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403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 401k Plan overview

Plan Name403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC.
Plan identification number 001

403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF MICHIANA, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF MICHIANA, INC.
Employer identification number (EIN):351093073
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012022-01-01
0012021-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01DANIEL L. SCARSELLA DANIEL L. SCARSELLA2018-08-27
0012016-01-01DAN SCARSELLA DAN SCARSELLA2017-07-31
0012015-01-01DANIEL L. SCARSELLA
0012015-01-01DANIEL L. SCARSELLA
0012014-01-01DANIEL L. SCARSELLA
0012014-01-01DANIEL L. SCARSELLA
0012013-01-01DANIEL L. SCARSELLA
0012012-01-01DANIEL L SCARSELLA
0012011-01-01DANIEL L. SCARSELLA
0012009-01-01DANIEL L. SCARSELLA
0012009-01-01DANIEL L. SCARSELLA
0012009-01-01DANIEL L. SCARSELLA

Plan Statistics for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC.

401k plan membership statisitcs for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC.

Measure Date Value
2022: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01954
Total number of active participants reported on line 7a of the Form 55002022-01-01715
Number of other retired or separated participants entitled to future benefits2022-01-01334
Total of all active and inactive participants2022-01-011,049
Total participants2022-01-011,049
Number of participants with account balances2022-01-011,049
2021: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01800
Total number of active participants reported on line 7a of the Form 55002021-01-01735
Number of other retired or separated participants entitled to future benefits2021-01-01219
Total of all active and inactive participants2021-01-01954
Total participants2021-01-01954
Number of participants with account balances2021-01-01954
2020: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01725
Total number of active participants reported on line 7a of the Form 55002020-01-01800
Number of other retired or separated participants entitled to future benefits2020-01-01280
Total of all active and inactive participants2020-01-011,080
Total participants2020-01-011,080
Number of participants with account balances2020-01-011,080
2019: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01585
Total number of active participants reported on line 7a of the Form 55002019-01-01725
Number of other retired or separated participants entitled to future benefits2019-01-01281
Total of all active and inactive participants2019-01-011,006
Total participants2019-01-011,006
Number of participants with account balances2019-01-011,006
2018: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01536
Total number of active participants reported on line 7a of the Form 55002018-01-01509
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0172
Total of all active and inactive participants2018-01-01581
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01585
Number of participants with account balances2018-01-01580
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01123
2017: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-011,154
Total number of active participants reported on line 7a of the Form 55002017-01-01453
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0176
Total of all active and inactive participants2017-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-017
Total participants2017-01-01536
Number of participants with account balances2017-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01282
2016: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01589
Total number of active participants reported on line 7a of the Form 55002016-01-011,022
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01126
Total of all active and inactive participants2016-01-011,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-016
Total participants2016-01-011,154
Number of participants with account balances2016-01-01569
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01165
2015: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01553
Total number of active participants reported on line 7a of the Form 55002015-01-01461
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01127
Total of all active and inactive participants2015-01-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01589
Number of participants with account balances2015-01-01589
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01145
2014: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01509
Total number of active participants reported on line 7a of the Form 55002014-01-01439
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01112
Total of all active and inactive participants2014-01-01551
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01553
Number of participants with account balances2014-01-01551
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0197
2013: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01526
Total number of active participants reported on line 7a of the Form 55002013-01-01427
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0179
Total of all active and inactive participants2013-01-01506
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-01509
Number of participants with account balances2013-01-01509
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0176
2012: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01528
Total number of active participants reported on line 7a of the Form 55002012-01-01443
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0180
Total of all active and inactive participants2012-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-013
Total participants2012-01-01526
Number of participants with account balances2012-01-01523
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0173
2011: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01542
Total number of active participants reported on line 7a of the Form 55002011-01-01452
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0173
Total of all active and inactive participants2011-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01528
Number of participants with account balances2011-01-01527
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0179
2009: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01582
Total number of active participants reported on line 7a of the Form 55002009-01-01491
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0160
Total of all active and inactive participants2009-01-01552
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01553
Number of participants with account balances2009-01-01553
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0184

Financial Data on 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC.

