan identification number 001

RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

THE CONFERENCE BOARD, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE CONFERENCE BOARD, INC.
Employer identification number (EIN):131624108
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about THE CONFERENCE BOARD, INC.

Jurisdiction of Incorporation: New York Department of State
Incorporation Date: 1924-12-23
Company Identification Number: 19560
Legal Registered Office Address: 845 THIRD AVENUE
New York
NEW YORK
United States of America (USA)
100226601

More information about THE CONFERENCE BOARD, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-07-01SUSAN FAHEY2023-04-18 JAMES H. SLAMP2023-04-18
0012020-07-01SUSAN FAHEY2022-04-15 JAMES H. SLAMP2022-04-15
0012019-07-01SUSAN FAHEY2021-04-14
0012018-07-01DOREEN MASSARONI2020-04-14 JAMES H. SLAMP2020-04-15
0012017-07-01DOREEN MASSARONI2019-04-12
0012016-07-01
0012016-01-01STEVE FORREY2017-04-26
0012015-07-01
0012015-01-01STEVE FORREY2016-05-26
0012014-07-01
0012013-07-01DOREEN MASSARONI JAMES H. SLAMP2015-04-15
0012012-07-01FILED WITH AUTHORIZED SIGNATURE
0012011-07-01CARMELLI MARIFOSQUE
0012009-07-01DOREEN MASSARONI

Plan Statistics for RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS

401k plan membership statisitcs for RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS

Measure Date Value
2025: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2025 401k membership
Total number of particpants at beginning of year2025-09-040
Total number of particpants at end of year2025-09-040
2021: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2021 401k membership
Total participants, beginning-of-year2021-07-01183
Total number of active participants reported on line 7a of the Form 55002021-07-010
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-010
Total participants2021-07-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-010
Market value of plan assets2021-06-3041,402,742
Acturial value of plan assets2021-06-3041,402,742
Funding target for retired participants and beneficiaries receiving payment2021-06-3017,814,217
Number of terminated vested participants2021-06-3041
Fundng target for terminated vested participants2021-06-303,867,871
Active participant vested funding target2021-06-3012,053,174
Number of active participants2021-06-3070
Total funding liabilities for active participants2021-06-3012,379,964
Total participant count2021-06-30183
Total funding target for all participants2021-06-3034,062,052
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3010,616,995
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-302,567,873
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-308,049,122
Present value of excess contributions2021-06-304,842,710
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-305,185,663
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-305,185,663
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-300
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3013,913,326
Total employer contributions2021-06-303,150,000
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-302,890,174
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-3090,000
Net shortfall amortization installment of oustanding balance2021-06-306,572,636
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-301,612,695
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-302,570,000
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-302,890,174
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2020 401k membership
Total participants, beginning-of-year2020-07-01183
Total number of active participants reported on line 7a of the Form 55002020-07-0169
Number of retired or separated participants receiving benefits2020-07-0170
Number of other retired or separated participants entitled to future benefits2020-07-0142
Total of all active and inactive participants2020-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-012
Total participants2020-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3054,991,333
Acturial value of plan assets2020-06-3054,991,333
Funding target for retired participants and beneficiaries receiving payment2020-06-3028,952,250
Number of terminated vested participants2020-06-3059
Fundng target for terminated vested participants2020-06-303,304,540
Active participant vested funding target2020-06-3015,463,725
Number of active participants2020-06-3089
Total funding liabilities for active participants2020-06-3016,146,515
Total participant count2020-06-30339
Total funding target for all participants2020-06-3048,403,305
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-309,550,346
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-302,321,000
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-307,229,346
Present value of excess contributions2020-06-302,965,096
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-303,099,198
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-303,099,198
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3010,616,995
Total employer contributions2020-06-305,300,000
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-304,842,710
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-301,591,502
Net shortfall amortization installment of oustanding balance2020-06-304,028,967
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-302,567,873
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-302,567,873
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-304,842,710
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2019 401k membership
Total participants, beginning-of-year2019-07-01338
Total number of active participants reported on line 7a of the Form 55002019-07-0170
Number of retired or separated participants receiving benefits2019-07-0170
Number of other retired or separated participants entitled to future benefits2019-07-0141
Total of all active and inactive participants2019-07-01181
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-012
Total participants2019-07-01183
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3052,932,938
Acturial value of plan assets2019-06-3052,932,938
Funding target for retired participants and beneficiaries receiving payment2019-06-3027,427,715
Number of terminated vested participants2019-06-3055
Fundng target for terminated vested participants2019-06-303,352,255
Active participant vested funding target2019-06-3014,305,546
Number of active participants2019-06-3099
Total funding liabilities for active participants2019-06-3015,079,539
Total participant count2019-06-30350
Total funding target for all participants2019-06-3045,859,509
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-308,045,683
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-302,257,873
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-305,787,810
Present value of excess contributions2019-06-303,017,987
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-303,259,575
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-303,259,575
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-309,550,346
Total employer contributions2019-06-303,225,000
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-302,965,096
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-301,426,813
Net shortfall amortization installment of oustanding balance2019-06-302,476,917
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-302,057,359
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-302,321,000
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-302,965,096
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2018 401k membership
Total participants, beginning-of-year2018-07-01348
Total number of active participants reported on line 7a of the Form 55002018-07-0189
Number of retired or separated participants receiving benefits2018-07-01163
Number of other retired or separated participants entitled to future benefits2018-07-0159
Total of all active and inactive participants2018-07-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0127
Total participants2018-07-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3052,817,025
Acturial value of plan assets2018-06-3052,817,025
Funding target for retired participants and beneficiaries receiving payment2018-06-3028,717,990
Number of terminated vested participants2018-06-30118
Fundng target for terminated vested participants2018-06-304,474,392
Active participant vested funding target2018-06-3013,513,087
Number of active participants2018-06-30112
Total funding liabilities for active participants2018-06-3014,408,860
Total participant count2018-06-30440
Total funding target for all participants2018-06-3047,601,242
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-302,296,974
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-30654,000
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-301,642,974
Present value of excess contributions2018-06-305,758,840
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-306,165,628
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-306,165,628
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-308,045,683
Total employer contributions2018-06-303,375,000
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-303,080,337
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-301,711,939
Net shortfall amortization installment of oustanding balance2018-06-302,829,900
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-302,320,223
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-302,257,873
Additional cash requirement2018-06-3062,350
Contributions allocatedtoward minimum required contributions for current year2018-06-303,080,337
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2017 401k membership
Total participants, beginning-of-year2017-07-01438
Total number of active participants reported on line 7a of the Form 55002017-07-0199
Number of retired or separated participants receiving benefits2017-07-01165
Number of other retired or separated participants entitled to future benefits2017-07-0155
Total of all active and inactive participants2017-07-01319
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0129
Total participants2017-07-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3042,088,764
Acturial value of plan assets2017-06-3042,088,764
Funding target for retired participants and beneficiaries receiving payment2017-06-3027,831,259
Number of terminated vested participants2017-06-30117
Fundng target for terminated vested participants2017-06-304,405,097
Active participant vested funding target2017-06-3012,259,772
Number of active participants2017-06-30123
Total funding liabilities for active participants2017-06-3013,254,591
Total participant count2017-06-30444
Total funding target for all participants2017-06-3045,490,947
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-303,888,000
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-301,542,234
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-302,345,766
Present value of excess contributions2017-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-300
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-302,296,974
Total employer contributions2017-06-308,100,000
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-307,608,633
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-301,534,330
Net shortfall amortization installment of oustanding balance2017-06-305,699,157
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-302,503,793
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-30654,000
Additional cash requirement2017-06-301,849,793
Contributions allocatedtoward minimum required contributions for current year2017-06-307,608,633
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2016 401k membership
Total participants, beginning-of-year2016-07-01444
Total number of active participants reported on line 7a of the Form 55002016-07-01112
Number of retired or separated participants receiving benefits2016-07-01167
Number of other retired or separated participants entitled to future benefits2016-07-01118
Total of all active and inactive participants2016-07-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0141
Total participants2016-07-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-011
2015: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2015 401k membership
Total participants, beginning-of-year2015-07-01454
Total number of active participants reported on line 7a of the Form 55002015-07-01123
Number of retired or separated participants receiving benefits2015-07-01165
Number of other retired or separated participants entitled to future benefits2015-07-01117
Total of all active and inactive participants2015-07-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0139
Total participants2015-07-01444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-015
2014: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2014 401k membership
Total participants, beginning-of-year2014-07-01463
Total number of active participants reported on line 7a of the Form 55002014-07-01139
Number of retired or separated participants receiving benefits2014-07-01168
Number of other retired or separated participants entitled to future benefits2014-07-01114
Total of all active and inactive participants2014-07-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0133
Total participants2014-07-01454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-016
2013: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2013 401k membership
Total participants, beginning-of-year2013-07-01471
Total number of active participants reported on line 7a of the Form 55002013-07-01158
Number of retired or separated participants receiving benefits2013-07-01163
Number of other retired or separated participants entitled to future benefits2013-07-01110
Total of all active and inactive participants2013-07-01431
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0132
Total participants2013-07-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0113
2012: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2012 401k membership
Total participants, beginning-of-year2012-07-01462
Total number of active participants reported on line 7a of the Form 55002012-07-01183
Number of retired or separated participants receiving benefits2012-07-01155
Number of other retired or separated participants entitled to future benefits2012-07-01103
Total of all active and inactive participants2012-07-01441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0130
Total participants2012-07-01471
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-0110
2011: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2011 401k membership
Total participants, beginning-of-year2011-07-01440
Total number of active participants reported on line 7a of the Form 55002011-07-01169
Number of retired or separated participants receiving benefits2011-07-01160
Number of other retired or separated participants entitled to future benefits2011-07-0199
Total of all active and inactive participants2011-07-01428
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0131
Total participants2011-07-01459
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-017
2009: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2009 401k membership
Total participants, beginning-of-year2009-07-01444
Total number of active participants reported on line 7a of the Form 55002009-07-01164
Number of retired or separated participants receiving benefits2009-07-01149
Number of other retired or separated participants entitled to future benefits2009-07-01106
Total of all active and inactive participants2009-07-01419
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0130
Total participants2009-07-01449
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-019

Financial Data on RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS

Measure Date Value
2025 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2025 401k financial data
Total expenses incurred by plan in this plan year2025-09-04168594
Net assets as of the end of the plan year2025-09-040
Total assets as of the beginning of the plan year2025-09-04168010
Value of plan covered by a fidelity bond2025-09-0410000000
Other expenses paid from plan in this plan year2025-09-04167720
Other income to plan in this plan year2025-09-04584
Plan net income in this plan year2025-09-04-168010
Net assets as of the end of the plan year2025-09-040
Net assets as of the beginning of the plan year2025-09-04168010
Expensese paid to adminstrative service provicers from plan in this plan year2025-09-04874
2022 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-06-30$87,838
Total unrealized appreciation/depreciation of assets2022-06-30$87,838
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$444,776
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$398,652
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$46,354,373
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$44,963,594
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$7,112,000
Value of total assets at end of year2022-06-30$444,776
Value of total assets at beginning of year2022-06-30$45,955,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$1,390,779
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$91,451
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2022-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$91,451
Administrative expenses professional fees incurred2022-06-30$778,774
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$1,123,770
Administrative expenses (other) incurred2022-06-30$460,514
Liabilities. Value of operating payables at end of year2022-06-30$444,776
Liabilities. Value of operating payables at beginning of year2022-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-45,955,721
Value of net assets at end of year (total assets less liabilities)2022-06-30$0
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$45,955,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Assets. partnership/joint venture interests at end of year2022-06-30$0
Assets. partnership/joint venture interests at beginning of year2022-06-30$3,371,289
Investment advisory and management fees2022-06-30$151,491
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$37,851,883
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-06-30$444,776
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-06-30$458,779
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-06-30$458,779
Expenses. Payments to insurance carriers foe the provision of benefits2022-06-30$25,009,416
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-6,892,637
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30Yes
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$7,112,000
Employer contributions (assets) at end of year2022-06-30$0
Employer contributions (assets) at beginning of year2022-06-30$3,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$19,954,178
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30Yes
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30KPMG LLP
Accountancy firm EIN2022-06-30135565207
2021 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-06-30$696,695
Total unrealized appreciation/depreciation of assets2021-06-30$696,695
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$175,868
Total income from all sources (including contributions)2021-06-30$6,736,321
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$2,270,509
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,685,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$3,150,000
Value of total assets at end of year2021-06-30$45,955,721
Value of total assets at beginning of year2021-06-30$41,665,777
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$584,637
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$862,774
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-06-30$0
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$862,774
Administrative expenses professional fees incurred2021-06-30$514,571
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$1,123,770
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Administrative expenses (other) incurred2021-06-30$12,690
Liabilities. Value of operating payables at end of year2021-06-30$0
Liabilities. Value of operating payables at beginning of year2021-06-30$175,868
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,465,812
Value of net assets at end of year (total assets less liabilities)2021-06-30$45,955,721
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$41,489,909
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Assets. partnership/joint venture interests at end of year2021-06-30$3,371,289
Assets. partnership/joint venture interests at beginning of year2021-06-30$3,798,357
Investment advisory and management fees2021-06-30$57,376
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$37,851,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$31,751,108
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-06-30$458,779
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-06-30$741,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-06-30$741,312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,026,852
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$3,150,000
Employer contributions (assets) at end of year2021-06-30$3,150,000
Employer contributions (assets) at beginning of year2021-06-30$5,375,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,685,872
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30KPMG LLP
Accountancy firm EIN2021-06-30135565207
2020 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-06-30$219,713
Total unrealized appreciation/depreciation of assets2020-06-30$219,713
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$175,868
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$8,746,637
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$22,338,172
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$21,958,100
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$5,375,000
Value of total assets at end of year2020-06-30$41,665,777
Value of total assets at beginning of year2020-06-30$55,081,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$380,072
Total interest from all sources2020-06-30$453,009
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$543,571
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$543,571
Administrative expenses professional fees incurred2020-06-30$98,451
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Administrative expenses (other) incurred2020-06-30$201,620
Liabilities. Value of operating payables at end of year2020-06-30$175,868
Liabilities. Value of operating payables at beginning of year2020-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-13,591,535
Value of net assets at end of year (total assets less liabilities)2020-06-30$41,489,909
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$55,081,444
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Assets. partnership/joint venture interests at end of year2020-06-30$3,798,357
Assets. partnership/joint venture interests at beginning of year2020-06-30$4,828,644
Investment advisory and management fees2020-06-30$80,001
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$31,751,108
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$0
Value of interest in pooled separate accounts at end of year2020-06-30$0
Value of interest in pooled separate accounts at beginning of year2020-06-30$34,718,520
Interest earned on other investments2020-06-30$453,009
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-06-30$741,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$12,309,280
Expenses. Payments to insurance carriers foe the provision of benefits2020-06-30$15,200,000
Net investment gain/loss from pooled separate accounts2020-06-30$2,155,344
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$5,375,000
Employer contributions (assets) at end of year2020-06-30$5,375,000
Employer contributions (assets) at beginning of year2020-06-30$3,225,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$6,758,100
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30KPMG LLP
Accountancy firm EIN2020-06-30135565207
2019 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-06-30$208,872
Total unrealized appreciation/depreciation of assets2019-06-30$208,872
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$5,340,738
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$3,302,998
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$2,902,743
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$3,225,000
Value of total assets at end of year2019-06-30$55,081,444
Value of total assets at beginning of year2019-06-30$53,043,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$400,255
Total interest from all sources2019-06-30$382,997
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Administrative expenses professional fees incurred2019-06-30$172,735
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Administrative expenses (other) incurred2019-06-30$25,752
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$2,037,740
Value of net assets at end of year (total assets less liabilities)2019-06-30$55,081,444
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$53,043,704
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Assets. partnership/joint venture interests at end of year2019-06-30$4,828,644
Assets. partnership/joint venture interests at beginning of year2019-06-30$4,619,772
Investment advisory and management fees2019-06-30$201,768
Value of interest in pooled separate accounts at end of year2019-06-30$34,718,520
Value of interest in pooled separate accounts at beginning of year2019-06-30$29,966,527
Interest earned on other investments2019-06-30$382,997
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$12,309,280
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$15,082,405
Net investment gain/loss from pooled separate accounts2019-06-30$1,523,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$3,225,000
Employer contributions (assets) at end of year2019-06-30$3,225,000
Employer contributions (assets) at beginning of year2019-06-30$3,375,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$2,902,743
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30KPMG LLP
Accountancy firm EIN2019-06-30135565207
2018 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-06-30$353,532
Total unrealized appreciation/depreciation of assets2018-06-30$353,532
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-06-30$0
Total income from all sources (including contributions)2018-06-30$7,764,967
Total loss/gain on sale of assets2018-06-30$0
Total of all expenses incurred2018-06-30$7,680,902
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$6,951,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$3,375,000
Value of total assets at end of year2018-06-30$53,043,704
Value of total assets at beginning of year2018-06-30$52,959,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$729,602
Total interest from all sources2018-06-30$497,824
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Administrative expenses professional fees incurred2018-06-30$253,812
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$254,283
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$84,065
Value of net assets at end of year (total assets less liabilities)2018-06-30$53,043,704
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$52,959,639
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Assets. partnership/joint venture interests at end of year2018-06-30$4,619,772
Assets. partnership/joint venture interests at beginning of year2018-06-30$4,266,240
Investment advisory and management fees2018-06-30$221,507
Value of interest in pooled separate accounts at end of year2018-06-30$29,966,527
Value of interest in pooled separate accounts at beginning of year2018-06-30$31,053,516
Interest earned on other investments2018-06-30$497,824
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$15,082,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$13,439,883
Net investment gain/loss from pooled separate accounts2018-06-30$3,538,611
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$3,375,000
Employer contributions (assets) at end of year2018-06-30$3,375,000
Employer contributions (assets) at beginning of year2018-06-30$4,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,951,300
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30KPMG LLP
Accountancy firm EIN2018-06-30135565207
2017 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-06-30$283,361
Total unrealized appreciation/depreciation of assets2017-06-30$283,361
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-06-30$0
Total income from all sources (including contributions)2017-06-30$14,351,778
Total loss/gain on sale of assets2017-06-30$0
Total of all expenses incurred2017-06-30$3,484,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$3,003,558
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$8,100,000
Value of total assets at end of year2017-06-30$52,959,639
Value of total assets at beginning of year2017-06-30$42,091,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$480,539
Total interest from all sources2017-06-30$507,252
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$302,338
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$10,867,681
Value of net assets at end of year (total assets less liabilities)2017-06-30$52,959,639
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$42,091,958
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Assets. partnership/joint venture interests at end of year2017-06-30$4,266,240
Assets. partnership/joint venture interests at beginning of year2017-06-30$3,982,879
Investment advisory and management fees2017-06-30$178,201
Value of interest in pooled separate accounts at end of year2017-06-30$31,053,516
Value of interest in pooled separate accounts at beginning of year2017-06-30$25,988,535
Interest earned on other investments2017-06-30$507,252
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$13,439,883
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$12,120,544
Net investment gain/loss from pooled separate accounts2017-06-30$5,461,165
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$8,100,000
Employer contributions (assets) at end of year2017-06-30$4,200,000
Employer contributions (assets) at beginning of year2017-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$3,003,558
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30KPMG LLP
Accountancy firm EIN2017-06-30135565207
2016 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-06-30$-162,500
Total unrealized appreciation/depreciation of assets2016-06-30$-162,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$0
Total income from all sources (including contributions)2016-06-30$-762,546
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$3,433,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$3,048,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$0
Value of total assets at end of year2016-06-30$42,091,958
Value of total assets at beginning of year2016-06-30$46,287,778
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$385,051
Total interest from all sources2016-06-30$667,381
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$227,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-4,195,820
Value of net assets at end of year (total assets less liabilities)2016-06-30$42,091,958
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$46,287,778
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Assets. partnership/joint venture interests at end of year2016-06-30$3,982,879
Assets. partnership/joint venture interests at beginning of year2016-06-30$4,145,379
Investment advisory and management fees2016-06-30$157,829
Value of interest in pooled separate accounts at end of year2016-06-30$25,988,535
Value of interest in pooled separate accounts at beginning of year2016-06-30$0
Interest earned on other investments2016-06-30$667,381
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$12,120,544
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$12,058,994
Net investment gain/loss from pooled separate accounts2016-06-30$-1,267,427
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Employer contributions (assets) at end of year2016-06-30$0
Employer contributions (assets) at beginning of year2016-06-30$4,025,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$3,048,223
Assets. Corporate common stocks other than exployer securities at end of year2016-06-30$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-06-30$26,058,405
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30KPMG LLP
Accountancy firm EIN2016-06-30135565207
2015 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-06-30$258,803
Total unrealized appreciation/depreciation of assets2015-06-30$258,803
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$0
Total income from all sources (including contributions)2015-06-30$5,772,224
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$3,268,645
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$2,922,930
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$4,025,000
Value of total assets at end of year2015-06-30$46,287,778
Value of total assets at beginning of year2015-06-30$43,784,199
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$345,715
Total interest from all sources2015-06-30$495,084
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$180,150
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Total non interest bearing cash at beginning of year2015-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$2,503,579
Value of net assets at end of year (total assets less liabilities)2015-06-30$46,287,778
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$43,784,199
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Assets. partnership/joint venture interests at end of year2015-06-30$4,145,379
Assets. partnership/joint venture interests at beginning of year2015-06-30$3,886,576
Investment advisory and management fees2015-06-30$165,565
Interest earned on other investments2015-06-30$495,084
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$12,058,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$10,836,843
Net investment gain/loss from pooled separate accounts2015-06-30$993,337
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$4,025,000
Employer contributions (assets) at end of year2015-06-30$4,025,000
Employer contributions (assets) at beginning of year2015-06-30$3,752,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$2,922,930
Assets. Corporate common stocks other than exployer securities at end of year2015-06-30$26,058,405
Assets. Corporate common stocks other than exployer securities at beginning of year2015-06-30$25,308,780
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30KPMG LLP
Accountancy firm EIN2015-06-30135565207
2014 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-06-30$386,576
Total unrealized appreciation/depreciation of assets2014-06-30$386,576
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$0
Total income from all sources (including contributions)2014-06-30$11,739,127
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$3,184,087
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$2,846,576
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$5,945,000
Value of total assets at end of year2014-06-30$43,784,199
Value of total assets at beginning of year2014-06-30$35,229,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$337,511
Total interest from all sources2014-06-30$547,916
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Administrative expenses (other) incurred2014-06-30$181,839
Total non interest bearing cash at end of year2014-06-30$0
Total non interest bearing cash at beginning of year2014-06-30$3,500,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$8,555,040
Value of net assets at end of year (total assets less liabilities)2014-06-30$43,784,199
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$35,229,159
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Assets. partnership/joint venture interests at end of year2014-06-30$3,886,576
Assets. partnership/joint venture interests at beginning of year2014-06-30$0
Investment advisory and management fees2014-06-30$155,672
Interest earned on other investments2014-06-30$547,916
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-06-30$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-06-30$5,769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-06-30$5,769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$10,836,843
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$10,703,047
Net investment gain/loss from pooled separate accounts2014-06-30$4,859,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$5,945,000
Employer contributions (assets) at end of year2014-06-30$3,752,000
Employer contributions (assets) at beginning of year2014-06-30$1,103,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$2,846,576
Assets. Corporate common stocks other than exployer securities at end of year2014-06-30$25,308,780
Assets. Corporate common stocks other than exployer securities at beginning of year2014-06-30$19,917,343
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30KPMG LLP
Accountancy firm EIN2014-06-30135565207
2013 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$0
Total income from all sources (including contributions)2013-06-30$7,618,537
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$3,055,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$2,891,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,065,000
Value of total assets at end of year2013-06-30$35,229,159
Value of total assets at beginning of year2013-06-30$30,666,383
