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Plan Name | THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES |
Plan identification number | 003 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | CONSUMER REPORTS, INC. |
Employer identification number (EIN): | 131776434 |
NAIC Classification: | 511190 |
Additional information about CONSUMER REPORTS, INC.
Jurisdiction of Incorporation: | Texas Secretary of State |
Incorporation Date: | 1980-04-01 |
Company Identification Number: | 0004754607 |
Legal Registered Office Address: |
101 TRUMAN AVE YONKERS United States of America (USA) 10703 |
More information about CONSUMER REPORTS, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
003 | 2022-01-01 | ||||
003 | 2021-01-01 | ||||
003 | 2020-01-01 | ||||
003 | 2019-01-01 | ||||
003 | 2018-01-01 | ||||
003 | 2017-01-01 | PEGGY CHRISTOFFERSON | |||
003 | 2016-01-01 | PEGGY CHRISTOFFERSON | |||
003 | 2015-01-01 | PEGGY CHRISTOFFERSON | |||
003 | 2014-01-01 | PEGGY CHRISTOFFERSON | |||
003 | 2013-01-01 | ERIC WAYNE | ERIC WAYNE | 2014-07-29 | |
003 | 2012-01-01 | ERIC WAYNE | ERIC WAYNE | 2013-09-13 | |
003 | 2011-01-01 | ERIC WAYNE | |||
003 | 2010-01-01 | ERIC WAYNE | |||
003 | 2009-01-01 | ERIC WAYNE | ERIC WAYNE | 2010-07-30 |
Measure | Date | Value |
---|---|---|
2022: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 551 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 316 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 215 |
Total of all active and inactive participants | 2022-01-01 | 549 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 4 |
Total participants | 2022-01-01 | 553 |
Number of participants with account balances | 2022-01-01 | 545 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 20 |
2021: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 532 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 340 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 192 |
Total of all active and inactive participants | 2021-01-01 | 547 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 4 |
Total participants | 2021-01-01 | 551 |
Number of participants with account balances | 2021-01-01 | 545 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 19 |
2020: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 522 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 325 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 17 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 186 |
Total of all active and inactive participants | 2020-01-01 | 528 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 4 |
Total participants | 2020-01-01 | 532 |
Number of participants with account balances | 2020-01-01 | 527 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 15 |
2019: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 511 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 313 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 23 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 184 |
Total of all active and inactive participants | 2019-01-01 | 520 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 2 |
Total participants | 2019-01-01 | 522 |
Number of participants with account balances | 2019-01-01 | 517 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 19 |
2018: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 499 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 313 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 176 |
Total of all active and inactive participants | 2018-01-01 | 509 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 2 |
Total participants | 2018-01-01 | 511 |
Number of participants with account balances | 2018-01-01 | 506 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 23 |
2017: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 471 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 320 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 15 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 163 |
Total of all active and inactive participants | 2017-01-01 | 498 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1 |
Total participants | 2017-01-01 | 499 |
Number of participants with account balances | 2017-01-01 | 494 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 22 |
2016: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 436 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 306 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 151 |
Total of all active and inactive participants | 2016-01-01 | 470 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 471 |
Number of participants with account balances | 2016-01-01 | 471 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 17 |
2015: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 410 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 292 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 13 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 130 |
Total of all active and inactive participants | 2015-01-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 436 |
Number of participants with account balances | 2015-01-01 | 436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 17 |
2014: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 383 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 296 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 12 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 101 |
Total of all active and inactive participants | 2014-01-01 | 409 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 410 |
Number of participants with account balances | 2014-01-01 | 407 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 8 |
2013: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 370 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 271 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 102 |
Total of all active and inactive participants | 2013-01-01 | 382 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 383 |
Number of participants with account balances | 2013-01-01 | 373 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 12 |
2012: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 384 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 282 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 10 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 77 |
Total of all active and inactive participants | 2012-01-01 | 369 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 370 |
Number of participants with account balances | 2012-01-01 | 366 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 10 |
2011: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 369 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 299 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 77 |
Total of all active and inactive participants | 2011-01-01 | 383 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1 |
Total participants | 2011-01-01 | 384 |
Number of participants with account balances | 2011-01-01 | 375 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 7 |
2010: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 367 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 290 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 7 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 71 |
Total of all active and inactive participants | 2010-01-01 | 368 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1 |
Total participants | 2010-01-01 | 369 |
Number of participants with account balances | 2010-01-01 | 364 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 8 |
2009: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 365 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 284 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 76 |
Total of all active and inactive participants | 2009-01-01 | 366 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1 |
Total participants | 2009-01-01 | 367 |
Number of participants with account balances | 2009-01-01 | 363 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 9 |
Measure | Date | Value |
---|---|---|
2022 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets to this plan | 2022-12-31 | $1,296,952 |
Total transfer of assets from this plan | 2022-12-31 | $3,194,898 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-23,590,382 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,133,060 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,106,249 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $11,178,760 |
Value of total assets at end of year | 2022-12-31 | $191,787,662 |
Value of total assets at beginning of year | 2022-12-31 | $225,409,050 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $26,811 |
Total interest from all sources | 2022-12-31 | $36,941 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $4,377,974 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $4,377,974 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $5,238,351 |
Participant contributions at end of year | 2022-12-31 | $696,791 |
Participant contributions at beginning of year | 2022-12-31 | $865,216 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $826,184 |
Other income not declared elsewhere | 2022-12-31 | $1,088 |
Administrative expenses (other) incurred | 2022-12-31 | $26,811 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-31,723,442 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $191,787,662 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $225,409,050 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $102,371,081 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $211,729,505 |
Interest on participant loans | 2022-12-31 | $36,941 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $88,719,790 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $12,814,329 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-39,185,145 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $5,114,225 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,106,249 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CITRIN COOPERMAN & COMPANY |
Accountancy firm EIN | 2022-12-31 | 222428965 |
2021 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets to this plan | 2021-12-31 | $1,441,286 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $39,758,637 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,427,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,402,756 |
Value of total corrective distributions | 2021-12-31 | $427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $9,870,402 |
Value of total assets at end of year | 2021-12-31 | $225,409,050 |
Value of total assets at beginning of year | 2021-12-31 | $191,636,494 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $24,184 |
Total interest from all sources | 2021-12-31 | $41,452 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $7,814,227 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $7,814,227 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $4,911,757 |
Participant contributions at end of year | 2021-12-31 | $865,216 |
Participant contributions at beginning of year | 2021-12-31 | $792,327 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $217,497 |
Other income not declared elsewhere | 2021-12-31 | $2,769 |
Administrative expenses (other) incurred | 2021-12-31 | $24,184 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $32,331,270 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $225,409,050 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $191,636,494 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $211,729,505 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $176,527,112 |
Interest on participant loans | 2021-12-31 | $41,452 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $12,814,329 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $14,317,055 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $21,841,644 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $188,143 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $4,741,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,402,756 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CITRIN COOPERMAN & COMPANY |
Accountancy firm EIN | 2021-12-31 | 222428965 |
2020 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $1,053,999 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $36,324,983 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,352,047 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,347,268 |
Value of total corrective distributions | 2020-12-31 | $678 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $13,523,693 |
Value of total assets at end of year | 2020-12-31 | $191,636,494 |
Value of total assets at beginning of year | 2020-12-31 | $161,609,559 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $4,101 |
Total interest from all sources | 2020-12-31 | $46,648 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $5,550,530 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $5,550,530 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $4,540,151 |
Participant contributions at end of year | 2020-12-31 | $792,327 |
Participant contributions at beginning of year | 2020-12-31 | $807,072 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $4,491,496 |
Other income not declared elsewhere | 2020-12-31 | $304 |
Administrative expenses (other) incurred | 2020-12-31 | $4,101 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $28,972,936 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $191,636,494 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $161,609,559 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $176,527,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $149,060,425 |
Interest on participant loans | 2020-12-31 | $46,648 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $14,317,055 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $11,742,062 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $16,941,315 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $262,493 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $4,492,046 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,347,268 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | CITRIN COOPERMAN & COMPANY |
Accountancy firm EIN | 2020-12-31 | 222428965 |
2019 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets to this plan | 2019-12-31 | $1,669,322 |
Total transfer of assets from this plan | 2019-12-31 | $284,467 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $41,352,366 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,327,503 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,326,451 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,265,302 |
Value of total assets at end of year | 2019-12-31 | $161,609,559 |
Value of total assets at beginning of year | 2019-12-31 | $125,199,841 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,052 |
Total interest from all sources | 2019-12-31 | $39,679 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,298,346 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $4,298,346 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $4,055,151 |
Participant contributions at end of year | 2019-12-31 | $807,072 |
Participant contributions at beginning of year | 2019-12-31 | $753,411 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $4,996,837 |
Other income not declared elsewhere | 2019-12-31 | $357 |
Administrative expenses (other) incurred | 2019-12-31 | $1,052 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $35,024,863 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $161,609,559 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $125,199,841 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $149,060,425 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $111,545,570 |
Interest on participant loans | 2019-12-31 | $39,679 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,742,062 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $12,900,860 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $23,458,347 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $290,335 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $4,213,314 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,326,451 |
Did the plan have assets held for investment | 2019-12-31 | 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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2019-12-31 | 222428965 |
2018 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets to this plan | 2018-12-31 | $50,186 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,458,688 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $9,982,341 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $9,982,331 |
Value of total corrective distributions | 2018-12-31 | $10 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $9,365,247 |
Value of total assets at end of year | 2018-12-31 | $125,199,841 |
Value of total assets at beginning of year | 2018-12-31 | $131,673,308 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $35,913 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,989,761 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,989,761 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $4,116,245 |
Participant contributions at end of year | 2018-12-31 | $753,411 |
Participant contributions at beginning of year | 2018-12-31 | $705,284 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $1,090,265 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-6,523,653 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $125,199,841 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $131,673,308 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $111,545,570 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $119,460,303 |
