401k Plan data: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN plan

AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 401k Plan overview

Plan Name	AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN
Plan identification number	001

AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN Benefits

401k Plan Type	Defined 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). Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AMERICAN CIVIL LIBERTIES UNION has sponsored the creation of one or more 401k plans.

Company Name: AMERICAN CIVIL LIBERTIES UNION

Employer identification number (EIN): 134921750

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2012-01-01 ALMA MONTCLAIR
001 2011-01-01 ALMA MONTCLAIR
001 2010-01-01 ALMA MONTCLAIR
001 2009-01-01 ALMA MONTCLAIR

Plan id#	Filing Submission Date	Name of Administrator
001	2012-01-01	ALMA MONTCLAIR
001	2011-01-01	ALMA MONTCLAIR
001	2010-01-01	ALMA MONTCLAIR
001	2009-01-01	ALMA MONTCLAIR

Plan Statistics for AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN

401k plan membership statisitcs for AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN

Measure Date Value
2012: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,230
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 510
Number of retired or separated participants receiving benefits 2012-01-01 147
Number of other retired or separated participants entitled to future benefits 2012-01-01 519
Total of all active and inactive participants 2012-01-01 1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 11
Total participants 2012-01-01 1,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,251
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 573
Number of retired or separated participants receiving benefits 2011-01-01 136
Number of other retired or separated participants entitled to future benefits 2011-01-01 498
Total of all active and inactive participants 2011-01-01 1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 15
Total participants 2011-01-01 1,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 19
2010: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 1,298
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 634
Number of retired or separated participants receiving benefits 2010-01-01 119
Number of other retired or separated participants entitled to future benefits 2010-01-01 479
Total of all active and inactive participants 2010-01-01 1,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 13
Total participants 2010-01-01 1,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 69
2009: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 1,204
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 650
Number of retired or separated participants receiving benefits 2009-01-01 115
Number of other retired or separated participants entitled to future benefits 2009-01-01 431
Total of all active and inactive participants 2009-01-01 1,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 7
Total participants 2009-01-01 1,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 77

Measure	Date	Value
2012: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,230
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	510
Number of retired or separated participants receiving benefits	2012-01-01	147
Number of other retired or separated participants entitled to future benefits	2012-01-01	519
Total of all active and inactive participants	2012-01-01	1,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	11
Total participants	2012-01-01	1,187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,251
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	573
Number of retired or separated participants receiving benefits	2011-01-01	136
Number of other retired or separated participants entitled to future benefits	2011-01-01	498
Total of all active and inactive participants	2011-01-01	1,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	15
Total participants	2011-01-01	1,222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	19
2010: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	1,298
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	634
Number of retired or separated participants receiving benefits	2010-01-01	119
Number of other retired or separated participants entitled to future benefits	2010-01-01	479
Total of all active and inactive participants	2010-01-01	1,232
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	13
Total participants	2010-01-01	1,245
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	69
2009: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	1,204
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	650
Number of retired or separated participants receiving benefits	2009-01-01	115
Number of other retired or separated participants entitled to future benefits	2009-01-01	431
Total of all active and inactive participants	2009-01-01	1,196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	7
Total participants	2009-01-01	1,203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	77

Financial Data on AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN

Measure	Date	Value
2012 : AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$1,940
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$9,755
Total income from all sources (including contributions)	2012-12-31	$14,992,906
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$2,310,561
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$2,033,764
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$7,065,577
Value of total assets at end of year	2012-12-31	$70,626,743
Value of total assets at beginning of year	2012-12-31	$57,952,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$276,797
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$12,682,345
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$70,624,803
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$57,942,458
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$276,797
Value of interest in pooled separate accounts at end of year	2012-12-31	$70,626,743
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$57,952,213
Net investment gain/loss from pooled separate accounts	2012-12-31	$7,927,329
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$7,065,577
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$2,033,764
Liabilities. Value of benefit claims payable at end of year	2012-12-31	$1,940
Liabilities. Value of benefit claims payable at beginning of year	2012-12-31	$9,755
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MCGLADREY LLP
Accountancy firm EIN	2012-12-31	420714325
2011 : AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$9,755
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$6,514,127
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$2,057,890
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,871,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$6,081,363
Value of total assets at end of year	2011-12-31	$57,952,213
Value of total assets at beginning of year	2011-12-31	$53,486,221
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$186,329
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$4,456,237
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$57,942,458
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$53,486,221
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$186,329
Value of interest in pooled separate accounts at end of year	2011-12-31	$57,952,213
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$53,486,221
Net investment gain/loss from pooled separate accounts	2011-12-31	$432,764
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$6,081,363
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,871,561
Liabilities. Value of benefit claims payable at end of year	2011-12-31	$9,755
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCGLADREY LLP
Accountancy firm EIN	2011-12-31	420714325
2010 : AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$9,081,496
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$1,742,317
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$1,566,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$2,566,938
Value of total assets at end of year	2010-12-31	$53,486,221
Value of total assets at beginning of year	2010-12-31	$46,147,042
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$175,694
Total interest from all sources	2010-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$7,339,179
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$53,486,221
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$46,147,042
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Investment advisory and management fees	2010-12-31	$175,694
Value of interest in pooled separate accounts at end of year	2010-12-31	$53,486,221
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$46,147,042
Net investment gain/loss from pooled separate accounts	2010-12-31	$6,514,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$2,566,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$1,566,623
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCGLADREY & PULLEN, LLP
Accountancy firm EIN	2010-12-31	420714325
2009 : AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN

2012: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2011: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2010: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2009: AMERICAN CIVIL LIBERTIES UNION RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	AMERICAN CIVIL LIBERTIES UNION
Employer identification number (EIN):	134921750
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations