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GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN
Plan identification number 001

GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF THE GULF COAST, INC.
Employer identification number (EIN):630363472
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01CINDY LARRY2023-10-10
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01CINDY LARRY
0012016-01-01CINDY LARRY
0012015-01-01CINDY LARRY
0012014-01-01CINDY LARRY
0012013-01-01JOHN MCCAIN
0012012-01-01JOHN N MCCAIN
0012011-01-01JOHN MCCAIN
0012009-01-01JOHN MCCAIN

Plan Statistics for GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01343
Total number of active participants reported on line 7a of the Form 55002022-01-01300
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0127
Total of all active and inactive participants2022-01-01327
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01328
Number of participants with account balances2022-01-01193
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01377
Total number of active participants reported on line 7a of the Form 55002021-01-01304
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01338
Number of participants with account balances2021-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01381
Total number of active participants reported on line 7a of the Form 55002020-01-01357
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01357
Number of participants with account balances2020-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-012
2019: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01395
Total number of active participants reported on line 7a of the Form 55002019-01-01346
Number of retired or separated participants receiving benefits2019-01-011
Number of other retired or separated participants entitled to future benefits2019-01-0134
Total of all active and inactive participants2019-01-01381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01381
Number of participants with account balances2019-01-01206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01401
Total number of active participants reported on line 7a of the Form 55002018-01-01364
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0125
Total of all active and inactive participants2018-01-01389
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01389
Number of participants with account balances2018-01-01184
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01543
Total number of active participants reported on line 7a of the Form 55002017-01-01391
Number of retired or separated participants receiving benefits2017-01-011
Number of other retired or separated participants entitled to future benefits2017-01-0113
Total of all active and inactive participants2017-01-01405
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01405
Number of participants with account balances2017-01-01178
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01679
Total number of active participants reported on line 7a of the Form 55002016-01-01578
Number of retired or separated participants receiving benefits2016-01-0129
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01607
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01607
Number of participants with account balances2016-01-01222
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01590
Total number of active participants reported on line 7a of the Form 55002015-01-01586
Number of other retired or separated participants entitled to future benefits2015-01-0167
Total of all active and inactive participants2015-01-01653
Total participants2015-01-01653
Number of participants with account balances2015-01-01176
2014: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01548
Total number of active participants reported on line 7a of the Form 55002014-01-01516
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0187
Total of all active and inactive participants2014-01-01603
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01603
Number of participants with account balances2014-01-01200
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01538
Total number of active participants reported on line 7a of the Form 55002013-01-01460
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0156
Total of all active and inactive participants2013-01-01516
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01516
Number of participants with account balances2013-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01505
Total number of active participants reported on line 7a of the Form 55002012-01-01461
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01504
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01504
Number of participants with account balances2012-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01501
Total number of active participants reported on line 7a of the Form 55002011-01-01431
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0143
Total of all active and inactive participants2011-01-01474
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01474
Number of participants with account balances2011-01-01135
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2009: GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01474
Total number of active participants reported on line 7a of the Form 55002009-01-01487
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0138
Total of all active and inactive participants2009-01-01525
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01525
Number of participants with account balances2009-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-014

Financial Data on GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$787
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$378
Total income from all sources (including contributions)2022-12-31$-19,835
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$282,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$247,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$547,526
Value of total assets at end of year2022-12-31$3,287,375
Value of total assets at beginning of year2022-12-31$3,589,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$35,246
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$298,751
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$284,108
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$325,398
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$62,190
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$787
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$378
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-302,467
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,286,588
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,589,055
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$6,906
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,003,267
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$3,264,035
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
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
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-567,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$186,585
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$247,386
Contract administrator fees2022-12-31$28,340
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 name2022-12-31SMITH, DUKES, & BUCKALEW, LLP
Accountancy firm EIN2022-12-31630191630
2021 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$378
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$763,737
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$445,174
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$409,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$431,280
Value of total assets at end of year2021-12-31$3,589,433
Value of total assets at beginning of year2021-12-31$3,270,492
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,561
Total interest from all sources2021-12-31$16
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$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$264,470
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$1,649
Assets. Other investments not covered elsewhere at end of year2021-12-31$325,398
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$378
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$318,563
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,589,055
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,270,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$5,763
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$3,264,035
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$3,268,843
Interest on participant loans2021-12-31$16
Net investment gain/loss from pooled separate accounts2021-12-31$332,441
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$166,810
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$409,613
Contract administrator fees2021-12-31$29,798
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 name2021-12-31SMITH, DUKES, & BUCKALEW, LLP
Accountancy firm EIN2021-12-31630191630
2020 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$750,366
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$520,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$478,705
Expenses. Certain deemed distributions of participant loans2020-12-31$5,674
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$383,697
Value of total assets at end of year2020-12-31$3,270,492
Value of total assets at beginning of year2020-12-31$3,041,105
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$36,600
Total interest from all sources2020-12-31$402
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$234,484
Participant contributions at end of year2020-12-31$1,649
Participant contributions at beginning of year2020-12-31$17,022
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$12,000
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$229,387
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,270,492
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,041,105
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
Investment advisory and management fees2020-12-31$7,349
Value of interest in pooled separate accounts at end of year2020-12-31$3,268,843
Value of interest in pooled separate accounts at beginning of year2020-12-31$3,024,083
Interest on participant loans2020-12-31$402
Net investment gain/loss from pooled separate accounts2020-12-31$366,267
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$137,213
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$478,705
Contract administrator fees2020-12-31$29,251
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 name2020-12-31SMITH, DUKES, & BUCKALEW, LLP
Accountancy firm EIN2020-12-31630191630
2019 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$860,685
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$565,730
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$532,072
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$432,924
Value of total assets at end of year2019-12-31$3,041,105
Value of total assets at beginning of year2019-12-31$2,746,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$33,658
Total interest from all sources2019-12-31$1,201
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$267,009
Participant contributions at end of year2019-12-31$17,022
Participant contributions at beginning of year2019-12-31$35,133
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,978
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$294,955
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,041,105
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$2,746,150
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
Investment advisory and management fees2019-12-31$5,864
Value of interest in pooled separate accounts at end of year2019-12-31$3,024,083
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,711,017
Interest on participant loans2019-12-31$1,201
Net investment gain/loss from pooled separate accounts2019-12-31$426,560
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 contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$161,937
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$532,072
Contract administrator fees2019-12-31$27,794
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31SMITH, DUKES, & BUCKALEW, LLP
Accountancy firm EIN2019-12-31630191630
2018 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$329,423
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$235,058
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$205,512
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$416,165
Value of total assets at end of year2018-12-31$2,746,150
Value of total assets at beginning of year2018-12-31$2,651,785
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$29,546
Total interest from all sources2018-12-31$2,441
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$258,534
Participant contributions at end of year2018-12-31$35,133
Participant contributions at beginning of year2018-12-31$69,262
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,058
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$94,365
Value of net assets at end of year (total assets less liabilities)2018-12-31$2,746,150
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,651,785
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 pooled separate accounts at end of year2018-12-31$2,711,017
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,582,523
Interest on participant loans2018-12-31$2,441
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$0
Net investment gain/loss from pooled separate accounts2018-12-31$-89,183
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$151,573
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$205,512
Contract administrator fees2018-12-31$29,546
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 name2018-12-31SMITH, DUKES, & BUCKELEW, LLP
Accountancy firm EIN2018-12-31630191630
2017 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$677,764
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$271,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$241,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$433,684
Value of total assets at end of year2017-12-31$2,651,785
Value of total assets at beginning of year2017-12-31$2,245,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$29,136
Total interest from all sources2017-12-31$3,072
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$254,774
Participant contributions at end of year2017-12-31$69,262
Participant contributions at beginning of year2017-12-31$106,021
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$25,000
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$406,749
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,651,785
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,245,036
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 pooled separate accounts at end of year2017-12-31$2,582,523
Value of interest in pooled separate accounts at beginning of year2017-12-31$2,139,015
Interest on participant loans2017-12-31$3,072
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$0
Net investment gain/loss from pooled separate accounts2017-12-31$241,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$153,910
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$241,879
Contract administrator fees2017-12-31$29,136
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 name2017-12-31SMITH, DUKES, & BUCKELEW, LLP
Accountancy firm EIN2017-12-31630191630
2016 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$373,728
Total of all expenses incurred2016-12-31$423,907
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$406,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$290,612
Value of total assets at end of year2016-12-31$2,245,036
Value of total assets at beginning of year2016-12-31$2,295,215
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$17,804
Total interest from all sources2016-12-31$3,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$179,883
Participant contributions at end of year2016-12-31$106,021
Participant contributions at beginning of year2016-12-31$76,693
Other income not declared elsewhere2016-12-31$5,980
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-50,179
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,245,036
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,295,215
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 pooled separate accounts at end of year2016-12-31$2,139,015
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,649,974
Interest on participant loans2016-12-31$3,830
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$568,548
Net investment gain/loss from pooled separate accounts2016-12-31$73,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$110,729
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$406,103
Contract administrator fees2016-12-31$17,804
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 name2016-12-31SMITH, DUKES, & BUCKELEW, LLP
Accountancy firm EIN2016-12-31630191630
2015 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$356,384
Total of all expenses incurred2015-12-31$355,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$337,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$349,978
Value of total assets at end of year2015-12-31$2,295,215
Value of total assets at beginning of year2015-12-31$2,294,368
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$17,716
Total interest from all sources2015-12-31$3,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$6,465
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$214,904
Participant contributions at end of year2015-12-31$76,693
Participant contributions at beginning of year2015-12-31$96,588
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$6,351
Other income not declared elsewhere2015-12-31$6,837
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$847
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,295,215
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,294,368
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
Investment advisory and management fees2015-12-31$11,251
Value of interest in pooled separate accounts at end of year2015-12-31$1,649,974
Value of interest in pooled separate accounts at beginning of year2015-12-31$1,706,423
Interest on participant loans2015-12-31$3,879
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$568,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$491,357
Net investment gain/loss from pooled separate accounts2015-12-31$-4,310
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$128,723
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$337,821
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 name2015-12-31SMITH, DUKES, & BUCKELEW, LLP
Accountancy firm EIN2015-12-31630191630
2014 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$446,915
Total of all expenses incurred2014-12-31$182,455
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$165,971
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$341,809
Value of total assets at end of year2014-12-31$2,294,368
Value of total assets at beginning of year2014-12-31$2,029,908
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,484
Total interest from all sources2014-12-31$3,327
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$6,038
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$221,643
Participant contributions at end of year2014-12-31$96,588
Participant contributions at beginning of year2014-12-31$49,288
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,570
Other income not declared elsewhere2014-12-31$6,951
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$264,460
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,294,368
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,029,908
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$10,446
Value of interest in pooled separate accounts at end of year2014-12-31$1,706,423
Value of interest in pooled separate accounts at beginning of year2014-12-31$1,519,099
Interest on participant loans2014-12-31$3,327
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$491,357
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$461,521
Net investment gain/loss from pooled separate accounts2014-12-31$94,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$118,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$165,971
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 name2014-12-31SMITH, DUKES, & BUCKELEW, LLP
Accountancy firm EIN2014-12-31630191630
2013 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$578,711
Total of all expenses incurred2013-12-31$142,776
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$127,501
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$311,939
Value of total assets at end of year2013-12-31$2,029,908
Value of total assets at beginning of year2013-12-31$1,593,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$15,275
Total interest from all sources2013-12-31$2,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$5,622
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$193,389
Participant contributions at end of year2013-12-31$49,288
Participant contributions at beginning of year2013-12-31$58,549
Other income not declared elsewhere2013-12-31$6,783
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$435,935
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,029,908
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,593,973
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$9,653
Value of interest in pooled separate accounts at end of year2013-12-31$1,519,099
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,085,036
Interest on participant loans2013-12-31$2,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$461,521
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$450,388
Net investment gain/loss from pooled separate accounts2013-12-31$257,887
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$118,550
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$127,501
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 name2013-12-31SMITH, DUKES, & BUCKELEW, LLP
Accountancy firm EIN2013-12-31630191630
2012 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$373,488
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$68,387
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$50,960
Value of total corrective distributions2012-12-31$3,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$245,361
Value of total assets at end of year2012-12-31$1,593,973
Value of total assets at beginning of year2012-12-31$1,288,872
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$13,448
Total interest from all sources2012-12-31$2,434
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$4,653
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$146,084
Participant contributions at end of year2012-12-31$58,549
Participant contributions at beginning of year2012-12-31$65,955
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$5,474
Other income not declared elsewhere2012-12-31$7,070
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$305,101
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,593,973
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,288,872
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$8,795
Value of interest in pooled separate accounts at end of year2012-12-31$1,085,036
Value of interest in pooled separate accounts at beginning of year2012-12-31$843,256
Interest on participant loans2012-12-31$2,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$450,388
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$379,661
Net investment gain/loss from pooled separate accounts2012-12-31$118,623
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$93,803
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,960
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 name2012-12-31SMITH, DUKES, & BUCKELEW, LLP
Accountancy firm EIN2012-12-31630191630
2011 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$233,677
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$96,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$80,040
Value of total corrective distributions2011-12-31$2,503
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$228,969
Value of total assets at end of year2011-12-31$1,288,872
Value of total assets at beginning of year2011-12-31$1,152,071
