GOODWILL EASTER SEALS MIAMI VALLEY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN
401k plan membership statisitcs for GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN
| Measure | Date | Value |
|---|
| 2014: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 95 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
| Total of all active and inactive participants | 2014-01-01 | 0 |
| 2013: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 68 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 21 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 98 |
| 2012: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 71 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 70 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 1 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 71 |
| 2011: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 78 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 77 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 77 |
| Measure | Date | Value |
|---|
| 2014 : GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2014 401k financial data |
|---|
| Transfers to/from the plan | 2014-12-31 | $-54,026 |
| Total income from all sources | 2014-12-31 | $353,732 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $359,437 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $5,705 |
| Total plan assets at end of year | 2014-12-31 | $0 |
| Total plan assets at beginning of year | 2014-12-31 | $59,731 |
| Value of fidelity bond covering the plan | 2014-12-31 | $17,000 |
| Expenses. Other expenses not covered elsewhere | 2014-12-31 | $350,732 |
| Other income received | 2014-12-31 | $5 |
| Net income (gross income less expenses) | 2014-12-31 | $-5,705 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $59,731 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $353,727 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $3,000 |
| 2013 : GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $285,675 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $299,362 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $13,687 |
| Total plan assets at end of year | 2013-12-31 | $59,731 |
| Total plan assets at beginning of year | 2013-12-31 | $73,418 |
| Value of fidelity bond covering the plan | 2013-12-31 | $17,000 |
| Expenses. Other expenses not covered elsewhere | 2013-12-31 | $282,731 |
| Other income received | 2013-12-31 | $8 |
| Net income (gross income less expenses) | 2013-12-31 | $-13,687 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $59,731 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $73,418 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $285,667 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $2,944 |
| 2012 : GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $324,256 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $367,631 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $43,392 |
| Total plan assets at end of year | 2012-12-31 | $73,418 |
| Total plan assets at beginning of year | 2012-12-31 | $116,793 |
| Value of fidelity bond covering the plan | 2012-12-31 | $17,000 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $321,247 |
| Other income received | 2012-12-31 | $8 |
| Net income (gross income less expenses) | 2012-12-31 | $-43,375 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $73,418 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $116,793 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $324,248 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $2,992 |
| 2011 : GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $481,241 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $364,448 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $61,026 |
| Total plan assets at end of year | 2011-12-31 | $116,793 |
| Total plan assets at beginning of year | 2011-12-31 | $0 |
| Value of fidelity bond covering the plan | 2011-12-31 | $30,000 |
| Expenses. Other expenses not covered elsewhere | 2011-12-31 | $301,042 |
| Contributions received from other sources (not participants or employers) | 2011-12-31 | $177,819 |
| Other income received | 2011-12-31 | $16 |
| Net income (gross income less expenses) | 2011-12-31 | $116,793 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $116,793 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $0 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $303,406 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $2,380 |
| 2014: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | Yes |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2013: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2012: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| 2011: GOODWILL EASTER SEALS OF MIAMI VALLEY HEALTH & WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | First time form 5500 has been submitted | Yes |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GP-500B |
| Policy instance | 1 |
| Insurance contract or identification number | GP-500B | | Number of Individuals Covered | 72 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $55,336 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $325,507 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $55,336 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY, INC. |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GP-500B |
| Policy instance | 1 |
| Insurance contract or identification number | GP-500B | | Number of Individuals Covered | 98 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $47,553 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $282,731 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $47,553 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY, INC. |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GP-500B |
| Policy instance | 1 |
| Insurance contract or identification number | GP-500B | | Number of Individuals Covered | 71 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $54,612 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $321,247 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $54,612 | | Amount paid for insurance broker fees | 0 | | Additional information about fees paid to insurance broker | N/A | | Insurance broker organization code? | 3 | | Insurance broker name | THE BOON INSURANCE AGENCY, INC. |
|
| AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 ) |
| Policy contract number | GP-500B |
| Policy instance | 1 |
| Insurance contract or identification number | GP-500B | | Number of Individuals Covered | 77 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $51,177 | | Total amount of fees paid to insurance company | USD $0 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | No | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | Yes | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | Yes | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | Yes | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Welfare Benefit Premiums Paid to Carrier | USD $301,042 | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No |
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