Interest on participant loans | 2018-12-31 | $35,913 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $12,900,860 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $11,507,721 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-10,177,249 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $245,016 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $4,158,737 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $9,982,331 |
Did the plan have assets held for investment | 2018-12-31 | 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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2018-12-31 | 222428965 |
2017 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $723,506 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $28,597 |
Total income from all sources (including contributions) | 2017-12-31 | $27,870,575 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $8,370,199 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $8,370,199 |
Value of total corrective distributions | 2017-12-31 | $0 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,757,608 |
Value of total assets at end of year | 2017-12-31 | $131,673,308 |
Value of total assets at beginning of year | 2017-12-31 | $111,478,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $27,691 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,961,091 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,961,091 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $3,952,693 |
Participant contributions at end of year | 2017-12-31 | $705,284 |
Participant contributions at beginning of year | 2017-12-31 | $547,078 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $890,373 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $28,597 |
Other income not declared elsewhere | 2017-12-31 | $80 |
Administrative expenses (other) incurred | 2017-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $19,500,376 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $131,673,308 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $111,449,426 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $119,460,303 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $98,402,167 |
Interest on participant loans | 2017-12-31 | $27,691 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $11,507,721 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $12,528,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $15,923,976 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $200,129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $3,914,542 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $8,370,199 |
Did the plan have assets held for investment | 2017-12-31 | 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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2017-12-31 | 222428965 |
2016 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets to this plan | 2016-12-31 | $1,682,314 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $28,597 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $17,063,936 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,388,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,354,318 |
Value of total corrective distributions | 2016-12-31 | $33,195 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $8,636,386 |
Value of total assets at end of year | 2016-12-31 | $111,478,023 |
Value of total assets at beginning of year | 2016-12-31 | $99,091,389 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $700 |
Total interest from all sources | 2016-12-31 | $22,376 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,546,528 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,546,528 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $3,655,625 |
Participant contributions at end of year | 2016-12-31 | $547,078 |
Participant contributions at beginning of year | 2016-12-31 | $494,165 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $1,373,935 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $28,597 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $0 |
Other income not declared elsewhere | 2016-12-31 | $1,806 |
Administrative expenses (other) incurred | 2016-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $10,675,723 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $111,449,426 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $99,091,389 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $98,402,167 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $89,724,477 |
Interest on participant loans | 2016-12-31 | $22,376 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $12,528,778 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,872,747 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $5,655,471 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $201,369 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $3,606,826 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,354,318 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2016-12-31 | 222428965 |
2015 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets to this plan | 2015-12-31 | $466,495 |
Total transfer of assets from this plan | 2015-12-31 | $8,255 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $7,578,552 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,963,270 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,963,270 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $7,819,136 |
Value of total assets at end of year | 2015-12-31 | $99,091,389 |
Value of total assets at beginning of year | 2015-12-31 | $95,017,867 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $22,594 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,934,345 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,934,345 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $3,636,169 |
Participant contributions at end of year | 2015-12-31 | $494,165 |
Participant contributions at beginning of year | 2015-12-31 | $469,826 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $627,941 |
Other income not declared elsewhere | 2015-12-31 | $1,346 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $3,615,282 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $99,091,389 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $95,017,867 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $89,724,477 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $85,018,475 |
Interest on participant loans | 2015-12-31 | $22,594 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,872,747 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $9,529,566 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,073,464 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $-125,405 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $3,555,026 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,963,270 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2015-12-31 | 222428965 |
2014 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $1,140,090 |
Total transfer of assets from this plan | 2014-12-31 | $242,774 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $14,428,258 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,592,678 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $7,590,733 |
Value of total corrective distributions | 2014-12-31 | $1,245 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,834,236 |
Value of total assets at end of year | 2014-12-31 | $95,017,867 |
Value of total assets at beginning of year | 2014-12-31 | $87,284,971 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $700 |
Total interest from all sources | 2014-12-31 | $24,470 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $2,698,276 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $2,698,276 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,419,703 |
Participant contributions at end of year | 2014-12-31 | $469,826 |
Participant contributions at beginning of year | 2014-12-31 | $600,087 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $222,754 |
Other income not declared elsewhere | 2014-12-31 | $57,321 |
Administrative expenses (other) incurred | 2014-12-31 | $700 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $6,835,580 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $95,017,867 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $87,284,971 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $85,018,475 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $75,733,403 |
Interest on participant loans | 2014-12-31 | $24,470 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $9,529,566 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $10,951,481 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $4,651,237 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $162,718 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $3,191,779 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $7,590,733 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2014-12-31 | 222428965 |
2013 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $615,912 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $20,418,014 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $10,784,276 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,784,276 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,409,164 |
Value of total assets at end of year | 2013-12-31 | $87,284,971 |
Value of total assets at beginning of year | 2013-12-31 | $77,035,321 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $30,920 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,909,020 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,909,020 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,113,666 |
Participant contributions at end of year | 2013-12-31 | $600,087 |
Participant contributions at beginning of year | 2013-12-31 | $754,729 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $431,500 |
Other income not declared elsewhere | 2013-12-31 | $461 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $9,633,738 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $87,284,971 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $77,035,321 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $75,733,403 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $61,170,775 |
Interest on participant loans | 2013-12-31 | $30,920 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $10,951,481 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $15,109,817 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $12,372,975 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-304,526 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $2,863,998 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,784,276 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2013-12-31 | 222428965 |
2012 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $461,423 |
Total transfer of assets from this plan | 2012-12-31 | $2,843 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $14,007,066 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $6,454,293 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $6,453,943 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,279,813 |
Value of total assets at end of year | 2012-12-31 | $77,035,321 |
Value of total assets at beginning of year | 2012-12-31 | $69,023,968 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $350 |
Total interest from all sources | 2012-12-31 | $33,891 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,330,174 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,330,174 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,202,208 |
Participant contributions at end of year | 2012-12-31 | $754,729 |
Participant contributions at beginning of year | 2012-12-31 | $740,559 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $5,873 |
Other income not declared elsewhere | 2012-12-31 | $16 |
Administrative expenses (other) incurred | 2012-12-31 | $350 |
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 | $7,552,773 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $77,035,321 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $69,023,968 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $61,170,775 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $53,185,605 |
Interest on participant loans | 2012-12-31 | $33,891 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $15,109,817 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $15,097,804 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,948,370 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $414,802 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
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 | $3,071,732 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $6,453,943 |
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 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2012-12-31 | 222428965 |
2011 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets to this plan | 2011-12-31 | $21,198 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
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 | $7,468,942 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $4,465,889 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $4,465,309 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,668,587 |
Value of total assets at end of year | 2011-12-31 | $69,023,968 |
Value of total assets at beginning of year | 2011-12-31 | $65,999,717 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $580 |
Total interest from all sources | 2011-12-31 | $36,509 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,256,120 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $1,256,120 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,283,302 |
Participant contributions at end of year | 2011-12-31 | $740,559 |
Participant contributions at beginning of year | 2011-12-31 | $625,560 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $49,972 |
Other income not declared elsewhere | 2011-12-31 | $932 |
Administrative expenses (other) incurred | 2011-12-31 | $580 |
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 | $3,003,053 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $69,023,968 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $65,999,717 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $53,185,605 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $50,841,499 |
Interest on participant loans | 2011-12-31 | $36,509 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $15,097,804 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $14,532,658 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-1,043,545 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $550,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
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 | $3,335,313 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $4,465,309 |
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 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2011-12-31 | 222428965 |
2010 : THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $142,043 |
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 | $13,159,002 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,099,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,094,235 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $6,452,112 |
Value of total assets at end of year | 2010-12-31 | $65,999,717 |
Value of total assets at beginning of year | 2010-12-31 | $54,797,885 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $4,978 |
Total interest from all sources | 2010-12-31 | $34,734 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,016,567 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $1,016,567 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $3,191,565 |
Participant contributions at end of year | 2010-12-31 | $625,560 |
Participant contributions at beginning of year | 2010-12-31 | $544,890 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $65,809 |
Administrative expenses (other) incurred | 2010-12-31 | $4,978 |
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 | $11,059,789 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $65,999,717 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $54,797,885 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $50,841,499 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $40,820,604 |
Interest on participant loans | 2010-12-31 | $34,734 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $14,532,658 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $13,432,391 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $4,996,347 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $659,242 |
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 | $3,194,738 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $2,094,235 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
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 | CITRIN COOPERMAN & COMPANY, LLP |
Accountancy firm EIN | 2010-12-31 | 222428965 |
2022: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 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 – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 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 – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 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 – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE CONSUMERS UNION RETIREMENT AND SAVINGS PLAN FOR MANAGEMENT/EXEMPT EMPLOYEES 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 – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |