Logo

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan NameCONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number 003

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Money purchase (other than target benefit)
  • 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 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name:GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.
Employer identification number (EIN):720460816
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032023-01-01KAREN PETERS2024-07-05
0032022-01-01KAREN PETERS2023-10-06
0032021-01-01KAREN PETERS2022-07-08
0032020-01-01
0032019-01-01KAREN PETERS2020-04-30
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01
0032014-01-01KAREN PETERS
0032012-01-01KAREN PETERS KAREN PETERS2013-04-05
0032011-07-01KAREN PETERS KAREN PETERS2012-04-05
0032009-07-01CARL MAYER CARL MAYER2011-04-06
0032008-07-01DAVID BARR DAVID BARR2010-12-01

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2025 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2025 401k financial data
Total expenses incurred by plan in this plan year2025-10-14222
Net assets as of the end of the plan year2025-10-14603076
Total assets as of the beginning of the plan year2025-10-14495041
Value of plan covered by a fidelity bond2025-10-14100000
Other contributions to plan in this plan year2025-10-1466955
Plan net income in this plan year2025-10-14108035
Net assets as of the end of the plan year2025-10-14603076
Net assets as of the beginning of the plan year2025-10-14495041
Employer contributions to plan in this plan year2025-10-1441302
Expensese paid to adminstrative service provicers from plan in this plan year2025-10-14222
2023 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2023 401k financial data
Transfers to/from the plan2023-12-31$0
Total income from all sources2023-12-31$103,035
Expenses. Total of all expenses incurred2023-12-31$130
Benefits paid (including direct rollovers)2023-12-31$0
Total plan assets at end of year2023-12-31$495,041
Total plan assets at beginning of year2023-12-31$392,136
Value of fidelity bond covering the plan2023-12-31$100,000
Total contributions received or receivable from participants2023-12-31$0
Contributions received from other sources (not participants or employers)2023-12-31$0
Other income received2023-12-31$56,667
Noncash contributions received2023-12-31$0
Net income (gross income less expenses)2023-12-31$102,905
Net plan assets at end of year (total assets less liabilities)2023-12-31$495,041
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$392,136
Total contributions received or receivable from employer(s)2023-12-31$46,368
Value of certain deemed distributions of participant loans2023-12-31$0
Value of corrective distributions2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$130
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total income from all sources2022-12-31$-38,296
Expenses. Total of all expenses incurred2022-12-31$2,485
Benefits paid (including direct rollovers)2022-12-31$2,383
Total plan assets at end of year2022-12-31$392,136
Total plan assets at beginning of year2022-12-31$432,917
Value of fidelity bond covering the plan2022-12-31$100,000
Expenses. Other expenses not covered elsewhere2022-12-31$102
Other income received2022-12-31$-80,336
Net income (gross income less expenses)2022-12-31$-40,781
Net plan assets at end of year (total assets less liabilities)2022-12-31$392,136
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$432,917
Total contributions received or receivable from employer(s)2022-12-31$42,040
2021 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources2021-12-31$70,454
Expenses. Total of all expenses incurred2021-12-31$46,063
Benefits paid (including direct rollovers)2021-12-31$45,927
Total plan assets at end of year2021-12-31$432,917
Total plan assets at beginning of year2021-12-31$408,526
Value of fidelity bond covering the plan2021-12-31$100,000
Other income received2021-12-31$38,192
Net income (gross income less expenses)2021-12-31$24,391
Net plan assets at end of year (total assets less liabilities)2021-12-31$432,917
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$408,526
Total contributions received or receivable from employer(s)2021-12-31$32,262
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Funding deficiency by the employer to the plan for this plan year2021-12-31$0
Minimum employer required contribution for this plan year2021-12-31$32,262
Amount contributed by the employer to the plan for this plan year2021-12-31$32,262
2020 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources2020-12-31$99,442
Expenses. Total of all expenses incurred2020-12-31$144
Total plan assets at end of year2020-12-31$408,526
Total plan assets at beginning of year2020-12-31$309,228
Value of fidelity bond covering the plan2020-12-31$100,000
Other income received2020-12-31$64,323
Net income (gross income less expenses)2020-12-31$99,298
Net plan assets at end of year (total assets less liabilities)2020-12-31$408,526
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$309,228
Total contributions received or receivable from employer(s)2020-12-31$35,119
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Funding deficiency by the employer to the plan for this plan year2020-12-31$0
Minimum employer required contribution for this plan year2020-12-31$35,119
Amount contributed by the employer to the plan for this plan year2020-12-31$35,119
2019 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2019 401k financial data
Total income from all sources2019-12-31$78,176
Expenses. Total of all expenses incurred2019-12-31$24,109
Benefits paid (including direct rollovers)2019-12-31$23,961
Total plan assets at end of year2019-12-31$309,228
Total plan assets at beginning of year2019-12-31$255,161
Value of fidelity bond covering the plan2019-12-31$100,000
Other income received2019-12-31$43,244
Net income (gross income less expenses)2019-12-31$54,067
Net plan assets at end of year (total assets less liabilities)2019-12-31$309,228
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$255,161
Total contributions received or receivable from employer(s)2019-12-31$34,932
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Funding deficiency by the employer to the plan for this plan year2019-12-31$0
Minimum employer required contribution for this plan year2019-12-31$34,932
Amount contributed by the employer to the plan for this plan year2019-12-31$34,932
2018 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources2018-12-31$26,732
Expenses. Total of all expenses incurred2018-12-31$168
Total plan assets at end of year2018-12-31$255,161
Total plan assets at beginning of year2018-12-31$228,597
Value of fidelity bond covering the plan2018-12-31$100,000
Other income received2018-12-31$-17,329
Net income (gross income less expenses)2018-12-31$26,564
Net plan assets at end of year (total assets less liabilities)2018-12-31$255,161
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$228,597
Total contributions received or receivable from employer(s)2018-12-31$44,061
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Funding deficiency by the employer to the plan for this plan year2018-12-31$0
Minimum employer required contribution for this plan year2018-12-31$44,061
Amount contributed by the employer to the plan for this plan year2018-12-31$44,061
2017 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources2017-12-31$65,800
Expenses. Total of all expenses incurred2017-12-31$35,670
Benefits paid (including direct rollovers)2017-12-31$35,492
Total plan assets at end of year2017-12-31$228,597
Total plan assets at beginning of year2017-12-31$198,467
Value of fidelity bond covering the plan2017-12-31$100,000
Other income received2017-12-31$26,373
Net income (gross income less expenses)2017-12-31$30,130
Net plan assets at end of year (total assets less liabilities)2017-12-31$228,597
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$198,467
Total contributions received or receivable from employer(s)2017-12-31$39,427
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Funding deficiency by the employer to the plan for this plan year2017-12-31$0
Minimum employer required contribution for this plan year2017-12-31$35,492
Amount contributed by the employer to the plan for this plan year2017-12-31$35,492
2016 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources2016-12-31$46,318
Expenses. Total of all expenses incurred2016-12-31$153
Total plan assets at end of year2016-12-31$198,467
Total plan assets at beginning of year2016-12-31$152,302
Value of fidelity bond covering the plan2016-12-31$100,000
Other income received2016-12-31$8,372
Net income (gross income less expenses)2016-12-31$46,165
Net plan assets at end of year (total assets less liabilities)2016-12-31$198,467
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$152,302
Total contributions received or receivable from employer(s)2016-12-31$37,946
Expenses. Administrative service providers (salaries,fees and commissions)2016-12-31$153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Funding deficiency by the employer to the plan for this plan year2016-12-31$0
Minimum employer required contribution for this plan year2016-12-31$37,946
Amount contributed by the employer to the plan for this plan year2016-12-31$37,946
2015 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources2015-12-31$44,436
Expenses. Total of all expenses incurred2015-12-31$152,054
Benefits paid (including direct rollovers)2015-12-31$151,933
Total plan assets at end of year2015-12-31$152,302
Total plan assets at beginning of year2015-12-31$259,920
Value of fidelity bond covering the plan2015-12-31$100,000
Other income received2015-12-31$2,176
Net income (gross income less expenses)2015-12-31$-107,618
Net plan assets at end of year (total assets less liabilities)2015-12-31$152,302
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$259,920
Assets. Value of participant loans2015-12-31$2,288
Total contributions received or receivable from employer(s)2015-12-31$42,260
Expenses. Administrative service providers (salaries,fees and commissions)2015-12-31$121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Funding deficiency by the employer to the plan for this plan year2015-12-31$0
Minimum employer required contribution for this plan year2015-12-31$42,260
Amount contributed by the employer to the plan for this plan year2015-12-31$42,260
2014 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources2014-12-31$39,429
Expenses. Total of all expenses incurred2014-12-31$242,484
Benefits paid (including direct rollovers)2014-12-31$242,349
Total plan assets at end of year2014-12-31$259,920
Total plan assets at beginning of year2014-12-31$462,975
Value of fidelity bond covering the plan2014-12-31$100,000
Other income received2014-12-31$10,543
Net income (gross income less expenses)2014-12-31$-203,055
