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THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameTHE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES
Plan identification number 004

THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

CONSUMER REPORTS, INC. has sponsored the creation of one or more 401k plans.

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.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042022-01-01
0042021-01-01
0042020-01-01
0042019-01-01
0042018-01-01
0042017-01-01PEGGY CHRISTOFFERON
0042016-01-01PEGGY CHRISTOFFERON
0042015-01-01PEGGY CHRISTOFFERON
0042014-01-01PEGGY CHRISTOFFERON SUZANNE NIXON2015-07-30
0042013-01-01ERIC WAYNE ERIC WAYNE2014-07-29
0042012-01-01ERIC WAYNE ERIC WAYNE2013-09-13
0042011-01-01ERIC WAYNE
0042010-01-01ERIC WAYNE
0042009-01-01ERIC WAYNE ERIC WAYNE2010-07-30

Plan Statistics for THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2022 401k membership
Total participants, beginning-of-year2022-01-01412
Total number of active participants reported on line 7a of the Form 55002022-01-01265
Number of retired or separated participants receiving benefits2022-01-015
Number of other retired or separated participants entitled to future benefits2022-01-01151
Total of all active and inactive participants2022-01-01421
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01428
Number of participants with account balances2022-01-01416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0115
2021: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2021 401k membership
Total participants, beginning-of-year2021-01-01404
Total number of active participants reported on line 7a of the Form 55002021-01-01262
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01140
Total of all active and inactive participants2021-01-01406
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01412
Number of participants with account balances2021-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0116
2020: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2020 401k membership
Total participants, beginning-of-year2020-01-01405
Total number of active participants reported on line 7a of the Form 55002020-01-01263
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01131
Total of all active and inactive participants2020-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-01404
Number of participants with account balances2020-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0110
2019: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2019 401k membership
Total participants, beginning-of-year2019-01-01413
Total number of active participants reported on line 7a of the Form 55002019-01-01262
Number of retired or separated participants receiving benefits2019-01-015
Number of other retired or separated participants entitled to future benefits2019-01-01132
Total of all active and inactive participants2019-01-01399
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-016
Total participants2019-01-01405
Number of participants with account balances2019-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0111
2018: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2018 401k membership
Total participants, beginning-of-year2018-01-01399
Total number of active participants reported on line 7a of the Form 55002018-01-01261
Number of retired or separated participants receiving benefits2018-01-016
Number of other retired or separated participants entitled to future benefits2018-01-01140
Total of all active and inactive participants2018-01-01407
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-016
Total participants2018-01-01413
Number of participants with account balances2018-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0122
2017: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2017 401k membership
Total participants, beginning-of-year2017-01-01399
Total number of active participants reported on line 7a of the Form 55002017-01-01262
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01127
Total of all active and inactive participants2017-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01399
Number of participants with account balances2017-01-01396
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2016 401k membership
Total participants, beginning-of-year2016-01-01416
Total number of active participants reported on line 7a of the Form 55002016-01-01257
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01132
Total of all active and inactive participants2016-01-01395
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-01399
Number of participants with account balances2016-01-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0112
2015: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01405
Total number of active participants reported on line 7a of the Form 55002015-01-01283
Number of retired or separated participants receiving benefits2015-01-015
Number of other retired or separated participants entitled to future benefits2015-01-01125
Total of all active and inactive participants2015-01-01413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01416
Number of participants with account balances2015-01-01397
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-019
2014: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01297
Number of retired or separated participants receiving benefits2014-01-015
Number of other retired or separated participants entitled to future benefits2014-01-01101
Total of all active and inactive participants2014-01-01403
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01405
Number of participants with account balances2014-01-01375
2013: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01422
Total number of active participants reported on line 7a of the Form 55002013-01-01303
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0192
Total of all active and inactive participants2013-01-01401
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01401
Number of participants with account balances2013-01-01370
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01437
Total number of active participants reported on line 7a of the Form 55002012-01-01334
Number of retired or separated participants receiving benefits2012-01-014
Number of other retired or separated participants entitled to future benefits2012-01-0184
Total of all active and inactive participants2012-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01422
Number of participants with account balances2012-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01444
Total number of active participants reported on line 7a of the Form 55002011-01-01366
Number of retired or separated participants receiving benefits2011-01-014
Number of other retired or separated participants entitled to future benefits2011-01-0167
Total of all active and inactive participants2011-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01437
Number of participants with account balances2011-01-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01435
Total number of active participants reported on line 7a of the Form 55002010-01-01378
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0162
Total of all active and inactive participants2010-01-01444
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01444
Number of participants with account balances2010-01-01403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01498
Total number of active participants reported on line 7a of the Form 55002009-01-01369
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0163
Total of all active and inactive participants2009-01-01435
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01435
Number of participants with account balances2009-01-01399
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES

Measure Date Value
2022 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets to this plan2022-12-31$3,194,898
Total transfer of assets from this plan2022-12-31$1,296,952
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$0
Total income from all sources (including contributions)2022-12-31$-7,896,550
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,547,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,533,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,803,921
Value of total assets at end of year2022-12-31$75,344,163
Value of total assets at beginning of year2022-12-31$87,890,651
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$14,471
Total interest from all sources2022-12-31$39,388
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,907,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,907,290
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,869,713
Participant contributions at end of year2022-12-31$834,184
Participant contributions at beginning of year2022-12-31$791,313
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$219,727
Other income not declared elsewhere2022-12-31$717
Administrative expenses (other) incurred2022-12-31$14,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-14,444,434
Value of net assets at end of year (total assets less liabilities)2022-12-31$75,344,163
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$87,890,651
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$43,401,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$81,328,396
Interest on participant loans2022-12-31$39,388
Value of interest in common/collective trusts at end of year2022-12-31$31,108,020
Value of interest in common/collective trusts at beginning of year2022-12-31$5,770,942
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-14,647,866
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,714,481
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,533,413
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2022-12-31222428965
2021 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets from this plan2021-12-31$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$15,995,015
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,839,154
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,818,900
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,498,987
Value of total assets at end of year2021-12-31$87,890,651
Value of total assets at beginning of year2021-12-31$76,176,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$20,254
Total interest from all sources2021-12-31$37,393
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,270,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,270,680
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,600,246
Participant contributions at end of year2021-12-31$791,313
Participant contributions at beginning of year2021-12-31$747,922
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$200,678
Other income not declared elsewhere2021-12-31$11,602
Administrative expenses (other) incurred2021-12-31$20,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$13,155,861
Value of net assets at end of year (total assets less liabilities)2021-12-31$87,890,651
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$76,176,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$81,328,396
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$69,792,540
Interest on participant loans2021-12-31$37,393
Value of interest in common/collective trusts at end of year2021-12-31$5,770,942
Value of interest in common/collective trusts at beginning of year2021-12-31$5,635,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,101,458
Net investment gain or loss from common/collective trusts2021-12-31$74,895
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$698,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,818,900
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2021-12-31222428965
2020 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets from this plan2020-12-31$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$12,637,823
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$2,926,247
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,924,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,371,115
Value of total assets at end of year2020-12-31$76,176,076
Value of total assets at beginning of year2020-12-31$67,518,499
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,151
Total interest from all sources2020-12-31$37,722
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,191,352
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,191,352
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,514,524
Participant contributions at end of year2020-12-31$747,922
Participant contributions at beginning of year2020-12-31$694,673
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$165,295
Administrative expenses (other) incurred2020-12-31$2,151
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$9,711,576
Value of net assets at end of year (total assets less liabilities)2020-12-31$76,176,076
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$67,518,499
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$69,792,540
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$61,376,474
Interest on participant loans2020-12-31$37,722
Value of interest in common/collective trusts at end of year2020-12-31$5,635,614
Value of interest in common/collective trusts at beginning of year2020-12-31$5,447,352
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,920,403
Net investment gain or loss from common/collective trusts2020-12-31$117,231
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$691,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,924,096
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2020-12-31222428965
2019 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$284,467
Total transfer of assets from this plan2019-12-31$1,669,322
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$16,215,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,436,420
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,436,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,138,639
Value of total assets at end of year2019-12-31$67,518,499
Value of total assets at beginning of year2019-12-31$59,124,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$105
Total interest from all sources2019-12-31$35,007
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,792,124
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,792,124
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,320,370
Participant contributions at end of year2019-12-31$694,673
Participant contributions at beginning of year2019-12-31$630,040
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$163,931
Other income not declared elsewhere2019-12-31$395,125
Administrative expenses (other) incurred2019-12-31$105
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$9,779,081
Value of net assets at end of year (total assets less liabilities)2019-12-31$67,518,499
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$59,124,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$61,376,474
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$51,606,050
Interest on participant loans2019-12-31$35,007
Value of interest in common/collective trusts at end of year2019-12-31$5,447,352
Value of interest in common/collective trusts at beginning of year2019-12-31$6,888,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$10,715,046
Net investment gain or loss from common/collective trusts2019-12-31$139,560
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$654,338
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,436,315
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2019-12-31222428965
2018 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets from this plan2018-12-31$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$122,987
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$4,349,464
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$4,349,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,921,751
Value of total assets at end of year2018-12-31$59,124,273
Value of total assets at beginning of year2018-12-31$63,400,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$34,898
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,880,768
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,880,768
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,217,298
Participant contributions at end of year2018-12-31$630,040
Participant contributions at beginning of year2018-12-31$802,009
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$66,243
Other income not declared elsewhere2018-12-31$725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,226,477
Value of net assets at end of year (total assets less liabilities)2018-12-31$59,124,273
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$63,400,936
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$51,606,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$55,959,607
Interest on participant loans2018-12-31$34,898
Value of interest in common/collective trusts at end of year2018-12-31$6,888,183
Value of interest in common/collective trusts at beginning of year2018-12-31$6,639,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-4,852,256
Net investment gain or loss from common/collective trusts2018-12-31$137,101
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$638,210
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$4,349,464
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2018-12-31222428965
2017 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$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$0
Total income from all sources (including contributions)2017-12-31$12,510,726
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,378,691
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,378,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,346,285
Value of total assets at end of year2017-12-31$63,400,936
Value of total assets at beginning of year2017-12-31$56,992,407
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$38,606
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,360,842
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,360,842
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,053,168
Participant contributions at end of year2017-12-31$802,009
Participant contributions at beginning of year2017-12-31$850,048
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$709,315
Other income not declared elsewhere2017-12-31$1,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$7,132,035
Value of net assets at end of year (total assets less liabilities)2017-12-31$63,400,936
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$56,992,407
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$55,959,607
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$48,359,470
Interest on participant loans2017-12-31$38,606
Value of interest in common/collective trusts at end of year2017-12-31$6,639,320
Value of interest in common/collective trusts at beginning of year2017-12-31$7,782,889
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,638,215
Net investment gain or loss from common/collective trusts2017-12-31$125,092
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$583,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,378,691
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CITRIN COOPERMAN & COMPANY LLP
Accountancy firm EIN2017-12-31222428965
2016 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$1,682,314
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$8,075,644
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,880,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,880,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,603,373
Value of total assets at end of year2016-12-31$56,992,407
Value of total assets at beginning of year2016-12-31$55,479,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$38,025
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,237,217
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,237,217
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,139,926
Participant contributions at end of year2016-12-31$850,048
Participant contributions at beginning of year2016-12-31$856,370
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$856,117
Other income not declared elsewhere2016-12-31$18,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$3,195,099
Value of net assets at end of year (total assets less liabilities)2016-12-31$56,992,407
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$55,479,622
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$48,359,470
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$46,752,066
Interest on participant loans2016-12-31$38,025
Value of interest in common/collective trusts at end of year2016-12-31$7,782,889
Value of interest in common/collective trusts at beginning of year2016-12-31$7,871,186
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$3,029,443
Net investment gain or loss from common/collective trusts2016-12-31$148,836
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$607,330
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,880,545
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2016-12-31222428965
2015 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$8,255
Total transfer of assets from this plan2015-12-31$466,495
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$2,950,473
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,720,892
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,720,892
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,950,501
Value of total assets at end of year2015-12-31$55,479,622
Value of total assets at beginning of year2015-12-31$54,708,281
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$35,625
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,507,466
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,507,466
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,350,372
Participant contributions at end of year2015-12-31$856,370
Participant contributions at beginning of year2015-12-31$807,446
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$33,671
Other income not declared elsewhere2015-12-31$1,023
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$1,229,581
Value of net assets at end of year (total assets less liabilities)2015-12-31$55,479,622
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$54,708,281
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$46,752,066
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$45,231,909
Interest on participant loans2015-12-31$35,625
Value of interest in common/collective trusts at end of year2015-12-31$7,871,186
Value of interest in common/collective trusts at beginning of year2015-12-31$8,668,926
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,423,822
Net investment gain or loss from common/collective trusts2015-12-31$-120,320
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$566,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,720,892
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2015-12-31222428965
2014 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$242,774
Total transfer of assets from this plan2014-12-31$1,140,090
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$7,042,465
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,262,029
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,262,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,896,122
Value of total assets at end of year2014-12-31$54,708,281
Value of total assets at beginning of year2014-12-31$49,825,161
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$36,383
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,382,285
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,382,285
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$2,305,080
Participant contributions at end of year2014-12-31$807,446
Participant contributions at beginning of year2014-12-31$803,340
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$183,894
Other income not declared elsewhere2014-12-31$10
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,780,436
Value of net assets at end of year (total assets less liabilities)2014-12-31$54,708,281
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,825,161
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$45,231,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$40,644,536
Interest on participant loans2014-12-31$36,383
Value of interest in common/collective trusts at end of year2014-12-31$8,668,926
Value of interest in common/collective trusts at beginning of year2014-12-31$8,377,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,543,575
Net investment gain or loss from common/collective trusts2014-12-31$184,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$407,148
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,262,029
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2014-12-31222428965
2013 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets from this plan2013-12-31$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$11,493,914
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,544,710
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,544,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,432,291
Value of total assets at end of year2013-12-31$49,825,161
Value of total assets at beginning of year2013-12-31$41,491,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$31,278
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$990,252
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$990,252
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,313,750
Participant contributions at end of year2013-12-31$803,340
Participant contributions at beginning of year2013-12-31$671,937
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$704,402
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$202
Other income not declared elsewhere2013-12-31$9,686
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$8,949,204
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,825,161
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,491,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$40,644,536
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$32,379,980
Interest on participant loans2013-12-31$31,278
Value of interest in common/collective trusts at end of year2013-12-31$8,377,285
Value of interest in common/collective trusts at beginning of year2013-12-31$8,439,952
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,103,827
Net investment gain or loss from common/collective trusts2013-12-31$-73,420
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$414,139
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,544,508
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2013-12-31222428965
2012 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$2,843
Total transfer of assets from this plan2012-12-31$461,423
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$7,179,414
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,433,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,433,003
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,894,509
Value of total assets at end of year2012-12-31$41,491,869
Value of total assets at beginning of year2012-12-31$37,204,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$33,109
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$694,365
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$694,365
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,444,016
Participant contributions at end of year2012-12-31$671,937
Participant contributions at beginning of year2012-12-31$699,721
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,052
Other income not declared elsewhere2012-12-31$17
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,746,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,491,869
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$37,204,038
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$32,379,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,274,538
Interest on participant loans2012-12-31$33,109
Value of interest in common/collective trusts at end of year2012-12-31$8,439,952
Value of interest in common/collective trusts at beginning of year2012-12-31$8,229,779
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,324,795
Net investment gain or loss from common/collective trusts2012-12-31$232,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$449,441
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,433,003
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2012-12-31222428965
2011 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$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$3,299,753
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,285,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,285,831
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,071,722
Value of total assets at end of year2011-12-31$37,204,038
Value of total assets at beginning of year2011-12-31$35,211,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24
Total interest from all sources2011-12-31$40,198
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$630,357
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$630,357
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,525,006
Participant contributions at end of year2011-12-31$699,721
Participant contributions at beginning of year2011-12-31$828,399
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$78,871
Other income not declared elsewhere2011-12-31$668
Administrative expenses (other) incurred2011-12-31$24
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,013,898
Value of net assets at end of year (total assets less liabilities)2011-12-31$37,204,038
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$35,211,338
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,274,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$26,924,850
Interest on participant loans2011-12-31$40,198
Value of interest in common/collective trusts at end of year2011-12-31$8,229,779
Value of interest in common/collective trusts at beginning of year2011-12-31$7,458,089
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-744,221
Net investment gain or loss from common/collective trusts2011-12-31$301,029
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$467,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,285,831
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2011-12-31222428965
2010 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$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$6,183,580
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$982,625
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$982,553
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,394,703
Value of total assets at end of year2010-12-31$35,211,338
Value of total assets at beginning of year2010-12-31$30,152,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$72
Total interest from all sources2010-12-31$49,289
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$518,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$518,995
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,331,495
Participant contributions at end of year2010-12-31$828,399
Participant contributions at beginning of year2010-12-31$832,426
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$63,208
Other income not declared elsewhere2010-12-31$5,266
Administrative expenses (other) incurred2010-12-31$72
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,200,955
Value of net assets at end of year (total assets less liabilities)2010-12-31$35,211,338
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,152,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$26,924,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,975,608
Interest on participant loans2010-12-31$49,289
Value of interest in common/collective trusts at end of year2010-12-31$7,458,089
Value of interest in common/collective trusts at beginning of year2010-12-31$7,344,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,882,440
Net investment gain or loss from common/collective trusts2010-12-31$332,887
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$982,553
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CITRIN COOPERMAN & COMPANY, LLP
Accountancy firm EIN2010-12-31222428965

Form 5500 Responses for THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES

2022: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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