Measure Date Value
2022 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-442,784
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,379,925
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,222,833
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,503,437
Value of total assets at end of year2022-12-31$11,245,795
Value of total assets at beginning of year2022-12-31$13,068,504
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$157,092
Total interest from all sources2022-12-31$12,574
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$856,753
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$856,753
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$748,978
Participant contributions at end of year2022-12-31$4,495
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$19,581
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$6
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,822,709
Value of net assets at end of year (total assets less liabilities)2022-12-31$11,245,795
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$13,068,504
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
Investment advisory and management fees2022-12-31$118,843
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$9,261,921
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$10,908,793
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$12,574
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,983,874
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,159,711
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,815,548
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 contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$734,878
Employer contributions (assets) at end of year2022-12-31$6,712
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$1,222,827
Contract administrator fees2022-12-31$38,249
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 name2022-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2022-12-31351307701
2021 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
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$3,196,192
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,143,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$977,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,595,514
Value of total assets at end of year2021-12-31$13,068,504
Value of total assets at beginning of year2021-12-31$11,015,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$166,179
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$916,313
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$916,313
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$835,641
Participant contributions at beginning of year2021-12-31$40,525
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$116,479
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$2,052,915
Value of net assets at end of year (total assets less liabilities)2021-12-31$13,068,504
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$11,015,589
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
Investment advisory and management fees2021-12-31$140,292
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$10,908,793
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$9,095,565
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,159,711
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,920,024
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$684,365
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$643,394
Employer contributions (assets) at beginning of year2021-12-31$104,954
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$977,098
Contract administrator fees2021-12-31$25,887
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 name2021-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2021-12-31351307701
2020 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$2,445,672
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$887,155
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$758,313
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,041,340
Value of total assets at end of year2020-12-31$11,015,589
Value of total assets at beginning of year2020-12-31$9,457,072
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$128,842
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$294,025
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$294,025
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$551,796
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$33,828
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$1,558,517
Value of net assets at end of year (total assets less liabilities)2020-12-31$11,015,589
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$9,457,072
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$9,095,565
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,920,024
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$9,457,072
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,110,307
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 contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$455,716
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$758,313
Contract administrator fees2020-12-31$128,842
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 plan2020-12-31Disclaimer
Accountancy firm name2020-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2020-12-31351307701
2019 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$2,713,940
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$960,564
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$874,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$874,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,304,575
Value of total assets at end of year2019-12-31$9,457,072
Value of total assets at end of year2019-12-31$9,457,072
Value of total assets at beginning of year2019-12-31$7,703,696
Value of total assets at beginning of year2019-12-31$7,703,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$85,941
Total interest from all sources2019-12-31$2,364
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$280,482
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$280,482
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$280,482
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$516,923
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$190,389
Other income not declared elsewhere2019-12-31$16
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$1,753,376
Value of net assets at end of year (total assets less liabilities)2019-12-31$9,457,072
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$7,703,696
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$79,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,956,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$5,956,577
Interest earned on other investments2019-12-31$2,364
Interest earned on other investments2019-12-31$2,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$9,457,072
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,747,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$1,747,119
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,022,731
Net investment gain/loss from pooled separate accounts2019-12-31$103,772
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$597,263
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$874,623
Contract administrator fees2019-12-31$6,671
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KRUGGEL LAWTON & COMPANT, LLC
Accountancy firm EIN2019-12-31351307701
2018 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$655,766
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$1,243,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$1,238,720
Expenses. Certain deemed distributions of participant loans2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,087,068
Value of total assets at end of year2018-12-31$7,703,696
Value of total assets at beginning of year2018-12-31$8,291,134
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,484
Total interest from all sources2018-12-31$18,056
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$466,896
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$135,921
Other income not declared elsewhere2018-12-31$0
Administrative expenses (other) incurred2018-12-31$4,484
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-587,438
Value of net assets at end of year (total assets less liabilities)2018-12-31$7,703,696
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$8,291,134
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$5,956,577
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,534,712
Interest on participant loans2018-12-31$0
Interest earned on other investments2018-12-31$18,056
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$1,747,119
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,756,422
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-449,358
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$484,251
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$1,238,720
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 name2018-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2018-12-31351307701
2017 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$1,918,600
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,229,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,224,131
Expenses. Certain deemed distributions of participant loans2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$966,286
Value of total assets at end of year2017-12-31$8,291,134
Value of total assets at beginning of year2017-12-31$7,601,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,908
Total interest from all sources2017-12-31$19,364
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$413,644
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$99,819
Other income not declared elsewhere2017-12-31$10
Administrative expenses (other) incurred2017-12-31$4,908
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$689,561
Value of net assets at end of year (total assets less liabilities)2017-12-31$8,291,134
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$7,601,573
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$6,534,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$5,674,546
Interest on participant loans2017-12-31$0
Interest earned on other investments2017-12-31$19,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,756,422
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$1,927,027
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$932,940
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$452,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,224,131
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 name2017-12-31KRUGGEL LAWTON & COMPANY, LLC
Accountancy firm EIN2017-12-31351307701
2016 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
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$1,345,662
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,005,916
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,000,589
Expenses. Certain deemed distributions of participant loans2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$859,782
Value of total assets at end of year2016-12-31$7,601,573
Value of total assets at beginning of year2016-12-31$7,261,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$5,327
Total interest from all sources2016-12-31$19,239