Net plan assets at end of year (total assets less liabilities)2014-12-31$259,920
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$462,975
Assets. Value of participant loans2014-12-31$12,166
Total contributions received or receivable from employer(s)2014-12-31$28,886
Expenses. Administrative service providers (salaries,fees and commissions)2014-12-31$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Funding deficiency by the employer to the plan for this plan year2014-12-31$0
Minimum employer required contribution for this plan year2014-12-31$28,886
Amount contributed by the employer to the plan for this plan year2014-12-31$28,886
2012 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources2012-12-31$83,453
Expenses. Total of all expenses incurred2012-12-31$74,473
Benefits paid (including direct rollovers)2012-12-31$74,274
Total plan assets at end of year2012-12-31$359,858
Total plan assets at beginning of year2012-12-31$350,878
Value of fidelity bond covering the plan2012-12-31$25,000
Other income received2012-12-31$41,353
Net income (gross income less expenses)2012-12-31$8,980
Net plan assets at end of year (total assets less liabilities)2012-12-31$359,858
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$350,878
Assets. Value of participant loans2012-12-31$19,113
Total contributions received or receivable from employer(s)2012-12-31$42,100
Expenses. Administrative service providers (salaries,fees and commissions)2012-12-31$199
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Funding deficiency by the employer to the plan for this plan year2012-12-31$0
Minimum employer required contribution for this plan year2012-12-31$42,100
Amount contributed by the employer to the plan for this plan year2012-12-31$42,100
2011 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources2011-12-31$-10,491
Expenses. Total of all expenses incurred2011-12-31$96
Total plan assets at end of year2011-12-31$350,878
Total plan assets at beginning of year2011-12-31$361,465
Value of fidelity bond covering the plan2011-12-31$25,000
Other income received2011-12-31$-30,936
Net income (gross income less expenses)2011-12-31$-10,587
Net plan assets at end of year (total assets less liabilities)2011-12-31$350,878
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$361,465
Assets. Value of participant loans2011-12-31$19,113
Total contributions received or receivable from employer(s)2011-12-31$20,445
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$96
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Funding deficiency by the employer to the plan for this plan year2011-12-31$0
Minimum employer required contribution for this plan year2011-12-31$20,445
Amount contributed by the employer to the plan for this plan year2011-12-31$20,445
Total income from all sources2011-06-30$114,319
Expenses. Total of all expenses incurred2011-06-30$11,069
Benefits paid (including direct rollovers)2011-06-30$10,867
Total plan assets at end of year2011-06-30$361,465
Total plan assets at beginning of year2011-06-30$258,215
Value of fidelity bond covering the plan2011-06-30$25,000
Other income received2011-06-30$70,365
Net income (gross income less expenses)2011-06-30$103,250
Net plan assets at end of year (total assets less liabilities)2011-06-30$361,465
Net plan assets at beginning of year (total assets less liabilities)2011-06-30$258,215
Total contributions received or receivable from employer(s)2011-06-30$43,954
Expenses. Administrative service providers (salaries,fees and commissions)2011-06-30$202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Funding deficiency by the employer to the plan for this plan year2011-06-30$0
Minimum employer required contribution for this plan year2011-06-30$43,954
Amount contributed by the employer to the plan for this plan year2011-06-30$43,954
2010 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Funding deficiency by the employer to the plan for this plan year2010-06-30$0
Minimum employer required contribution for this plan year2010-06-30$54,012
Amount contributed by the employer to the plan for this plan year2010-06-30$54,012
2009 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-06-30$0
Funding deficiency by the employer to the plan for this plan year2009-06-30$0
Minimum employer required contribution for this plan year2009-06-30$37,108
Amount contributed by the employer to the plan for this plan year2009-06-30$37,108

Form 5500 Responses for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

2023: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2012: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2009: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes
2008: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2008 form 5500 responses
2008-07-01Type of plan entitySingle employer plan
2008-07-01This submission is the final filingNo
2008-07-01Plan funding arrangement – InsuranceYes
2008-07-01Plan funding arrangement – TrustYes
2008-07-01Plan benefit arrangement – InsuranceYes
2008-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number910678
Policy instance 1
Insurance contract or identification number910678
Number of Individuals Covered11
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $56
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
Insurance contract or identification number056940-I
Number of Individuals Covered9
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number056940-I
Policy instance 1

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1