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GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN
Plan identification number 002

GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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(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.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF THE COLUMBIA WILLAMETTE has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF THE COLUMBIA WILLAMETTE
Employer identification number (EIN):930386840
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about GOODWILL INDUSTRIES OF THE COLUMBIA WILLAMETTE

Jurisdiction of Incorporation: Oregon Secretary of State Corporations Division
Incorporation Date: 2027-07-29
Company Identification Number: 3068012
Legal Registered Office Address: 1943 SE 6TH AVE

PORTLAND
United States of America (USA)
97214

More information about GOODWILL INDUSTRIES OF THE COLUMBIA WILLAMETTE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01KAREN STORES2023-07-17
0022021-01-01KAREN STORES2022-07-26
0022020-01-01KAREN STORES2021-07-12
0022019-01-01KAREN STORES2020-06-21
0022018-01-01
0022017-01-01
0022016-01-01RICHARD KNOX
0022015-01-01RICHARD KNOX
0022014-01-01RICHARD KNOX
0022013-01-01RICHARD KNOX
0022012-01-01RICHARD KNOX
0022011-01-01RICHARD KNOX
0022009-01-01RICHARD KNOX RICHARD KNOX2010-08-30

Plan Statistics for GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,148
Total number of active participants reported on line 7a of the Form 55002022-01-011,524
Number of retired or separated participants receiving benefits2022-01-0112
Number of other retired or separated participants entitled to future benefits2022-01-01551
Total of all active and inactive participants2022-01-012,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-012,094
Number of participants with account balances2022-01-011,925
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-01192
2021: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,256
Total number of active participants reported on line 7a of the Form 55002021-01-011,506
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01613
Total of all active and inactive participants2021-01-012,128
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-015
Total participants2021-01-012,133
Number of participants with account balances2021-01-012,020
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-01252
2020: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,414
Total number of active participants reported on line 7a of the Form 55002020-01-011,684
Number of retired or separated participants receiving benefits2020-01-018
Number of other retired or separated participants entitled to future benefits2020-01-01542
Total of all active and inactive participants2020-01-012,234
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-015
Total participants2020-01-012,239
Number of participants with account balances2020-01-012,060
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-01423
2019: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,381
Total number of active participants reported on line 7a of the Form 55002019-01-011,981
Number of retired or separated participants receiving benefits2019-01-018
Number of other retired or separated participants entitled to future benefits2019-01-01383
Total of all active and inactive participants2019-01-012,372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-012,376
Number of participants with account balances2019-01-012,116
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-01294
2018: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,342
Total number of active participants reported on line 7a of the Form 55002018-01-011,995
Number of retired or separated participants receiving benefits2018-01-015
Number of other retired or separated participants entitled to future benefits2018-01-01364
Total of all active and inactive participants2018-01-012,364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-015
Total participants2018-01-012,369
Number of participants with account balances2018-01-012,129
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-01336
2017: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,286
Total number of active participants reported on line 7a of the Form 55002017-01-012,002
Number of retired or separated participants receiving benefits2017-01-016
Number of other retired or separated participants entitled to future benefits2017-01-01284
Total of all active and inactive participants2017-01-012,292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-012,296
Number of participants with account balances2017-01-011,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-01298
2016: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,121
Total number of active participants reported on line 7a of the Form 55002016-01-011,917
Number of retired or separated participants receiving benefits2016-01-016
Number of other retired or separated participants entitled to future benefits2016-01-01331
Total of all active and inactive participants2016-01-012,254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-014
Total participants2016-01-012,258
Number of participants with account balances2016-01-011,770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-01324
2015: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,078
Total number of active participants reported on line 7a of the Form 55002015-01-011,725
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-01352
Total of all active and inactive participants2015-01-012,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-014
Total participants2015-01-012,088
Number of participants with account balances2015-01-011,743
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-01299
2014: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,909
Total number of active participants reported on line 7a of the Form 55002014-01-011,701
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-01342
Total of all active and inactive participants2014-01-012,049
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-016
Total participants2014-01-012,055
Number of participants with account balances2014-01-011,648
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-01296
2013: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-011,983
Total number of active participants reported on line 7a of the Form 55002013-01-011,598
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01253
Total of all active and inactive participants2013-01-011,858
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-014
Total participants2013-01-011,862
Number of participants with account balances2013-01-011,854
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-01235
2012: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-011,800
Total number of active participants reported on line 7a of the Form 55002012-01-011,459
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01478
Total of all active and inactive participants2012-01-011,942
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-017
Total participants2012-01-011,949
Number of participants with account balances2012-01-011,934
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-01187
2011: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,618
Total number of active participants reported on line 7a of the Form 55002011-01-011,402
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01361
Total of all active and inactive participants2011-01-011,766
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-016
Total participants2011-01-011,772
Number of participants with account balances2011-01-011,755
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-01181
2009: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-011,396
Total number of active participants reported on line 7a of the Form 55002009-01-011,356
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-01170
Total of all active and inactive participants2009-01-011,529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-011,535
Number of participants with account balances2009-01-011,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-01145

Financial Data on GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-5,862,912
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$4,266,151
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$4,216,484
Value of total corrective distributions2022-12-31$19,993
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,628,412
Value of total assets at end of year2022-12-31$61,284,393
Value of total assets at beginning of year2022-12-31$71,413,456
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$29,674
Total interest from all sources2022-12-31$392,870
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$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$224,806
Participant contributions at beginning of year2022-12-31$248,632
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$5,768
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-10,129,063
Value of net assets at end of year (total assets less liabilities)2022-12-31$61,284,393
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$71,413,456
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in pooled separate accounts at end of year2022-12-31$47,781,301
Value of interest in pooled separate accounts at beginning of year2022-12-31$58,542,666
Interest on participant loans2022-12-31$14,076
Interest earned on other investments2022-12-31$378,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$13,278,286
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$12,622,158
Net investment gain/loss from pooled separate accounts2022-12-31$-10,884,194
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$4,622,644
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$4,216,484
Contract administrator fees2022-12-31$29,674
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 name2022-12-31JARRARD, SEIBERT, POLLARD
Accountancy firm EIN2022-12-31930623130
2021 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$12,987,221
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$4,025,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,984,692
Value of total corrective distributions2021-12-31$18,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,667,253
Value of total assets at end of year2021-12-31$71,413,456
Value of total assets at beginning of year2021-12-31$62,451,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$22,991
Total interest from all sources2021-12-31$392,888
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$248,632
Participant contributions at beginning of year2021-12-31$284,819
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$8,961,517
Value of net assets at end of year (total assets less liabilities)2021-12-31$71,413,456
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$62,451,939
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in pooled separate accounts at end of year2021-12-31$58,542,666
Value of interest in pooled separate accounts at beginning of year2021-12-31$49,287,126
Interest on participant loans2021-12-31$17,454
Interest earned on other investments2021-12-31$375,434
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$12,622,158
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$12,879,994
Net investment gain/loss from pooled separate accounts2021-12-31$7,927,080
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$4,667,253
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,984,692
Contract administrator fees2021-12-31$22,991
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 name2021-12-31JARRARD, SEIBERT, POLLARD
Accountancy firm EIN2021-12-31930623130
2020 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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$12,036,419
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,180,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,139,498
Value of total corrective distributions2020-12-31$15,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$4,043,212
Value of total assets at end of year2020-12-31$62,451,939
Value of total assets at beginning of year2020-12-31$56,596,186
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$25,701
Total interest from all sources2020-12-31$380,775
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
Participant contributions at end of year2020-12-31$284,819
Participant contributions at beginning of year2020-12-31$357,905
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$17,793
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$5,855,753
Value of net assets at end of year (total assets less liabilities)2020-12-31$62,451,939
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$56,596,186
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in pooled separate accounts at end of year2020-12-31$49,287,126
Value of interest in pooled separate accounts at beginning of year2020-12-31$43,944,544
Interest on participant loans2020-12-31$21,143
Interest earned on other investments2020-12-31$359,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$12,879,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$12,293,737
Net investment gain/loss from pooled separate accounts2020-12-31$7,612,432
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,025,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,139,498
Contract administrator fees2020-12-31$25,701
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 name2020-12-31JARRARD, SEIBERT, POLLARD
Accountancy firm EIN2020-12-31930623130
2019 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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$13,700,435
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,151,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,113,245
Value of total corrective distributions2019-12-31$14,127
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,125,410
Value of total assets at end of year2019-12-31$56,596,186
Value of total assets at beginning of year2019-12-31$47,047,743
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$24,620
Total interest from all sources2019-12-31$405,068
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$357,905
Participant contributions at beginning of year2019-12-31$389,138
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,913
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$9,548,443
Value of net assets at end of year (total assets less liabilities)2019-12-31$56,596,186
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$47,047,743
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in pooled separate accounts at end of year2019-12-31$43,944,544
Value of interest in pooled separate accounts at beginning of year2019-12-31$33,664,001
Interest on participant loans2019-12-31$24,745
Interest earned on other investments2019-12-31$380,323
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$12,293,737
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$12,994,604
Net investment gain/loss from pooled separate accounts2019-12-31$8,169,957
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$5,093,497
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,113,245
Contract administrator fees2019-12-31$24,620
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 name2019-12-31JARRAD, SEIBERT, POLLARD
Accountancy firm EIN2019-12-31930623130
2018 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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$3,490,507
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,748,589
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,709,910
Value of total corrective distributions2018-12-31$13,550
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,078,078
Value of total assets at end of year2018-12-31$47,047,743
Value of total assets at beginning of year2018-12-31$47,305,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$25,129
Total interest from all sources2018-12-31$392,698
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$389,138
Participant contributions at beginning of year2018-12-31$221,545
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$10,200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-258,082
Value of net assets at end of year (total assets less liabilities)2018-12-31$47,047,743
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$47,305,825
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$33,664,001
Value of interest in pooled separate accounts at beginning of year2018-12-31$34,396,657
Interest on participant loans2018-12-31$16,954
Interest earned on other investments2018-12-31$375,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$12,994,604
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,687,623
Net investment gain/loss from pooled separate accounts2018-12-31$-1,980,269
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$5,067,878
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,709,910
Contract administrator fees2018-12-31$25,129
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 name2018-12-31JARRAD, SEIBERT, POLLARD
Accountancy firm EIN2018-12-31930623130
2017 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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$10,693,535
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,467,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,428,221
Value of total corrective distributions2017-12-31$14,308
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$4,912,644
Value of total assets at end of year2017-12-31$47,305,825
Value of total assets at beginning of year2017-12-31$40,080,154
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$25,335
Total interest from all sources2017-12-31$371,592
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
Participant contributions at end of year2017-12-31$221,545
Participant contributions at beginning of year2017-12-31$203,815
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$267,459
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$7,225,671
Value of net assets at end of year (total assets less liabilities)2017-12-31$47,305,825
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$40,080,154
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$34,396,657
Value of interest in pooled separate accounts at beginning of year2017-12-31$28,747,502
Interest on participant loans2017-12-31$10,522
Interest earned on other investments2017-12-31$361,070
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,687,623
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$11,128,837
Net investment gain/loss from pooled separate accounts2017-12-31$5,409,299
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$4,645,185
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,428,221
Contract administrator fees2017-12-31$25,335
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 name2017-12-31JARRAD, SEIBERT, POLLARD
Accountancy firm EIN2017-12-31930623130
2016 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$6,951,438
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,142,938
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,105,531
Value of total corrective distributions2016-12-31$12,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$4,457,130
Value of total assets at end of year2016-12-31$40,080,154
Value of total assets at beginning of year2016-12-31$36,271,654
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$24,802
Total interest from all sources2016-12-31$336,649
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$203,815
Participant contributions at beginning of year2016-12-31$217,585
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$20,394
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$3,808,500
Value of net assets at end of year (total assets less liabilities)2016-12-31$40,080,154
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$36,271,654
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$28,747,502
Value of interest in pooled separate accounts at beginning of year2016-12-31$25,015,764
Interest on participant loans2016-12-31$10,812
Interest earned on other investments2016-12-31$325,837
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$11,128,837
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,038,305
Net investment gain/loss from pooled separate accounts2016-12-31$2,157,659
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$4,436,736
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,105,531
Contract administrator fees2016-12-31$24,802
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 name2016-12-31JARRAD, SEIBERT, POLLARD
Accountancy firm EIN2016-12-31930623130
2015 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$4,703,759
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,333,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,302,550
Value of total corrective distributions2015-12-31$11,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,231,926
Value of total assets at end of year2015-12-31$36,271,654
Value of total assets at beginning of year2015-12-31$34,901,891
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$20,008
Total interest from all sources2015-12-31$340,272
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$217,585
Participant contributions at beginning of year2015-12-31$240,107
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$58,499
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$1,369,763
Value of net assets at end of year (total assets less liabilities)2015-12-31$36,271,654
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,901,891
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in pooled separate accounts at end of year2015-12-31$25,015,764
Value of interest in pooled separate accounts at beginning of year2015-12-31$23,459,483
Interest on participant loans2015-12-31$11,251
Interest earned on other investments2015-12-31$329,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,038,305
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$11,202,301
Net investment gain/loss from pooled separate accounts2015-12-31$131,561
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$4,173,427
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,302,550
Contract administrator fees2015-12-31$20,008
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 name2015-12-31JARRAD, SEIBERT, POLLARD
Accountancy firm EIN2015-12-31930623130
2014 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$5,981,935
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,241,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,214,012
Value of total corrective distributions2014-12-31$11,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,934,694
Value of total assets at end of year2014-12-31$34,901,891
Value of total assets at beginning of year2014-12-31$32,161,143
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$15,715
Total interest from all sources2014-12-31$340,016
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Participant contributions at end of year2014-12-31$240,107
Participant contributions at beginning of year2014-12-31$281,331
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$2,740,748
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,901,891
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$32,161,143
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in pooled separate accounts at end of year2014-12-31$23,459,483
Value of interest in pooled separate accounts at beginning of year2014-12-31$20,317,127
Interest on participant loans2014-12-31$12,625
Interest earned on other investments2014-12-31$327,391
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$11,202,301
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$11,562,685
Net investment gain/loss from pooled separate accounts2014-12-31$1,707,225
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$3,934,694
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,214,012
Contract administrator fees2014-12-31$15,715
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 name2014-12-31JARRARD, SEIBERT, POLLARD
Accountancy firm EIN2014-12-31930623130
2013 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,581,932
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,421,347
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,391,677
Value of total corrective distributions2013-12-31$13,031
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,593,480
Value of total assets at end of year2013-12-31$32,161,143
Value of total assets at beginning of year2013-12-31$27,000,558
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$16,639
Total interest from all sources2013-12-31$354,186
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Participant contributions at end of year2013-12-31$281,331
Participant contributions at beginning of year2013-12-31$233,356
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$5,160,585
Value of net assets at end of year (total assets less liabilities)2013-12-31$32,161,143
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$27,000,558
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in pooled separate accounts at end of year2013-12-31$20,317,127
Value of interest in pooled separate accounts at beginning of year2013-12-31$14,895,627
Interest on participant loans2013-12-31$10,885
Interest earned on other investments2013-12-31$343,301
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$11,562,685
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$11,871,575
Net investment gain/loss from pooled separate accounts2013-12-31$3,634,266
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$3,593,480
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,391,677
Contract administrator fees2013-12-31$16,639
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 name2013-12-31JARRARD, SEIBERT, POLLARD
Accountancy firm EIN2013-12-31930623130
2012 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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$5,516,496
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,916,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,893,482
Value of total corrective distributions2012-12-31$12,657
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,489,309
Value of total assets at end of year2012-12-31$27,000,558
Value of total assets at beginning of year2012-12-31$23,400,794
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$10,593
Total interest from all sources2012-12-31$364,977
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Participant contributions at end of year2012-12-31$233,356
Participant contributions at beginning of year2012-12-31$321,462
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$3,599,764
Value of net assets at end of year (total assets less liabilities)2012-12-31$27,000,558
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,400,794
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in pooled separate accounts at end of year2012-12-31$14,895,627
Value of interest in pooled separate accounts at beginning of year2012-12-31$11,324,817
Interest on participant loans2012-12-31$9,100
Interest earned on other investments2012-12-31$355,877
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$11,871,575
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$11,754,515
Net investment gain/loss from pooled separate accounts2012-12-31$1,662,210
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$3,489,309
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,893,482
Contract administrator fees2012-12-31$10,593
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 name2012-12-31JARRARD SEIBERT POLLARD
Accountancy firm EIN2012-12-31930623130
2011 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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$3,409,590
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,451,309
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,425,206
Value of total corrective distributions2011-12-31$14,756
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,955,279
Value of total assets at end of year2011-12-31$23,400,794
Value of total assets at beginning of year2011-12-31$21,442,513
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$11,347
Total interest from all sources2011-12-31$360,308
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
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
Participant contributions at end of year2011-12-31$321,462
Participant contributions at beginning of year2011-12-31$313,344
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$11,641
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$1,958,281
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,400,794
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$21,442,513
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$11,324,817
Value of interest in pooled separate accounts at beginning of year2011-12-31$9,909,935
Interest on participant loans2011-12-31$9,797
Interest earned on other investments2011-12-31$350,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$11,754,515
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$11,219,234
Net investment gain/loss from pooled separate accounts2011-12-31$94,003
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$2,943,638
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,425,206
Contract administrator fees2011-12-31$11,347
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 name2011-12-31JARRAD, SEIBERT, POLLARD
Accountancy firm EIN2011-12-31930623130
2010 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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$4,447,949
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,803,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,777,282
Value of total corrective distributions2010-12-31$15,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,926,176
Value of total assets at end of year2010-12-31$21,442,513
Value of total assets at beginning of year2010-12-31$18,798,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,947
Total interest from all sources2010-12-31$366,447
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
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
Participant contributions at end of year2010-12-31$313,344
Participant contributions at beginning of year2010-12-31$298,254
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$2,644,178
Value of net assets at end of year (total assets less liabilities)2010-12-31$21,442,513
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$18,798,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$9,909,935
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,766,898
Interest on participant loans2010-12-31$10,789
Interest earned on other investments2010-12-31$355,658
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$11,219,234
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$11,733,183
Net investment gain/loss from pooled separate accounts2010-12-31$1,155,326
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$2,926,176
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,777,282
Contract administrator fees2010-12-31$10,947
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 name2010-12-31JARRARD, SEIBERT, POLLARD
Accountancy firm EIN2010-12-31930623130
2009 : GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE PLAN

2022: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE 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 EMPLOYEE RETIREMENT AND INCENTIVE 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

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2094
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2133
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2239
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2376
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2369
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2296
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2088
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered2055
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered1862
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered1949
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered1772
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )
Policy contract number502672
Policy instance 1
Insurance contract or identification number502672
Number of Individuals Covered1598
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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