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$14,333
Total interest from all sources2011-12-31$2,627
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$5,607
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$138,205
Participant contributions at end of year2011-12-31$65,955
Participant contributions at beginning of year2011-12-31$54,162
Other income not declared elsewhere2011-12-31$8,558
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$136,801
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,288,872
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,152,071
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
Investment advisory and management fees2011-12-31$8,726
Value of interest in pooled separate accounts at end of year2011-12-31$843,256
Value of interest in pooled separate accounts at beginning of year2011-12-31$763,346
Interest on participant loans2011-12-31$2,627
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$379,661
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$334,563
Net investment gain/loss from pooled separate accounts2011-12-31$-6,477
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$90,764
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$80,040
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 name2011-12-31SMITH, DUKES, & BUCKALEW, LLP
Accountancy firm EIN2011-12-31630191630
2010 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$292,409
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$127,364
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$113,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$184,816
Value of total assets at end of year2010-12-31$1,152,071
Value of total assets at beginning of year2010-12-31$987,026
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$13,756
Total interest from all sources2010-12-31$1,774
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$5,361
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$110,477
Participant contributions at end of year2010-12-31$54,162
Participant contributions at beginning of year2010-12-31$27,104
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$418
Other income not declared elsewhere2010-12-31$8,124
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$165,045
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,152,071
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$987,026
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
Investment advisory and management fees2010-12-31$8,395
Value of interest in pooled separate accounts at end of year2010-12-31$763,346
Value of interest in pooled separate accounts at beginning of year2010-12-31$687,429
Interest on participant loans2010-12-31$1,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$334,563
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$272,493
Net investment gain/loss from pooled separate accounts2010-12-31$97,695
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$73,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$113,608
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 name2010-12-31SMITH, DUKES, & BUCKALEW, LLP
Accountancy firm EIN2010-12-31630191630
2009 : GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for GOODWILL INDUSTRIES, EASTER SEALS OF THE GULF COAST RETIREMENT PLAN

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

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125025
Policy instance 1
Insurance contract or identification number125025
Number of Individuals Covered208
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $7,527
Total amount of fees paid to insurance companyUSD $8,544
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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
Amount paid for insurance broker fees8544
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $5,538
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125025
Policy instance 1
Insurance contract or identification number125025
Number of Individuals Covered206
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $7,858
Total amount of fees paid to insurance companyUSD $7,473
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $7,858
Insurance broker organization code?3
Amount paid for insurance broker fees7473
Additional information about fees paid to insurance brokerTPA FEES/COMPENSATION
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125025
Policy instance 1
Insurance contract or identification number125025
Number of Individuals Covered210
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $7,135
Total amount of fees paid to insurance companyUSD $8,905
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $7,135
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125025
Policy instance 1
Insurance contract or identification number125025
Number of Individuals Covered215
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $6,784
Total amount of fees paid to insurance companyUSD $7,358
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees7358
Additional information about fees paid to insurance brokerTHIRD PARTY ADMINISTRATOR FEES/COMPENSATION
Insurance broker organization code?5
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125025
Policy instance 1
Insurance contract or identification number125025
Number of Individuals Covered203
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $6,486
Total amount of fees paid to insurance companyUSD $5,766
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
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 $6,486
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number125025
Policy instance 1
Insurance contract or identification number125025
Number of Individuals Covered196
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $19,079
Total amount of fees paid to insurance companyUSD $13,200
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $19,079
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerBROKER COMMISSION
Insurance broker organization code?3
Insurance broker namePLANTECH, LLP
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986322-000
Policy instance 1
Insurance contract or identification number986322-000
Number of Individuals Covered176
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $5,607
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,683
Insurance broker organization code?3
Insurance broker nameMICHAEL R COWART
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986322-000
Policy instance 1
Insurance contract or identification number986322-000
Number of Individuals Covered200
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $5,157
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,157
Insurance broker organization code?3
Insurance broker nameCHARLES MCNEIL
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986322-000
Policy instance 1
Insurance contract or identification number986322-000
Number of Individuals Covered161
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $4,377
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,377
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCHARLES MCNEIL
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986322-000
Policy instance 1
Insurance contract or identification number986322-000
Number of Individuals Covered153
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $3,454
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,454
Insurance broker organization code?3
Insurance broker nameCHARLES MCNEIL
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986322-000
Policy instance 1
Insurance contract or identification number986322-000
Number of Individuals Covered135
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,906
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number986322-000
Policy instance 1
Insurance contract or identification number986322-000
Number of Individuals Covered135
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $2,513
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,513
Insurance broker organization code?3
Insurance broker nameCHARLES MCNEIL

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