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Plan Name | THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES |
Plan identification number | 004 |
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 |
---|---|---|---|---|---|
004 | 2022-01-01 | ||||
004 | 2021-01-01 | ||||
004 | 2020-01-01 | ||||
004 | 2019-01-01 | ||||
004 | 2018-01-01 | ||||
004 | 2017-01-01 | PEGGY CHRISTOFFERON | |||
004 | 2016-01-01 | PEGGY CHRISTOFFERON | |||
004 | 2015-01-01 | PEGGY CHRISTOFFERON | |||
004 | 2014-01-01 | PEGGY CHRISTOFFERON | SUZANNE NIXON | 2015-07-30 | |
004 | 2013-01-01 | ERIC WAYNE | ERIC WAYNE | 2014-07-29 | |
004 | 2012-01-01 | ERIC WAYNE | ERIC WAYNE | 2013-09-13 | |
004 | 2011-01-01 | ERIC WAYNE | |||
004 | 2010-01-01 | ERIC WAYNE | |||
004 | 2009-01-01 | ERIC WAYNE | ERIC WAYNE | 2010-07-30 |
Measure | Date | Value |
---|---|---|
2022: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 412 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 265 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 151 |
Total of all active and inactive participants | 2022-01-01 | 421 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 7 |
Total participants | 2022-01-01 | 428 |
Number of participants with account balances | 2022-01-01 | 416 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 15 |
2021: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 262 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 140 |
Total of all active and inactive participants | 2021-01-01 | 406 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 6 |
Total participants | 2021-01-01 | 412 |
Number of participants with account balances | 2021-01-01 | 401 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 16 |
2020: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 131 |
Total of all active and inactive participants | 2020-01-01 | 399 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 5 |
Total participants | 2020-01-01 | 404 |
Number of participants with account balances | 2020-01-01 | 397 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 10 |
2019: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 413 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 262 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 132 |
Total of all active and inactive participants | 2019-01-01 | 399 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 6 |
Total participants | 2019-01-01 | 405 |
Number of participants with account balances | 2019-01-01 | 394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 11 |
2018: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 399 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 261 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 140 |
Total of all active and inactive participants | 2018-01-01 | 407 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 6 |
Total participants | 2018-01-01 | 413 |
Number of participants with account balances | 2018-01-01 | 401 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 22 |
2017: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 399 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 262 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 127 |
Total of all active and inactive participants | 2017-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4 |
Total participants | 2017-01-01 | 399 |
Number of participants with account balances | 2017-01-01 | 396 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
2016: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 416 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 257 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 132 |
Total of all active and inactive participants | 2016-01-01 | 395 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
Total participants | 2016-01-01 | 399 |
Number of participants with account balances | 2016-01-01 | 394 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 12 |
2015: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 405 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 283 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 5 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 125 |
Total of all active and inactive participants | 2015-01-01 | 413 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
Total participants | 2015-01-01 | 416 |
Number of participants with account balances | 2015-01-01 | 397 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 9 |
2014: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 401 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 297 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 5 |
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 | 403 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 2 |
Total participants | 2014-01-01 | 405 |
Number of participants with account balances | 2014-01-01 | 375 |
2013: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 422 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 303 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 6 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 92 |
Total of all active and inactive participants | 2013-01-01 | 401 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
Total participants | 2013-01-01 | 401 |
Number of participants with account balances | 2013-01-01 | 370 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 437 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 334 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 84 |
Total of all active and inactive participants | 2012-01-01 | 422 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
Total participants | 2012-01-01 | 422 |
Number of participants with account balances | 2012-01-01 | 386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 444 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 366 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 67 |
Total of all active and inactive participants | 2011-01-01 | 437 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
Total participants | 2011-01-01 | 437 |
Number of participants with account balances | 2011-01-01 | 402 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2010: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 435 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 378 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 4 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 62 |
Total of all active and inactive participants | 2010-01-01 | 444 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
Total participants | 2010-01-01 | 444 |
Number of participants with account balances | 2010-01-01 | 403 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 0 |
2009: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 498 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 369 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 3 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 63 |
Total of all active and inactive participants | 2009-01-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
Total participants | 2009-01-01 | 435 |
Number of participants with account balances | 2009-01-01 | 399 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | $3,194,898 |
Total transfer of assets from this plan | 2022-12-31 | $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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $6,547,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $75,344,163 |
Value of total assets at beginning of year | 2022-12-31 | $87,890,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $14,471 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $1,907,290 |
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 | $2,869,713 |
Participant contributions at end of year | 2022-12-31 | $834,184 |
Participant contributions at beginning of year | 2022-12-31 | $791,313 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $219,727 |
Other income not declared elsewhere | 2022-12-31 | $717 |
Administrative expenses (other) incurred | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | 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 | $43,401,959 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $81,328,396 |
Interest on participant loans | 2022-12-31 | $39,388 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $31,108,020 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $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 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 | $1,714,481 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $6,533,413 |
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 LLP |
Accountancy firm EIN | 2022-12-31 | 222428965 |
2021 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from 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 | $15,995,015 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,839,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $87,890,651 |
Value of total assets at beginning of year | 2021-12-31 | $76,176,076 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $20,254 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $3,270,680 |
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 | $2,600,246 |
Participant contributions at end of year | 2021-12-31 | $791,313 |
Participant contributions at beginning of year | 2021-12-31 | $747,922 |
Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $200,678 |
Other income not declared elsewhere | 2021-12-31 | $11,602 |
Administrative expenses (other) incurred | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | 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 | $81,328,396 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $69,792,540 |
Interest on participant loans | 2021-12-31 | $37,393 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $5,770,942 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $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 trusts | 2021-12-31 | $74,895 |
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 | $698,063 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,818,900 |
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 LLP |
Accountancy firm EIN | 2021-12-31 | 222428965 |
2020 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION EMPLOYEES 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from 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 | $12,637,823 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,926,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $76,176,076 |
Value of total assets at beginning of year | 2020-12-31 | $67,518,499 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $2,151 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $2,191,352 |
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 | $2,514,524 |
Participant contributions at end of year | 2020-12-31 | $747,922 |
Participant contributions at beginning of year | 2020-12-31 | $694,673 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $165,295 |
Administrative expenses (other) incurred | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | 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 | $69,792,540 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $61,376,474 |
Interest on participant loans | 2020-12-31 | $37,722 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $5,635,614 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $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 trusts | 2020-12-31 | $117,231 |
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 | $691,296 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,924,096 |
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 LLP |
Accountancy firm EIN | 2020-12-31 | 222428965 |
2019 : THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | $284,467 |
Total transfer of assets from this plan | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,436,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $67,518,499 |
Value of total assets at beginning of year | 2019-12-31 | $59,124,273 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $105 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,792,124 |
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 | $2,320,370 |
Participant contributions at end of year | 2019-12-31 | $694,673 |
Participant contributions at beginning of year | 2019-12-31 | $630,040 |
Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $163,931 |
Other income not declared elsewhere | 2019-12-31 | $395,125 |
Administrative expenses (other) incurred | 2019-12-31 | $105 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | 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 | $61,376,474 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $51,606,050 |
Interest on participant loans | 2019-12-31 | $35,007 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $5,447,352 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $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 trusts | 2019-12-31 | $139,560 |
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 | $654,338 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,436,315 |
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 INCENTIVE PLAN FOR UNION EMPLOYEES 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from 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 | $122,987 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $4,349,464 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $59,124,273 |
Value of total assets at beginning of year | 2018-12-31 | $63,400,936 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $0 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $1,880,768 |
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 | $2,217,298 |
Participant contributions at end of year | 2018-12-31 | $630,040 |
Participant contributions at beginning of year | 2018-12-31 | $802,009 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $66,243 |
Other income not declared elsewhere | 2018-12-31 | $725 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | 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 | $51,606,050 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $55,959,607 |
Interest on participant loans | 2018-12-31 | $34,898 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $6,888,183 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $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 trusts | 2018-12-31 | $137,101 |
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 | $638,210 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,349,464 |
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 INCENTIVE PLAN FOR UNION EMPLOYEES 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets from 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 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $12,510,726 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $5,378,691 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $63,400,936 |
Value of total assets at beginning of year | 2017-12-31 | $56,992,407 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $0 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,360,842 |
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 | $2,053,168 |
Participant contributions at end of year | 2017-12-31 | $802,009 |
Participant contributions at beginning of year | 2017-12-31 | $850,048 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $709,315 |
Other income not declared elsewhere | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | 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 | $55,959,607 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $48,359,470 |
Interest on participant loans | 2017-12-31 | $38,606 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $6,639,320 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $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 trusts | 2017-12-31 | $125,092 |
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 | $583,802 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,378,691 |
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 INCENTIVE PLAN FOR UNION EMPLOYEES 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from 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 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $4,880,545 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $56,992,407 |
Value of total assets at beginning of year | 2016-12-31 | $55,479,622 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $0 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,237,217 |
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 | $2,139,926 |
Participant contributions at end of year | 2016-12-31 | $850,048 |
Participant contributions at beginning of year | 2016-12-31 | $856,370 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $856,117 |
Other income not declared elsewhere | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | 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 | $48,359,470 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $46,752,066 |
Interest on participant loans | 2016-12-31 | $38,025 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $7,782,889 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $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 trusts | 2016-12-31 | $148,836 |
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 | $607,330 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $4,880,545 |
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 INCENTIVE PLAN FOR UNION 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 | $8,255 |
Total transfer of assets from this plan | 2015-12-31 | $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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $1,720,892 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $55,479,622 |
Value of total assets at beginning of year | 2015-12-31 | $54,708,281 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $0 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,507,466 |
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 | $2,350,372 |
Participant contributions at end of year | 2015-12-31 | $856,370 |
Participant contributions at beginning of year | 2015-12-31 | $807,446 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $33,671 |
Other income not declared elsewhere | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $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) | 2015-12-31 | 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 | $46,752,066 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $45,231,909 |
Interest on participant loans | 2015-12-31 | $35,625 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $7,871,186 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $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 trusts | 2015-12-31 | $-120,320 |
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 | $566,458 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,720,892 |
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 INCENTIVE PLAN FOR UNION 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 | $242,774 |
Total transfer of assets from this plan | 2014-12-31 | $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 assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $1,262,029 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $54,708,281 |
Value of total assets at beginning of year | 2014-12-31 | $49,825,161 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,382,285 |
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 | $2,305,080 |
Participant contributions at end of year | 2014-12-31 | $807,446 |
Participant contributions at beginning of year | 2014-12-31 | $803,340 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $183,894 |
Other income not declared elsewhere | 2014-12-31 | $10 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | 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 | $45,231,909 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $40,644,536 |
Interest on participant loans | 2014-12-31 | $36,383 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $8,668,926 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $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 trusts | 2014-12-31 | $184,090 |
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 | $407,148 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,262,029 |
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 INCENTIVE PLAN FOR UNION EMPLOYEES 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from 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 | $11,493,914 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $2,544,710 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $49,825,161 |
Value of total assets at beginning of year | 2013-12-31 | $41,491,869 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $990,252 |
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 | $2,313,750 |
Participant contributions at end of year | 2013-12-31 | $803,340 |
Participant contributions at beginning of year | 2013-12-31 | $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 elsewhere | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | 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 | $40,644,536 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $32,379,980 |
Interest on participant loans | 2013-12-31 | $31,278 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $8,377,285 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $-73,420 |
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 | $414,139 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $2,544,508 |
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 INCENTIVE PLAN FOR UNION 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 | $2,843 |
Total transfer of assets from this plan | 2012-12-31 | $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 assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,433,003 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $41,491,869 |
Value of total assets at beginning of year | 2012-12-31 | $37,204,038 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $694,365 |
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 | $2,444,016 |
Participant contributions at end of year | 2012-12-31 | $671,937 |
Participant contributions at beginning of year | 2012-12-31 | $699,721 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $1,052 |
Other income not declared elsewhere | 2012-12-31 | $17 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | 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 | $32,379,980 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $28,274,538 |
Interest on participant loans | 2012-12-31 | $33,109 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $8,439,952 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $232,619 |
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 | $449,441 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $2,433,003 |
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 INCENTIVE PLAN FOR UNION EMPLOYEES 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from 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 | $3,299,753 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $1,285,855 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $37,204,038 |
Value of total assets at beginning of year | 2011-12-31 | $35,211,338 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $24 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $630,357 |
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 | $2,525,006 |
Participant contributions at end of year | 2011-12-31 | $699,721 |
Participant contributions at beginning of year | 2011-12-31 | $828,399 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $78,871 |
Other income not declared elsewhere | 2011-12-31 | $668 |
Administrative expenses (other) incurred | 2011-12-31 | $24 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | 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 | $28,274,538 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $26,924,850 |
Interest on participant loans | 2011-12-31 | $40,198 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $8,229,779 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $301,029 |
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 | $467,845 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,285,831 |
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 INCENTIVE PLAN FOR UNION EMPLOYEES 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from 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 | $6,183,580 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $982,625 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $35,211,338 |
Value of total assets at beginning of year | 2010-12-31 | $30,152,426 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $72 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $518,995 |
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 | $2,331,495 |
Participant contributions at end of year | 2010-12-31 | $828,399 |
Participant contributions at beginning of year | 2010-12-31 | $832,426 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $63,208 |
Other income not declared elsewhere | 2010-12-31 | $5,266 |
Administrative expenses (other) incurred | 2010-12-31 | $72 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | 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 | $26,924,850 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $21,975,608 |
Interest on participant loans | 2010-12-31 | $49,289 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $7,458,089 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $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 trusts | 2010-12-31 | $332,887 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $982,553 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 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 INCENTIVE PLAN FOR UNION 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 | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: THE CONSUMERS UNION INCENTIVE PLAN FOR UNION 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 | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |