Cision Us, Inc. Retirement Plan And Trust — Form 5500 plan (Cision Us, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Cision Us, Inc. Retirement Plan And Trust is a benefit plan reported by Cision Us, Inc. under EIN 36-4011543 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,843 participants and $134,730,304 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cision Us, Inc.
- EIN
- 36-4011543
- Plan number
- 002
- Plan type
- 2
- Location
- Chicago, IL
- Latest filing year
- 2023
- Participants
- 2,843
- End-of-year plan assets
- $134,730,304
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,843 | H, C | 20241015131740NAL0014702515001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $134,730,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,730,304
- Net assets (BOY)
- $109,305,909
Income & contributions
- Employer contributions
- $3,391,065
- Participant contributions
- $12,434,386
- Total contributions
- $17,092,874
- Total income / additions
- $39,397,086
Expenses & distributions
- Benefits paid
- $13,976,033
- Administrative expenses
- $604
- Total expenses
- $13,972,691
- Net increase / (decrease)
- $25,424,395
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| 401(K) Plan Resources | CONSULTANT | $95,500 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset | 2023 |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT/AUDITOR | $21,150 | not reported in the loaded dataset | 2023 |
| Creative Planning | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$161,046 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cision Us, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Chicago, IL
- 401(K) Plan Resources — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation
- Baker Tilly Virchow Krause, Llp — Schedule C compensation
- Creative Planning — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation