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GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN
Plan identification number 001

GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock 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 INC has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES INC
Employer identification number (EIN):470378996
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JENNIFER ROHR
0012016-01-01JENNIFER ROHR
0012015-01-01DAVE PFEFFER
0012014-01-01DAVE PFEFFER
0012013-01-01DAVE PFEFFER
0012012-01-01DAVID PFEFFER
0012011-01-01DAVID PFEFFER
0012010-01-01DAVID PFEFFER
0012009-01-01DAVID PFEFFER
0012009-01-01DAVID PFEFFER

Plan Statistics for GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01766
Total number of active participants reported on line 7a of the Form 55002022-01-01738
Number of retired or separated participants receiving benefits2022-01-016
Number of other retired or separated participants entitled to future benefits2022-01-01220
Total of all active and inactive participants2022-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01964
Number of participants with account balances2022-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0122
2021: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01911
Total number of active participants reported on line 7a of the Form 55002021-01-01687
Number of retired or separated participants receiving benefits2021-01-014
Number of other retired or separated participants entitled to future benefits2021-01-01216
Total of all active and inactive participants2021-01-01907
Total participants2021-01-01907
Number of participants with account balances2021-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0113
2020: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01794
Total number of active participants reported on line 7a of the Form 55002020-01-01675
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-01164
Total of all active and inactive participants2020-01-01842
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01842
Number of participants with account balances2020-01-01287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0118
2019: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01743
Total number of active participants reported on line 7a of the Form 55002019-01-01602
Number of retired or separated participants receiving benefits2019-01-016
Number of other retired or separated participants entitled to future benefits2019-01-01186
Total of all active and inactive participants2019-01-01794
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01794
Number of participants with account balances2019-01-01329
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0122
2018: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01717
Total number of active participants reported on line 7a of the Form 55002018-01-01585
Number of retired or separated participants receiving benefits2018-01-0114
Number of other retired or separated participants entitled to future benefits2018-01-01139
Total of all active and inactive participants2018-01-01738
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01738
Number of participants with account balances2018-01-01300
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0119
2017: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01688
Total number of active participants reported on line 7a of the Form 55002017-01-01641
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0173
Total of all active and inactive participants2017-01-01717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01717
Number of participants with account balances2017-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0118
2016: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01674
Total number of active participants reported on line 7a of the Form 55002016-01-01526
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01618
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01618
Number of participants with account balances2016-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0139
2015: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01703
Total number of active participants reported on line 7a of the Form 55002015-01-01574
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0161
Total of all active and inactive participants2015-01-01635
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01635
Number of participants with account balances2015-01-01201
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0117
2014: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01742
Total number of active participants reported on line 7a of the Form 55002014-01-01535
Number of retired or separated participants receiving benefits2014-01-0142
Number of other retired or separated participants entitled to future benefits2014-01-0181
Total of all active and inactive participants2014-01-01658
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01658
Number of participants with account balances2014-01-01220
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-017
2013: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01690
Total number of active participants reported on line 7a of the Form 55002013-01-01652
Number of retired or separated participants receiving benefits2013-01-019
Number of other retired or separated participants entitled to future benefits2013-01-0181
Total of all active and inactive participants2013-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01742
Number of participants with account balances2013-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01690
Total number of active participants reported on line 7a of the Form 55002012-01-01652
Number of retired or separated participants receiving benefits2012-01-019
Number of other retired or separated participants entitled to future benefits2012-01-0181
Total of all active and inactive participants2012-01-01742
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01742
Number of participants with account balances2012-01-01240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01616
Total number of active participants reported on line 7a of the Form 55002011-01-01603
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0181
Total of all active and inactive participants2011-01-01684
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01684
Number of participants with account balances2011-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-014
2010: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01504
Total number of active participants reported on line 7a of the Form 55002010-01-01541
Number of retired or separated participants receiving benefits2010-01-014
Number of other retired or separated participants entitled to future benefits2010-01-0164
Total of all active and inactive participants2010-01-01609
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01609
Number of participants with account balances2010-01-01209
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-012
2009: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01591
Total number of active participants reported on line 7a of the Form 55002009-01-01565
Number of retired or separated participants receiving benefits2009-01-016
Number of other retired or separated participants entitled to future benefits2009-01-01265
Total of all active and inactive participants2009-01-01836
Total participants2009-01-01836
Number of participants with account balances2009-01-01223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$0
Total income from all sources (including contributions)2022-12-31$-556,014
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$714,665
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$682,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$460,841
Value of total assets at end of year2022-12-31$5,309,859
Value of total assets at beginning of year2022-12-31$6,580,538
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$32,495
Total interest from all sources2022-12-31$6,079
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$171,388
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$171,388
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
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$297,999
Participant contributions at end of year2022-12-31$11,688
Participant contributions at beginning of year2022-12-31$19,359
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$11,238
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$27,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,270,679
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,309,859
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$6,580,538
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,351,473
Value of interest in pooled separate accounts at end of year2022-12-31$4,918,662
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$793
Interest earned on other investments2022-12-31$5,286
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$379,509
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$193,413
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-917,512
Net investment gain/loss from pooled separate accounts2022-12-31$-276,810
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$135,074
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$5,055
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$682,170
Contract administrator fees2022-12-31$32,495
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 name2022-12-31HBE, LLP
Accountancy firm EIN2022-12-31470677245
2021 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$1,214,216
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$512,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$506,471
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$604,813
Value of total assets at end of year2021-12-31$6,580,538
Value of total assets at beginning of year2021-12-31$5,878,333
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,540
Total interest from all sources2021-12-31$1,193
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
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$281,660
Participant contributions at end of year2021-12-31$19,359
Participant contributions at beginning of year2021-12-31$31,957
Participant contributions at end of year2021-12-31$11,238
Participant contributions at beginning of year2021-12-31$9,863
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$206,105
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$702,205
Value of net assets at end of year (total assets less liabilities)2021-12-31$6,580,538
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,878,333
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$6,351,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$5,643,996
Interest on participant loans2021-12-31$1,193
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$193,413
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$187,830
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$608,210
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$117,048
Employer contributions (assets) at end of year2021-12-31$5,055
Employer contributions (assets) at beginning of year2021-12-31$4,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$506,471
Contract administrator fees2021-12-31$5,540
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 name2021-12-31HBE, LLP
Accountancy firm EIN2021-12-31470677245
2020 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$1,074,049
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$275,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$260,127
Expenses. Certain deemed distributions of participant loans2020-12-31$2,106
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$396,795
Value of total assets at end of year2020-12-31$5,878,333
Value of total assets at beginning of year2020-12-31$5,079,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$12,928
Total interest from all sources2020-12-31$7,038
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
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$262,771
Participant contributions at end of year2020-12-31$31,957
Participant contributions at beginning of year2020-12-31$42,512
Participant contributions at end of year2020-12-31$9,863
Participant contributions at beginning of year2020-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$21,189
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$798,888
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,878,333
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$5,079,445
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$5,643,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,851,364
Interest on participant loans2020-12-31$1,924
Interest earned on other investments2020-12-31$5,114
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$187,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$185,569
Net investment gain/loss from pooled separate accounts2020-12-31$670,216
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$112,835
Employer contributions (assets) at end of year2020-12-31$4,687
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$260,127
Contract administrator fees2020-12-31$12,928
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 plan2020-12-31Unqualified
Accountancy firm name2020-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2020-12-31470574775
2019 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2019 401k financial data
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 income from all sources (including contributions)2019-12-31$1,242,501
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$769,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$760,884
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$416,802
Value of total assets at end of year2019-12-31$5,079,445
Value of total assets at beginning of year2019-12-31$4,606,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$8,925
Total interest from all sources2019-12-31$7,495
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
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$278,573
Participant contributions at end of year2019-12-31$42,512
Participant contributions at beginning of year2019-12-31$37,783
Participant contributions at end of year2019-12-31$0
Participant contributions at beginning of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
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$472,692
Value of net assets at end of year (total assets less liabilities)2019-12-31$5,079,445
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,606,753
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,851,364
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$4,373,157
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$2,328
Interest earned on other investments2019-12-31$5,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$185,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$195,813
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$818,204
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
Contributions received in cash from employer2019-12-31$138,229
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$760,884
Contract administrator fees2019-12-31$8,925
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
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
Accountancy firm name2019-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2019-12-31470574775
2018 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$173,477
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$869,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$802,941
Expenses. Certain deemed distributions of participant loans2018-12-31$53,082
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$423,790
Value of total assets at end of year2018-12-31$4,606,753
Value of total assets at beginning of year2018-12-31$5,303,187
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$13,888
Total interest from all sources2018-12-31$7,597
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$500,000
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$284,852
Participant contributions at end of year2018-12-31$37,783
Participant contributions at beginning of year2018-12-31$81,690
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$9,999
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-696,434
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,606,753
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$5,303,187
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$4,373,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$5,015,662
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$1,317
Interest earned on other investments2018-12-31$6,280
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$195,813
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$205,835
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-257,910
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$128,939
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$802,941
Contract administrator fees2018-12-31$13,888
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 name2018-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2018-12-31470574775
2017 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$1,196,599
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,388,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,373,043
Expenses. Certain deemed distributions of participant loans2017-12-31$3,293
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$411,093
Value of total assets at end of year2017-12-31$5,303,187
Value of total assets at beginning of year2017-12-31$6,494,621
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$11,697
Total interest from all sources2017-12-31$7,867
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$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$281,829
Participant contributions at end of year2017-12-31$81,690
Participant contributions at beginning of year2017-12-31$105,663
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$14,986
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,191,434
Value of net assets at end of year (total assets less liabilities)2017-12-31$5,303,187
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,494,621
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$5,015,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,178,248
Value of interest in pooled separate accounts at end of year2017-12-31$0
Value of interest in pooled separate accounts at beginning of year2017-12-31$0
Interest on participant loans2017-12-31$2,412
Interest earned on other investments2017-12-31$5,455
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$205,835
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$210,710
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$777,639
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$114,278
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,373,043
Contract administrator fees2017-12-31$11,697
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 name2017-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2017-12-31470574775
2016 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$1,051,075
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$749,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$735,280
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$600,903
Value of total assets at end of year2016-12-31$6,494,621
Value of total assets at beginning of year2016-12-31$6,192,818
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$13,992
Total interest from all sources2016-12-31$10,843
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$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$447,643
Participant contributions at end of year2016-12-31$105,663
Participant contributions at beginning of year2016-12-31$85,019
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$6,679
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$0
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$301,803
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,494,621
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,192,818
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$6,178,248
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,861,511
Value of interest in pooled separate accounts at end of year2016-12-31$0
Value of interest in pooled separate accounts at beginning of year2016-12-31$0
Interest on participant loans2016-12-31$4,571
Interest earned on other investments2016-12-31$6,272
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$210,710
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$246,288
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$439,329
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$146,581
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$735,280
Contract administrator fees2016-12-31$13,992
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 name2016-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2016-12-31470574775
2015 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$526,037
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,057,271
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,028,943
Expenses. Certain deemed distributions of participant loans2015-12-31$20,760
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$630,412
Value of total assets at end of year2015-12-31$6,192,818
Value of total assets at beginning of year2015-12-31$6,724,052
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$7,568
Total interest from all sources2015-12-31$10,311
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$500,000
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$447,437
Participant contributions at end of year2015-12-31$85,019
Participant contributions at beginning of year2015-12-31$100,626
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$65,205
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-531,234
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,192,818
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$6,724,052
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$5,861,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,333,678
Interest on participant loans2015-12-31$3,539
Interest earned on other investments2015-12-31$6,772
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$246,288
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$289,748
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-114,686
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$117,770
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,028,943
Contract administrator fees2015-12-31$7,568
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 name2015-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2015-12-31470574775
2014 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$995,935
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,169,622
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,096,086
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$573,714
Value of total assets at end of year2014-12-31$6,724,052
Value of total assets at beginning of year2014-12-31$6,897,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$73,536
Total interest from all sources2014-12-31$11,499
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$500,000
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$425,362
Participant contributions at end of year2014-12-31$100,626
Participant contributions at beginning of year2014-12-31$73,898
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$13,080
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$29,779
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$12,471
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-173,687
Value of net assets at end of year (total assets less liabilities)2014-12-31$6,724,052
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$6,897,739
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
Investment advisory and management fees2014-12-31$63,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,333,678
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,420,238
Interest on participant loans2014-12-31$3,305
Interest earned on other investments2014-12-31$8,194
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$289,748
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$373,250
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$9,265
Net investment gain/loss from pooled separate accounts2014-12-31$401,457
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$118,573
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$4,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,096,086
Contract administrator fees2014-12-31$9,922
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 name2014-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2014-12-31470574775
2013 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$1,731,583
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$629,692
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$536,768
Expenses. Certain deemed distributions of participant loans2013-12-31$23,184
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$693,546
Value of total assets at end of year2013-12-31$6,897,739
Value of total assets at beginning of year2013-12-31$5,795,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$69,740
Total interest from all sources2013-12-31$13,983
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$500,000
