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GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN
Plan identification number 509

GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Other welfare benefit cover

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC.
Employer identification number (EIN):390808491
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5092018-01-01
5092017-01-01TAMARA JUNG TAMARA JUNG2018-05-28
5092016-01-01TAMARA JUNG
5092015-01-01TAMARA JUNG
5092014-01-01TAMARA JUNG
5092013-01-01TAMARA JUNG
5092012-01-01TAMARA JUNG

Plan Statistics for GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN

Measure Date Value
2018: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-014,419
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-010
2017: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-014,197
Total number of active participants reported on line 7a of the Form 55002017-01-014,419
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-014,419
2016: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-014,197
Total number of active participants reported on line 7a of the Form 55002016-01-014,165
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-014,165
2015: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-014,564
Total number of active participants reported on line 7a of the Form 55002015-01-014,197
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-014,197
2014: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-014,517
Total number of active participants reported on line 7a of the Form 55002014-01-014,564
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-014,564
2013: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-014,817
Total number of active participants reported on line 7a of the Form 55002013-01-014,517
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-014,517
2012: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,940
Total number of active participants reported on line 7a of the Form 55002012-01-014,817
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-014,817

Form 5500 Responses for GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN

2018: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 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 filingYes
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: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 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 benefit arrangement – InsuranceYes
2016: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 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 benefit arrangement – InsuranceYes
2015: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 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 benefit arrangement – InsuranceYes
2014: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
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 benefit arrangement – InsuranceYes
2013: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 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 benefit arrangement – InsuranceYes
2012: GOODWILL INDUSTRIES OF SOUTHEASTERN WISCONSIN, INC. EAP PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01First time form 5500 has been submittedYes
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 benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AURORA HEALTH CARE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract numberEAP
Policy instance 1
Insurance contract or identification numberEAP
Number of Individuals Covered4419
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 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?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
Other welfare benefits providedEMPLOYEE ASSISTANCE PROGRAM
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $86,118
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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