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GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT
Plan identification number 001

GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • 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 MIDDLE TENNESSEE, INC. has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF MIDDLE TENNESSEE, INC.
Employer identification number (EIN):620599413
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT

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
0012018-01-01MATTHEW BOURLAKAS2019-10-14
0012017-01-01RALPH C. FORSYTHE
0012016-01-01MARY LA HAIE
0012015-01-01MARY LA HAIE
0012014-01-01
0012013-01-01MATTHEW BOURLAKAS
0012012-01-01DAVID LIFSEY
0012011-01-01DAVID LIFSEY
0012009-01-01DAVID LIFSEY

Plan Statistics for GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT

401k plan membership statisitcs for GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT

Measure Date Value
2022: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2022 401k membership
Total participants, beginning-of-year2022-01-011,464
Total number of active participants reported on line 7a of the Form 55002022-01-011,077
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01118
Total of all active and inactive participants2022-01-011,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-011,195
Number of participants with account balances2022-01-01502
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2021 401k membership
Total participants, beginning-of-year2021-01-011,280
Total number of active participants reported on line 7a of the Form 55002021-01-011,349
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01112
Total of all active and inactive participants2021-01-011,461
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-011,461
Number of participants with account balances2021-01-01540
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2020 401k membership
Total participants, beginning-of-year2020-01-011,810
Total number of active participants reported on line 7a of the Form 55002020-01-011,138
Number of retired or separated participants receiving benefits2020-01-0136
Number of other retired or separated participants entitled to future benefits2020-01-01106
Total of all active and inactive participants2020-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,280
Number of participants with account balances2020-01-01613
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0191
2019: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2019 401k membership
Total participants, beginning-of-year2019-01-012,093
Total number of active participants reported on line 7a of the Form 55002019-01-011,161
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01430
Total of all active and inactive participants2019-01-011,591
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,591
Number of participants with account balances2019-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01249
2018: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2018 401k membership
Total participants, beginning-of-year2018-01-012,788
Total number of active participants reported on line 7a of the Form 55002018-01-011,480
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01601
Total of all active and inactive participants2018-01-012,081
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0112
Total participants2018-01-012,093
Number of participants with account balances2018-01-011,435
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01110
2017: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2017 401k membership
Total participants, beginning-of-year2017-01-012,486
Total number of active participants reported on line 7a of the Form 55002017-01-011,776
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-011,000
Total of all active and inactive participants2017-01-012,776
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0112
Total participants2017-01-012,788
Number of participants with account balances2017-01-011,641
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2016 401k membership
Total participants, beginning-of-year2016-01-012,441
Total number of active participants reported on line 7a of the Form 55002016-01-011,894
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01578
Total of all active and inactive participants2016-01-012,472
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0112
Total participants2016-01-012,484
Number of participants with account balances2016-01-011,094
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2015 401k membership
Total participants, beginning-of-year2015-01-012,311
Total number of active participants reported on line 7a of the Form 55002015-01-012,190
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01422
Total of all active and inactive participants2015-01-012,612
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,612
Number of participants with account balances2015-01-01870
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2014 401k membership
Total participants, beginning-of-year2014-01-012,075
Total number of active participants reported on line 7a of the Form 55002014-01-012,013
Number of other retired or separated participants entitled to future benefits2014-01-01298
Total of all active and inactive participants2014-01-012,311
Total participants2014-01-012,311
2013: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2013 401k membership
Total participants, beginning-of-year2013-01-011,883
Total number of active participants reported on line 7a of the Form 55002013-01-012,075
Total of all active and inactive participants2013-01-012,075
Total participants2013-01-012,075
Number of participants with account balances2013-01-01608
2012: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2012 401k membership
Total participants, beginning-of-year2012-01-011,539
Total number of active participants reported on line 7a of the Form 55002012-01-011,883
Total of all active and inactive participants2012-01-011,883
Total participants2012-01-011,883
Number of participants with account balances2012-01-01592
2011: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2011 401k membership
Total participants, beginning-of-year2011-01-011,330
Total number of active participants reported on line 7a of the Form 55002011-01-011,539
Total of all active and inactive participants2011-01-011,539
Total participants2011-01-011,539
Number of participants with account balances2011-01-01539
2009: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2009 401k membership
Total participants, beginning-of-year2009-01-011,145
Total number of active participants reported on line 7a of the Form 55002009-01-011,179
Total of all active and inactive participants2009-01-011,179
Total participants2009-01-011,179
Number of participants with account balances2009-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT

Measure Date Value
2022 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$153,881
Total unrealized appreciation/depreciation of assets2022-12-31$153,881
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$188,305
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,049,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$994,852
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,159,050
Value of total assets at end of year2022-12-31$6,146,438
Value of total assets at beginning of year2022-12-31$7,007,416
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,431
Total interest from all sources2022-12-31$1,508
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$121,559
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$121,559
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$759,251
Participant contributions at end of year2022-12-31$30,627
Participant contributions at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$149,815
Other income not declared elsewhere2022-12-31$44,301
Administrative expenses (other) incurred2022-12-31$10,371
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-860,978
Value of net assets at end of year (total assets less liabilities)2022-12-31$6,146,438
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,007,416
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$6,070,473
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$6,974,728
Interest earned on other investments2022-12-31$59
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$1,754
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,449
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$32,266
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$32,688
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,291,994
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$249,984
Employer contributions (assets) at end of year2022-12-31$11,318
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$994,852
Contract administrator fees2022-12-31$44,060
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 name2022-12-31BLANKENSHIP CPA GROUP PLLC
Accountancy firm EIN2022-12-31450491842
2021 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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$1,537,420
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$665,117
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$641,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$838,277
Value of total assets at end of year2021-12-31$7,007,416
Value of total assets at beginning of year2021-12-31$6,135,113
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,463
Total interest from all sources2021-12-31$99,302
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 period2021-12-31Yes
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$608,718
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$16,682
Other income not declared elsewhere2021-12-31$-326,384
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$872,303
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,007,416
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$6,135,113
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$6,974,728
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$0
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$6,034,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$100,391
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$100,391
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$99,302
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$32,688
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$926,225
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$212,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$641,654
Contract administrator fees2021-12-31$23,463
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
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 name2021-12-31LBMC, PC
Accountancy firm EIN2021-12-31621199757
2020 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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$1,330,799
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,885,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,862,107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$622,740
Value of total assets at end of year2020-12-31$6,135,113
Value of total assets at beginning of year2020-12-31$6,689,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$23,374
Total interest from all sources2020-12-31$13,209
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$500,045
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,872
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-554,682
Value of net assets at end of year (total assets less liabilities)2020-12-31$6,135,113
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,689,795
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$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$6,632,126
Value of interest in pooled separate accounts at end of year2020-12-31$6,034,722
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$6,096
Interest earned on other investments2020-12-31$7,113
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$100,391
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$57,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$57,669
Net investment gain/loss from pooled separate accounts2020-12-31$694,850
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$117,823
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,862,107
Contract administrator fees2020-12-31$23,374
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31LBMC, PC
Accountancy firm EIN2020-12-31621199757
2019 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,867,476
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$1,651,773
Total of all expenses incurred2019-12-31$1,651,773
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,608,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,608,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$729,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$729,607
Value of total assets at end of year2019-12-31$6,689,795
Value of total assets at end of year2019-12-31$6,689,795
Value of total assets at beginning of year2019-12-31$6,474,092
Value of total assets at beginning of year2019-12-31$6,474,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,286
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,286
Total interest from all sources2019-12-31$17,120
Total interest from all sources2019-12-31$17,120
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
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
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
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$562,157
Contributions received from participants2019-12-31$562,157
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$329
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$329
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$384,693
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$384,693
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$215,703
Value of net income/loss2019-12-31$215,703
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,689,795
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,689,795
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$6,474,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,632,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$6,632,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,415,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,415,850
Interest earned on other investments2019-12-31$17,120
Interest earned on other investments2019-12-31$17,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$57,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$57,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$58,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$58,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$58,242
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$58,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,120,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,120,749
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$167,121
Contributions received in cash from employer2019-12-31$167,121
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,223,794
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,223,794
Contract administrator fees2019-12-31$43,286
Contract administrator fees2019-12-31$43,286
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31LBMC, PC
Accountancy firm EIN2019-12-31621199757
Accountancy firm EIN2019-12-31621199757
2018 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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$447,631
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$898,250
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$858,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$835,486
Value of total assets at end of year2018-12-31$6,474,092
Value of total assets at beginning of year2018-12-31$6,924,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$39,959
Total interest from all sources2018-12-31$18,366
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
Administrative expenses professional fees incurred2018-12-31$39,959
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$630,902
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-450,619
Value of net assets at end of year (total assets less liabilities)2018-12-31$6,474,092
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$6,924,711
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$6,415,850
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$6,887,389
Interest earned on other investments2018-12-31$18,366
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$58,242
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$37,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$37,322
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-406,221
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$204,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$858,291
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 name2018-12-31LBMC, PC
Accountancy firm EIN2018-12-31621199757
2017 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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$1,703,365
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,508,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,482,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$857,064
Value of total assets at end of year2017-12-31$6,924,711
Value of total assets at beginning of year2017-12-31$6,730,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$26,032
Total interest from all sources2017-12-31$24,033
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
Administrative expenses professional fees incurred2017-12-31$22,196
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$576,609
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$78,075
Other income not declared elsewhere2017-12-31$14,184
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$194,647
Value of net assets at end of year (total assets less liabilities)2017-12-31$6,924,711
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$6,730,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$6,887,389
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$6,683,623
Interest earned on other investments2017-12-31$23,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$37,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$46,441
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$46,441
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$542
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$808,084
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 contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$202,380
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,482,686
Contract administrator fees2017-12-31$3,836
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 name2017-12-31LBMC, PC
Accountancy firm EIN2017-12-31621199757
2016 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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$1,523,780
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,750,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,659,415
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,067,684
Value of total assets at end of year2016-12-31$6,730,064
Value of total assets at beginning of year2016-12-31$6,956,511
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$90,812
Total interest from all sources2016-12-31$34,593
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1
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 period2016-12-31Yes
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$617,523
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$68,120
Other income not declared elsewhere2016-12-31$95,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-226,447
Value of net assets at end of year (total assets less liabilities)2016-12-31$6,730,064
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$6,956,511
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$6,683,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$5,077,075
Interest earned on other investments2016-12-31$34,593
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$46,441
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$191,416
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$191,416
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,688,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$325,799
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 contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$382,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,659,415
Contract administrator fees2016-12-31$90,812
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31Yes
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 name2016-12-31LBMC, PC
Accountancy firm EIN2016-12-31621199757
2015 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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$936,520
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,310,052
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,292,698
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$966,241
Value of total assets at end of year2015-12-31$6,956,511
Value of total assets at beginning of year2015-12-31$7,330,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,354
Total interest from all sources2015-12-31$54,972
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$607,195
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$1,222
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-373,532
Value of net assets at end of year (total assets less liabilities)2015-12-31$6,956,511
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$7,330,043
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$5,077,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$5,211,584
Interest earned on other investments2015-12-31$54,972
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$191,416
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$107,420
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$107,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,688,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,011,039
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-84,693
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$359,046
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,291,476
Contract administrator fees2015-12-31$17,354
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 name2015-12-31LBMC, PC
Accountancy firm EIN2015-12-31621199757
2014 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$1,255,765
Total of all expenses incurred2014-12-31$1,424,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,407,977
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$960,113
Value of total assets at end of year2014-12-31$7,330,043
Value of total assets at beginning of year2014-12-31$7,498,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,084
Total interest from all sources2014-12-31$56,046
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$29,708
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$29,708
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$601,546
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$100,927
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$4,858
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-168,296
Value of net assets at end of year (total assets less liabilities)2014-12-31$7,330,043
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,498,339
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$5,211,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$5,597,392
Interest earned on other investments2014-12-31$56,046
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$107,420
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,011,039
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,800,020
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$209,898
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$353,709
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,407,977
Contract administrator fees2014-12-31$16,084
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 name2014-12-31LBMC, PC
Accountancy firm EIN2014-12-31621199757
2013 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,025,010
Total of all expenses incurred2013-12-31$255,932
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$227,609
Expenses. Certain deemed distributions of participant loans2013-12-31$15,190
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$994,666
Value of total assets at end of year2013-12-31$7,498,339
Value of total assets at beginning of year2013-12-31$5,729,261
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,133
Total interest from all sources2013-12-31$44,333
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$45,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$45,509
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$575,260
Participant contributions at end of year2013-12-31$100,927
Participant contributions at beginning of year2013-12-31$129,569
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$93,320
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$1,769,078
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,498,339
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,729,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$5,597,392
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$4,189,621
Interest on participant loans2013-12-31$3,492
Interest earned on other investments2013-12-31$40,841
Value of interest in common/collective trusts at end of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,800,020
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,410,071
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$940,502
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$326,086
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$227,609
Contract administrator fees2013-12-31$13,133
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 name2013-12-31FRASIER, DEAN & HOWARD PLLC
Accountancy firm EIN2013-12-31621073578
2012 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$1,340,552
Total of all expenses incurred2012-12-31$411,198
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$390,766
Expenses. Certain deemed distributions of participant loans2012-12-31$8,531
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$797,787
Value of total assets at end of year2012-12-31$5,729,261
Value of total assets at beginning of year2012-12-31$4,799,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$11,901
Total interest from all sources2012-12-31$40,092
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$24,528
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$24,528
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$503,540
Participant contributions at end of year2012-12-31$129,569
Participant contributions at beginning of year2012-12-31$95,675
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,005
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$929,354
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,729,261
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,799,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$4,189,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$3,438,531
Interest on participant loans2012-12-31$3,221
Interest earned on other investments2012-12-31$36,871
Value of interest in common/collective trusts at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$4
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,410,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,265,697
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$478,145
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$293,242
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$390,766
Contract administrator fees2012-12-31$11,901
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 name2012-12-31FRASIER, DEAN & HOWARD PLLC
Accountancy firm EIN2012-12-31621073578
2011 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$719,071
Total of all expenses incurred2011-12-31$337,824
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$291,238
Expenses. Certain deemed distributions of participant loans2011-12-31$23,909
Value of total corrective distributions2011-12-31$12,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$784,807
Value of total assets at end of year2011-12-31$4,799,907
Value of total assets at beginning of year2011-12-31$4,418,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$10,311
Total interest from all sources2011-12-31$41,759
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$15,439
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$15,439
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$504,848
Participant contributions at end of year2011-12-31$95,675
Participant contributions at beginning of year2011-12-31$107,748
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$498
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$381,247
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,799,907
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$4,418,660
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$3,438,531
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,171,924
Interest on participant loans2011-12-31$3,929
Interest earned on other investments2011-12-31$37,830
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$4
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,364
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,265,697
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$1,137,624
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-122,934
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$279,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$291,238
Contract administrator fees2011-12-31$10,311
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31FRASIER, DEAN & HOWARD PLLC
Accountancy firm EIN2011-12-31621073578
2010 : GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$1,028,599
Total of all expenses incurred2010-12-31$174,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$157,635
Expenses. Certain deemed distributions of participant loans2010-12-31$2,709
Value of total corrective distributions2010-12-31$5,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$611,152
Value of total assets at end of year2010-12-31$4,418,660
Value of total assets at beginning of year2010-12-31$3,564,271
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$8,453
Total interest from all sources2010-12-31$34,832
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$12,548
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$12,548
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$382,837
Participant contributions at end of year2010-12-31$107,748
Participant contributions at beginning of year2010-12-31$38,038
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$14,280
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$854,389
Value of net assets at end of year (total assets less liabilities)2010-12-31$4,418,660
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$3,564,271
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,171,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,612,424
Interest on participant loans2010-12-31$2,554
Interest earned on other investments2010-12-31$32,278
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,364
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$1,137,624
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$913,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$52,351
Net investment gain/loss from pooled separate accounts2010-12-31$317,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$214,035
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$157,635
Contract administrator fees2010-12-31$8,453
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31FRASIER, DEAN & HOWARD PLLC
Accountancy firm EIN2010-12-31621073578

Form 5500 Responses for GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT

2022: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 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 OF MIDDLE TENNESSEE RETIREMENT 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 OF MIDDLE TENNESSEE RETIREMENT 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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 OF MIDDLE TENNESSEE RETIREMENT 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
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 OF MIDDLE TENNESSEE RETIREMENT 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
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

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 2
Insurance contract or identification number613953
Number of Individuals Covered1195
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $15
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?Yes
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
Other information about contractCUSTODIAL GUARANTEED INTEREST CONTRACT
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees15
Additional information about fees paid to insurance brokerREFERRAL SERVICE FEE
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered7
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 3
Insurance contract or identification number613953
Number of Individuals Covered1217
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 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76421
Policy instance 2
Insurance contract or identification numberG76421
Number of Individuals Covered0
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 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 number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered8
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $119
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 $77
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered68
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $270
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 $173
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76421
Policy instance 2
Insurance contract or identification numberG76421
Number of Individuals Covered559
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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 number65656
Policy instance 3
Insurance contract or identification number65656
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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
Insurance broker organization code?3
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered431
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $309
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 $161
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76421
Policy instance 2
Insurance contract or identification numberG76421
Number of Individuals Covered572
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76421
Policy instance 2
Insurance contract or identification numberG76421
Number of Individuals Covered1087
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered448
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $357
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 $158
Insurance broker organization code?3
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG76421
Policy instance 2
Insurance contract or identification numberG76421
Number of Individuals Covered1167
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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 number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered474
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $421
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 $196
Insurance broker organization code?3
Insurance broker nameJOSHUA L HUNLEY
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered870
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $9,695
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 $2,824
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER T TALBOT
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered649
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $9,659
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,188
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER TALBOT
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered595
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $10,496
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,389
Insurance broker organization code?3
Insurance broker nameCHRISTOPHER TALBOT
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered539
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $8,643
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11
Insurance broker organization code?3
Insurance broker nameGEORGE L SWATZELL
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered532
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $14,695
Contracts With Unallocated Funds Deposit Administration1
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 number46719
Policy instance 1
Insurance contract or identification number46719
Number of Individuals Covered408
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $9,697
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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