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$164,304
Total interest from all sources2013-06-30$506,253
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Total non interest bearing cash at end of year2013-06-30$3,500,000
Total non interest bearing cash at beginning of year2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$4,562,776
Value of net assets at end of year (total assets less liabilities)2013-06-30$35,229,159
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$30,666,383
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$164,304
Interest earned on other investments2013-06-30$506,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-06-30$5,769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-06-30$141,863
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-06-30$141,863
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$10,703,047
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$10,664,866
Net investment gain/loss from pooled separate accounts2013-06-30$4,047,284
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,065,000
Employer contributions (assets) at end of year2013-06-30$1,103,000
Employer contributions (assets) at beginning of year2013-06-30$491,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$2,891,457
Assets. Corporate common stocks other than exployer securities at end of year2013-06-30$19,917,343
Assets. Corporate common stocks other than exployer securities at beginning of year2013-06-30$19,368,654
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30KPMG LLP
Accountancy firm EIN2013-06-30135565207
2012 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$3,356,977
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$2,873,981
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,778,675
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$3,623,000
Value of total assets at end of year2012-06-30$30,666,383
Value of total assets at beginning of year2012-06-30$30,183,387
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$95,306
Total interest from all sources2012-06-30$499,774
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$482,996
Value of net assets at end of year (total assets less liabilities)2012-06-30$30,666,383
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$30,183,387
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$95,306
Value of interest in pooled separate accounts at end of year2012-06-30$0
Value of interest in pooled separate accounts at beginning of year2012-06-30$19,047,218
Interest earned on other investments2012-06-30$499,774
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-06-30$141,863
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-06-30$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$10,664,866
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$10,833,169
Net investment gain/loss from pooled separate accounts2012-06-30$-765,797
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$3,623,000
Employer contributions (assets) at end of year2012-06-30$491,000
Employer contributions (assets) at beginning of year2012-06-30$303,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,778,675
Assets. Corporate common stocks other than exployer securities at end of year2012-06-30$19,368,654
Assets. Corporate common stocks other than exployer securities at beginning of year2012-06-30$0
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30KPMG LLP
Accountancy firm EIN2012-06-30135565207
2011 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total income from all sources (including contributions)2011-06-30$6,537,315
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$2,861,374
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,788,159
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$1,089,000
Value of total assets at end of year2011-06-30$30,183,387
Value of total assets at beginning of year2011-06-30$26,507,446
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$73,215
Total interest from all sources2011-06-30$538,223
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$73,215
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$3,675,941
Value of net assets at end of year (total assets less liabilities)2011-06-30$30,183,387
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$26,507,446
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in pooled separate accounts at end of year2011-06-30$19,047,218
Value of interest in pooled separate accounts at beginning of year2011-06-30$17,289,379
Interest earned on other investments2011-06-30$538,223
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$10,833,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$9,218,067
Net investment gain/loss from pooled separate accounts2011-06-30$4,910,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$1,089,000
Employer contributions (assets) at end of year2011-06-30$303,000
Employer contributions (assets) at beginning of year2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,788,159
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30KPMG LLP
Accountancy firm EIN2011-06-30135565207
2010 : RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS

2021: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingYes
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan benefit arrangement – InsuranceYes
2017: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan benefit arrangement – InsuranceYes
2016: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan benefit arrangement – InsuranceYes
2015: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan benefit arrangement – InsuranceYes
2014: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan benefit arrangement – InsuranceYes
2013: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan benefit arrangement – InsuranceYes
2012: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – InsuranceYes
2011: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT INCOME PLAN OF THE CONFERENCE BOARD, INC. UNITED STATES STAFF MEMBERS 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32622
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number32662
Policy instance 2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract numberGAC 262
Policy instance 1

Potentially related plans

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