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$380,857
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$36,766
Other income not declared elsewhere2016-12-31$10
Administrative expenses (other) incurred2016-12-31$5,327
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$339,746
Value of net assets at end of year (total assets less liabilities)2016-12-31$7,601,573
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$7,261,827
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$5,674,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,286,377
Interest on participant loans2016-12-31$0
Interest earned on other investments2016-12-31$19,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$1,927,027
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,975,450
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$0
Net investment gain/loss from pooled separate accounts2016-12-31$466,631
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$442,159
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,000,589
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 name2016-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2016-12-31351307701
2015 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
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$762,863
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,159,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,154,594
Expenses. Certain deemed distributions of participant loans2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$755,227
Value of total assets at end of year2015-12-31$7,261,827
Value of total assets at beginning of year2015-12-31$7,658,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,217
Total interest from all sources2015-12-31$19,364
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$348,109
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$39,189
Other income not declared elsewhere2015-12-31$0
Administrative expenses (other) incurred2015-12-31$5,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-396,948
Value of net assets at end of year (total assets less liabilities)2015-12-31$7,261,827
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,658,775
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$5,286,377
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,643,451
Interest on participant loans2015-12-31$0
Interest earned on other investments2015-12-31$19,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,975,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,015,324
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$0
Net investment gain/loss from pooled separate accounts2015-12-31$-11,728
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$367,929
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,154,594
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 name2015-12-31KRUGGEL, LAWTON & COMPANY, LLC
Accountancy firm EIN2015-12-31351307701
2014 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$1,122,683
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$736,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$734,369
Expenses. Certain deemed distributions of participant loans2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$713,566
Value of total assets at end of year2014-12-31$7,658,775
Value of total assets at beginning of year2014-12-31$7,272,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,354
Total interest from all sources2014-12-31$20,361
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$338,018
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$2,240
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$2,354
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$385,960
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,658,775
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,272,815
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$5,643,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,156,545
Interest on participant loans2014-12-31$0
Interest earned on other investments2014-12-31$20,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,015,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,116,270
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Net investment gain/loss from pooled separate accounts2014-12-31$388,756
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$373,308
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$734,369
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 name2014-12-31WEIDNER AND COMPANY, P.C. CPAS
Accountancy firm EIN2014-12-31351794199
2013 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
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$1,731,521
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$932,656
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$866,636
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$767,971
Value of total assets at end of year2013-12-31$7,272,815
Value of total assets at beginning of year2013-12-31$6,473,950
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$66,020
Total interest from all sources2013-12-31$24,045
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$315,652
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$20,485
Other income not declared elsewhere2013-12-31$5
Administrative expenses (other) incurred2013-12-31$66,020
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$798,865
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,272,815
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$6,473,950
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$5,156,545
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,230,695
Interest on participant loans2013-12-31$0
Interest earned on other investments2013-12-31$24,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,116,270
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,243,255
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Net investment gain/loss from pooled separate accounts2013-12-31$939,500
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$431,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$866,636
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 name2013-12-31JURGONSKI & FREDLAKE CPAS
Accountancy firm EIN2013-12-31035164089
2012 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,285,409
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$483,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$400,506
Expenses. Certain deemed distributions of participant loans2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$764,431
Value of total assets at end of year2012-12-31$6,473,950
Value of total assets at beginning of year2012-12-31$5,672,299
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$83,252
Total interest from all sources2012-12-31$36,383
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$3,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$324,511
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$6,462
Other income not declared elsewhere2012-12-31$40,311
Administrative expenses (other) incurred2012-12-31$83,252
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$801,651
Value of net assets at end of year (total assets less liabilities)2012-12-31$6,473,950
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$5,672,299
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$4,230,695
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,457,283
Interest on participant loans2012-12-31$0
Interest earned on other investments2012-12-31$36,383
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,243,255
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$2,215,016
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$444,284
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$433,458
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$400,506
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 name2012-12-31JUGONSKI & FREDLAKE CPAS
Accountancy firm EIN2012-12-31351640896
2011 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,043,342
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$464,903
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$387,626
Expenses. Certain deemed distributions of participant loans2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$994,114
Value of total assets at end of year2011-12-31$5,672,299
Value of total assets at beginning of year2011-12-31$5,093,860
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$77,277
Total interest from all sources2011-12-31$41,700
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$3,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$355,285
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$213,433
Other income not declared elsewhere2011-12-31$38,224
Administrative expenses (other) incurred2011-12-31$77,277
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$578,439
Value of net assets at end of year (total assets less liabilities)2011-12-31$5,672,299
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$5,093,860
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$3,457,283
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,162,945
Interest on participant loans2011-12-31$0
Interest earned on other investments2011-12-31$41,700
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$2,215,016
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,930,915
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$-30,696
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$425,396
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$387,626
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 name2011-12-31JURGONSKI FREDLAKE CPAS
Accountancy firm EIN2011-12-31351640896
2010 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$1,270,370
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$618,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$519,389
Expenses. Certain deemed distributions of participant loans2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$791,717
Value of total assets at end of year2010-12-31$5,093,859
Value of total assets at beginning of year2010-12-31$4,442,443
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$99,564
Total interest from all sources2010-12-31$54,197
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$360,965
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$0
Other income not declared elsewhere2010-12-31$49,575
Administrative expenses (other) incurred2010-12-31$99,564
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$651,417
Value of net assets at end of year (total assets less liabilities)2010-12-31$5,093,859
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$4,442,443
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$3,162,945
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,466,218
Interest on participant loans2010-12-31$0
Interest earned on other investments2010-12-31$54,197
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,930,914
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,976,225
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$374,881
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
Contributions received in cash from employer2010-12-31$430,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$519,389
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 name2010-12-31JURGONSKI & FREDLAKE CPAS
Accountancy firm EIN2010-12-31351640896
2009 : 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC.

2022: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
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 planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2013: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2012: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2011: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: 403(B) THRIFT PLAN OF GOODWILL INDUSTRIES OF MICHIANA, INC. 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 planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number781333.01
Policy instance 2
Insurance contract or identification number781333.01
Number of Individuals Covered169
Insurance policy start date2022-10-29
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63058-1
Policy instance 1
Insurance contract or identification numberMR 63058-1
Number of Individuals Covered1126
Insurance policy start date2022-01-01
Insurance policy end date2022-10-28
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63058-1
Policy instance 1
Insurance contract or identification numberMR 63058-1
Number of Individuals Covered1142
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 62650-1
Policy instance 1
Insurance contract or identification numberMR 62650-1
Number of Individuals Covered1080
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberMR 63058-1
Policy instance 1
Insurance contract or identification numberMR 63058-1
Number of Individuals Covered1056
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818-J
Policy instance 2
Insurance contract or identification number016818-J
Number of Individuals Covered1
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered585
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,598
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1598
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered536
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,720
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1720
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered589
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $556
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees556
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered553
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $869
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees869
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered509
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $835
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees835
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameINDIANAPOLIS REGIONAL OFFICE
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered526
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $1,664
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees791
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
Insurance broker nameSARAH WIENCKEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered528
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,395
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number016818J
Policy instance 1
Insurance contract or identification number016818J
Number of Individuals Covered542
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $3,549
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees1193
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameERIC J. OUSLEY

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