401k Plan data: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN plan

GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN
Plan identification number	001

GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
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.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF NORTH GA has sponsored the creation of one or more 401k plans.

Company Name: GOODWILL INDUSTRIES OF NORTH GA

Employer identification number (EIN): 580566193

NAIC Classification: 624100
NAIC Description: Individual and Family Services

Additional information about GOODWILL INDUSTRIES OF NORTH GA

Jurisdiction of Incorporation: Georgia Department of States Corporations Division

Incorporation Date:

Company Identification Number: 465710

More information about GOODWILL INDUSTRIES OF NORTH GA

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2015-01-01 PAUL A JORDAN
001 2014-01-01 PAUL A JORDAN
001 2013-01-01 PAUL A JORDAN
001 2012-01-01 PAUL JORDAN PAUL JORDAN 2013-10-15
001 2011-01-01 PAUL JORDAN PAUL JORDAN 2012-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
001	2015-01-01	PAUL A JORDAN
001	2014-01-01	PAUL A JORDAN
001	2013-01-01	PAUL A JORDAN
001	2012-01-01	PAUL JORDAN	PAUL JORDAN	2013-10-15
001	2011-01-01	PAUL JORDAN	PAUL JORDAN	2012-10-15

Plan Statistics for GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN

Measure Date Value
2015: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 2,854
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,599
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 482
Total of all active and inactive participants 2015-01-01 3,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 3,085
Number of participants with account balances 2015-01-01 1,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 2,592
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,600
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 250
Total of all active and inactive participants 2014-01-01 2,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 4
Total participants 2014-01-01 2,854
Number of participants with account balances 2014-01-01 1,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 2,637
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,365
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 222
Total of all active and inactive participants 2013-01-01 2,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 2,588
Number of participants with account balances 2013-01-01 1,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,558
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,469
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 165
Total of all active and inactive participants 2012-01-01 2,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 2,635
Number of participants with account balances 2012-01-01 1,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,212
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,220
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 338
Total of all active and inactive participants 2011-01-01 2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 2,558
Number of participants with account balances 2011-01-01 1,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0

Measure	Date	Value
2015: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	2,854
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,599
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	482
Total of all active and inactive participants	2015-01-01	3,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	3,085
Number of participants with account balances	2015-01-01	1,443
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	2,592
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,600
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	250
Total of all active and inactive participants	2014-01-01	2,850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	4
Total participants	2014-01-01	2,854
Number of participants with account balances	2014-01-01	1,612
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	2,637
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,365
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	222
Total of all active and inactive participants	2013-01-01	2,588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	2,588
Number of participants with account balances	2013-01-01	1,626
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,558
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,469
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	165
Total of all active and inactive participants	2012-01-01	2,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	2,635
Number of participants with account balances	2012-01-01	1,444
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,212
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,220
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	338
Total of all active and inactive participants	2011-01-01	2,558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	2,558
Number of participants with account balances	2011-01-01	1,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0

Financial Data on GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2015 : GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$2,092,314
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$1,352,230
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$1,301,359
Expenses. Certain deemed distributions of participant loans	2015-12-31	$15,827
Value of total corrective distributions	2015-12-31	$13,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$1,984,131
Value of total assets at end of year	2015-12-31	$12,674,745
Value of total assets at beginning of year	2015-12-31	$11,934,661
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$21,960
Total interest from all sources	2015-12-31	$109,324
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$332,548
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$332,548
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$1,164,772
Participant contributions at end of year	2015-12-31	$516,968
Participant contributions at beginning of year	2015-12-31	$330,229
Participant contributions at end of year	2015-12-31	$0
Participant contributions at beginning of year	2015-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$14,367
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$740,084
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$12,674,745
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$11,934,661
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$8,136,608
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$7,883,034
Interest on participant loans	2015-12-31	$14,571
Interest earned on other investments	2015-12-31	$94,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$4,021,169
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$3,721,398
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-333,689
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$804,992
Employer contributions (assets) at end of year	2015-12-31	$0
Employer contributions (assets) at beginning of year	2015-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$1,301,359
Contract administrator fees	2015-12-31	$21,960
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WARREN AVERETT, LLC
Accountancy firm EIN	2015-12-31	454084397
2014 : GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$2,415,169
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$1,067,590
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,014,978
Expenses. Certain deemed distributions of participant loans	2014-12-31	$25,202
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$1,812,205
Value of total assets at end of year	2014-12-31	$11,934,661
Value of total assets at beginning of year	2014-12-31	$10,587,082
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$27,410
Total interest from all sources	2014-12-31	$101,707
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 year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,093,747
Participant contributions at end of year	2014-12-31	$330,229
Participant contributions at beginning of year	2014-12-31	$333,286
Participant contributions at end of year	2014-12-31	$0
Participant contributions at beginning of year	2014-12-31	$77,925
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$696
Other income not declared elsewhere	2014-12-31	$426,577
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$1,347,579
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$11,934,661
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$10,587,082
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$7,883,034
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$6,823,611
Interest on participant loans	2014-12-31	$10,636
Interest earned on other investments	2014-12-31	$91,071
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$3,721,398
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$3,326,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$74,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$717,762
Employer contributions (assets) at end of year	2014-12-31	$0
Employer contributions (assets) at beginning of year	2014-12-31	$26,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,014,978
Contract administrator fees	2014-12-31	$27,410
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2014-12-31	366055558
2013 : GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$2,985,128
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$876,694
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$798,252
Expenses. Certain deemed distributions of participant loans	2013-12-31	$18,336
Value of total corrective distributions	2013-12-31	$848
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$1,887,195
Value of total assets at end of year	2013-12-31	$10,587,082
Value of total assets at beginning of year	2013-12-31	$8,478,648
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$59,258
Total interest from all sources	2013-12-31	$89,374
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$176,284
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$176,284
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,153,936
Participant contributions at end of year	2013-12-31	$333,286
Participant contributions at beginning of year	2013-12-31	$223,753
Participant contributions at end of year	2013-12-31	$77,925
Participant contributions at beginning of year	2013-12-31	$55,739
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$975
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$2,108,434
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$10,587,082
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$8,478,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$6,823,611
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$5,266,670
Interest on participant loans	2013-12-31	$4,749
Interest earned on other investments	2013-12-31	$84,625
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$3,326,092
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$2,906,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$832,275
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$732,284
Employer contributions (assets) at end of year	2013-12-31	$26,168
Employer contributions (assets) at beginning of year	2013-12-31	$26,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$798,252
Contract administrator fees	2013-12-31	$59,258
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2013-12-31	366055558
2012 : GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$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	$2,546,015
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$633,351
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$585,535
Expenses. Certain deemed distributions of participant loans	2012-12-31	$1,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,948,044
Value of total assets at end of year	2012-12-31	$8,478,648
Value of total assets at beginning of year	2012-12-31	$6,565,984
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$46,743
Total interest from all sources	2012-12-31	$83,759
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$90,354
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$90,354
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,086,020
Participant contributions at end of year	2012-12-31	$223,753
Participant contributions at beginning of year	2012-12-31	$83,053
Participant contributions at end of year	2012-12-31	$55,739
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$39,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$1,912,664
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$8,478,648
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,565,984
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$5,266,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$4,093,459
Interest on participant loans	2012-12-31	$5,577
Interest earned on other investments	2012-12-31	$78,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$2,906,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$2,389,472
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$423,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$822,340
Employer contributions (assets) at end of year	2012-12-31	$26,111
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$585,535
Contract administrator fees	2012-12-31	$46,743
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	GRANT THORNTON, LLP
Accountancy firm EIN	2012-12-31	366055558
2011 : GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,689,347
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$394,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$363,241
Expenses. Certain deemed distributions of participant loans	2011-12-31	$26,886
Value of total corrective distributions	2011-12-31	$3,247
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$1,628,844
Value of total assets at end of year	2011-12-31	$6,565,984
Value of total assets at beginning of year	2011-12-31	$5,271,247
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,236
Total interest from all sources	2011-12-31	$78,472
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 year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$981,604
Participant contributions at end of year	2011-12-31	$83,053
Participant contributions at beginning of year	2011-12-31	$98,489
Participant contributions at beginning of year	2011-12-31	$44,351
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Income. Non cash contributions	2011-12-31	$338
Value of net income/loss	2011-12-31	$1,294,737
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,565,984
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$5,271,247
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$4,093,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,115,147
Interest on participant loans	2011-12-31	$2,436
Interest earned on other investments	2011-12-31	$76,036
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$2,389,472
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$1,992,894
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-17,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$646,902
Employer contributions (assets) at beginning of year	2011-12-31	$20,366
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$363,241
Contract administrator fees	2011-12-31	$1,236
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	GRANT THORNTON,LLP
Accountancy firm EIN	2011-12-31	366055558

Form 5500 Responses for GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN

2015: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GOODWILL INDUSTRIES OF NORTH GEORGIA, INC TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP00372

Policy instance

Insurance contract or identification number	GP00372
Number of Individuals Covered	292
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893367-007

Policy instance

Insurance contract or identification number	893367-007
Number of Individuals Covered	932
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $2,344
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,793
Insurance broker organization code?	4
Insurance broker name	JHW FINANCIAL

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP00372

Policy instance

Insurance contract or identification number	GP00372
Number of Individuals Covered	318
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893367-007

Policy instance

Insurance contract or identification number	893367-007
Number of Individuals Covered	1055
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $1,932
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,932
Insurance broker organization code?	4
Insurance broker name	FINANCIAL TELESIS INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP00372

Policy instance

Insurance contract or identification number	GP00372
Number of Individuals Covered	348
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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
Insurance broker organization code?	4
Insurance broker name	ROYAL ALLIANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893367-007

Policy instance

Insurance contract or identification number	893367-007
Number of Individuals Covered	990
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,555
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,555
Insurance broker organization code?	4
Insurance broker name	FINANCIAL TELESIS INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP00372

Policy instance

Insurance contract or identification number	GP00372
Number of Individuals Covered	395
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $39,203
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $37,481
Insurance broker organization code?	4
Insurance broker name	ROYAL ALLIANCE

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

893367-007

Policy instance

Insurance contract or identification number	893367-007
Number of Individuals Covered	736
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $1,303
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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 Broker	USD $1,303
Insurance broker organization code?	4
Insurance broker name	FINANCIAL TELESIS INC

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

GP00372

Policy instance

Insurance contract or identification number	GP00372
Number of Individuals Covered	1180
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $39,203
Total amount of fees paid to insurance company	USD $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 plan	No
Contracts With Unallocated Funds Deposit Administration	0
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 Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
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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Company Name:	GOODWILL INDUSTRIES OF NORTH GA
Employer identification number (EIN):	580566193
NAIC Classification:	624100
NAIC Description:	Individual and Family Services

Jurisdiction of Incorporation:	Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number:	465710