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Cision US, Inc. Retirement Plan and Trust

Cision US, Inc., Chicago IL. Employer ID 364011543, plan number 002. Annual reports on file for 2016 to 2024.

Where the money went

Plans that moved money into this one:

  1. Filed 2016-2024Cision US, Inc. Retirement Plan and Trust, Cision US, Inc.
  2. TodayCision US, Inc. Retirement Plan and Trust still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

Left in 2023? Worth asking about employer money

  • In plan year 2023, active participants fell from 1,774 to 1,413 (20%), and 203 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
20161,947522Filing
20172,041633Filing
20182,231713Filing
20192,392843Filing
20202,282878Filing
20212,7861,012Filing
20222,8431,062Filing
20232,5491,129Filing
20242,5841,224Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.