2023 Form 5500 filing — Cision Us, Inc. Retirement Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015131740NAL0014702515001) for Cision Us, Inc. Retirement Plan And Trust, reported by Cision Us, Inc. under EIN 36-4011543 and plan number 002. It reports 2,843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015131740NAL0014702515001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cision Us, Inc.
- EIN
- 36-4011543
- Plan number
- 002
- Location
- Chicago, IL
- Participants
- 2,843
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,730,304
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $134,730,304
- Employer contributions
- $3,391,065
- Participant contributions
- $12,434,386
- Total income / additions
- $39,397,086
- Benefits paid
- $13,976,033
- Administrative expenses
- $604
- Total expenses
- $13,972,691
- Net increase / (decrease)
- $25,424,395
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| 401(K) Plan Resources | CONSULTANT | $95,500 | not reported in the loaded dataset |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $30,000 | not reported in the loaded dataset |
| Baker Tilly Virchow Krause, Llp | ACCOUNTANT/AUDITOR | $21,150 | not reported in the loaded dataset |
| Creative Planning | INVESTMENT ADVISOR | $15,000 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | -$161,046 | $0 |