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$503,342
Participant contributions at end of year2013-12-31$73,898
Participant contributions at beginning of year2013-12-31$44,250
Participant contributions at end of year2013-12-31$13,080
Participant contributions at beginning of year2013-12-31$838
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$2,436
Total non interest bearing cash at end of year2013-12-31$12,471
Total non interest bearing cash at beginning of year2013-12-31$0
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$1,101,891
Value of net assets at end of year (total assets less liabilities)2013-12-31$6,897,739
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,795,848
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
Investment advisory and management fees2013-12-31$61,348
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,420,238
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,286,784
Interest on participant loans2013-12-31$2,923
Interest earned on other investments2013-12-31$11,060
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$373,250
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$463,236
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$37,218
Net investment gain/loss from pooled separate accounts2013-12-31$986,836
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$187,768
Employer contributions (assets) at end of year2013-12-31$4,802
Employer contributions (assets) at beginning of year2013-12-31$740
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$536,768
Contract administrator fees2013-12-31$8,392
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 name2013-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2013-12-31470574775
2012 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$1,314,154
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$263,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$165,697
Expenses. Certain deemed distributions of participant loans2012-12-31$4,211
Value of total corrective distributions2012-12-31$7,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$708,308
Value of total assets at end of year2012-12-31$5,795,848
Value of total assets at beginning of year2012-12-31$4,745,020
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$85,791
Total interest from all sources2012-12-31$1,901
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$500,000
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$470,455
Participant contributions at end of year2012-12-31$44,250
Participant contributions at beginning of year2012-12-31$42,235
Participant contributions at end of year2012-12-31$838
Participant contributions at beginning of year2012-12-31$14,164
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,968
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$1,050,828
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,795,848
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,745,020
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
Investment advisory and management fees2012-12-31$80,282
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$163,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$153,823
Value of interest in pooled separate accounts at end of year2012-12-31$5,122,816
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,005,052
Interest on participant loans2012-12-31$1,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$463,236
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$521,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$36,029
Net investment gain/loss from pooled separate accounts2012-12-31$567,916
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$235,885
Employer contributions (assets) at end of year2012-12-31$740
Employer contributions (assets) at beginning of year2012-12-31$7,978
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$165,697
Contract administrator fees2012-12-31$5,509
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2012-12-31470574775
2011 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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$709,034
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$418,536
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$284,666
Expenses. Certain deemed distributions of participant loans2011-12-31$25,446
Value of total corrective distributions2011-12-31$43,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$674,917
Value of total assets at end of year2011-12-31$4,745,020
Value of total assets at beginning of year2011-12-31$4,454,522
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$64,834
Total interest from all sources2011-12-31$1,694
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
Assets. Real estate other than employer real property at beginning of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$100,000
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$433,986
Participant contributions at end of year2011-12-31$42,235
Participant contributions at beginning of year2011-12-31$50,551
Participant contributions at end of year2011-12-31$14,164
Participant contributions at beginning of year2011-12-31$13,501
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$515
Assets. Loans (other than to participants) at beginning of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$0
Liabilities. Value of operating payables at beginning of year2011-12-31$0
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$290,498
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,745,020
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,454,522
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
Assets. partnership/joint venture interests at beginning of year2011-12-31$0
Investment advisory and management fees2011-12-31$59,007
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,158,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,632,456
Value of interest in pooled separate accounts at beginning of year2011-12-31$0
Interest on participant loans2011-12-31$1,694
Value of interest in master investment trust accounts at beginning of year2011-12-31$0
Value of interest in common/collective trusts at beginning of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$521,768
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$751,672
Asset value of US Government securities at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$32,423
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 contributions2011-12-31Yes
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at beginning of year2011-12-31$0
Assets. Value of employer real property at beginning of year2011-12-31$0
Contributions received in cash from employer2011-12-31$240,931
Employer contributions (assets) at end of year2011-12-31$7,978
Employer contributions (assets) at beginning of year2011-12-31$5,827
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$284,666
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$0
Contract administrator fees2011-12-31$5,827
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$0
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
Liabilities. Value of acquisition indebtedness at beginning of year2011-12-31$0
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 name2011-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2011-12-31470574775
2010 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of real estate assets2010-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$0
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
Expenses. Interest paid2010-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022010-12-31$0
Total income from all sources (including contributions)2010-12-31$1,215,212
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$107,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$76,535
Expenses. Certain deemed distributions of participant loans2010-12-31$23,103
Value of total corrective distributions2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$826,823
Value of total assets at end of year2010-12-31$4,454,522
Value of total assets at beginning of year2010-12-31$3,347,104
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,156
Total income from rents2010-12-31$0
Total interest from all sources2010-12-31$1,528
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
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$0
Assets. Real estate other than employer real property at end of year2010-12-31$0
Administrative expenses professional fees incurred2010-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$100,000
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$378,214
Participant contributions at end of year2010-12-31$50,551
Participant contributions at beginning of year2010-12-31$36,406
Participant contributions at end of year2010-12-31$13,501
Participant contributions at beginning of year2010-12-31$0
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$212,944
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$515
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$0
Assets. Loans (other than to participants) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Administrative expenses (other) incurred2010-12-31$0
Liabilities. Value of operating payables at end of year2010-12-31$0
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
Income. Non cash contributions2010-12-31$0
Value of net income/loss2010-12-31$1,107,418
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,454,522
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,347,104
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
Assets. partnership/joint venture interests at end of year2010-12-31$0
Investment advisory and management fees2010-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,632,456
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,467,491
Value of interest in pooled separate accounts at end of year2010-12-31$0
Interest on participant loans2010-12-31$1,528
Income. Interest from loans (other than to participants)2010-12-31$0
Interest earned on other investments2010-12-31$0
Income. Interest from US Government securities2010-12-31$0
Income. Interest from corporate debt instruments2010-12-31$0
Value of interest in master investment trust accounts at end of year2010-12-31$0
Value of interest in common/collective trusts at end of year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$751,672
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$843,207
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$0
Asset value of US Government securities at end of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$386,861
Net investment gain/loss from pooled separate accounts2010-12-31$0
Net investment gain or loss from common/collective trusts2010-12-31$0
Net gain/loss from 103.12 investment entities2010-12-31$0
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
Assets. Invements in employer securities at end of year2010-12-31$0
Assets. Value of employer real property at end of year2010-12-31$0
Contributions received in cash from employer2010-12-31$235,665
Employer contributions (assets) at end of year2010-12-31$5,827
Employer contributions (assets) at beginning of year2010-12-31$0
Income. Dividends from preferred stock2010-12-31$0
Income. Dividends from common stock2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$76,535
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$0
Contract administrator fees2010-12-31$8,156
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$0
Liabilities. Value of benefit claims payable at end of year2010-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2010-12-31$0
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
Aggregate proceeds on sale of assets2010-12-31$0
Aggregate carrying amount (costs) on sale of assets2010-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2010-12-31$0
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 name2010-12-31FRANKEL ZACHARIA, LLC
Accountancy firm EIN2010-12-31470574775
2009 : GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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 GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN

2022: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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 funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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 funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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 funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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 funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT 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 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 funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT 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 funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT 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 funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT 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 funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT 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 funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT 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 funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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
2012-01-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2011-01-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES, INC. OMAHA RETIREMENT PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664T4T
Policy instance 1
Insurance contract or identification number664T4T
Number of Individuals Covered309
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered56
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered56
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $21
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 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 $21
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered57
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $19
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 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 $19
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered66
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $19
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 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 $19
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered69
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $18
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 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 $18
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameTIMOTHY B BRIGGS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered78
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $24
Total amount of fees paid to insurance companyUSD $0
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 $24
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerCOMMISSION
Insurance broker organization code?3
Insurance broker nameTIMOTHY B BRIGGS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered96
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $38
Total amount of fees paid to insurance companyUSD $0
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 $38
Insurance broker organization code?3
Insurance broker nameTIMOTHY B BRIGGS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered112
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $76
Total amount of fees paid to insurance companyUSD $0
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 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
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 $76
Insurance broker organization code?3
Insurance broker nameTIMOTHY B BRIGGS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered112
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $76
Total amount of fees paid to insurance companyUSD $0
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 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
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 $76
Insurance broker organization code?3
Insurance broker nameTIMOTHY B BRIGGS
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered121
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $45
Total amount of fees paid to insurance companyUSD $0
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 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
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number43128
Policy instance 1
Insurance contract or identification number43128
Number of Individuals Covered129
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $3,623
Total amount of fees paid to insurance companyUSD $0
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 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
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

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