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403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 401k Plan overview

Plan Name403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC.
Plan identification number 001

403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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

EVANSVILLE GOODWILL INDUSTRIES has sponsored the creation of one or more 401k plans.

Company Name:EVANSVILLE GOODWILL INDUSTRIES
Employer identification number (EIN):350868075
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01CONNIE RALPH2020-07-16 CONNIE RALPH2020-07-16
0012018-01-01CONNIE RALPH2019-08-20 CONNIE RALPH2019-08-20
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01
0012013-01-01
0012012-01-01PAUL FORONDA
0012011-01-01PAUL FORONDA
0012010-01-01PAUL FORONDA
0012009-01-01PAUL FORONDA

Plan Statistics for 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC.

401k plan membership statisitcs for 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC.

Measure Date Value
2022: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-0186
Total number of active participants reported on line 7a of the Form 55002022-01-0129
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0153
Total of all active and inactive participants2022-01-0182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-0182
Number of participants with account balances2022-01-0179
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-0187
Total number of active participants reported on line 7a of the Form 55002021-01-0135
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0148
Total of all active and inactive participants2021-01-0183
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-0186
Number of participants with account balances2021-01-0182
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01388
Total number of active participants reported on line 7a of the Form 55002020-01-01347
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0141
Total of all active and inactive participants2020-01-01388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01390
Number of participants with account balances2020-01-0188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01335
Total number of active participants reported on line 7a of the Form 55002019-01-01344
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0142
Total of all active and inactive participants2019-01-01386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01388
Number of participants with account balances2019-01-0189
2018: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01271
Total number of active participants reported on line 7a of the Form 55002018-01-01335
Number of other retired or separated participants entitled to future benefits2018-01-0132
Total of all active and inactive participants2018-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01370
Number of participants with account balances2018-01-0181
2017: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01271
Number of other retired or separated participants entitled to future benefits2017-01-0124
Total of all active and inactive participants2017-01-01295
Total participants2017-01-01295
Number of participants with account balances2017-01-0145
2016: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01351
Total number of active participants reported on line 7a of the Form 55002016-01-01271
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01289
Total participants2016-01-01289
Number of participants with account balances2016-01-0154
2015: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01339
Total number of active participants reported on line 7a of the Form 55002015-01-01351
Number of other retired or separated participants entitled to future benefits2015-01-0113
Total of all active and inactive participants2015-01-01364
Total participants2015-01-01364
Number of participants with account balances2015-01-0175
2014: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01331
Total number of active participants reported on line 7a of the Form 55002014-01-01328
Number of other retired or separated participants entitled to future benefits2014-01-0111
Total of all active and inactive participants2014-01-01339
Total participants2014-01-01339
Number of participants with account balances2014-01-0161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01306
Total number of active participants reported on line 7a of the Form 55002013-01-01323
Number of other retired or separated participants entitled to future benefits2013-01-018
Total of all active and inactive participants2013-01-01331
Total participants2013-01-01331
Number of participants with account balances2013-01-0166
2012: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01304
Total number of active participants reported on line 7a of the Form 55002012-01-01299
Number of other retired or separated participants entitled to future benefits2012-01-017
Total of all active and inactive participants2012-01-01306
Total participants2012-01-01306
Number of participants with account balances2012-01-0158
2011: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01274
Total number of active participants reported on line 7a of the Form 55002011-01-01298
Number of other retired or separated participants entitled to future benefits2011-01-016
Total of all active and inactive participants2011-01-01304
Total participants2011-01-01304
Number of participants with account balances2011-01-0126
2010: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01292
Total number of active participants reported on line 7a of the Form 55002010-01-01282
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-016
Total of all active and inactive participants2010-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01288
Number of participants with account balances2010-01-0128
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01286
Total number of active participants reported on line 7a of the Form 55002009-01-01286
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-016
Total of all active and inactive participants2009-01-01292
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01292
Number of participants with account balances2009-01-0122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC.

Measure Date Value
2022 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$0
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$0
Total income from all sources (including contributions)2022-12-31$-114,843
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$420,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$418,028
Expenses. Certain deemed distributions of participant loans2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$59,758
Value of total assets at end of year2022-12-31$3,587,984
Value of total assets at beginning of year2022-12-31$4,123,135
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,280
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$84,698
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
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$59,758
Participant contributions at end of year2022-12-31$1,176
Participant contributions at beginning of year2022-12-31$1,177
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$0
Other income not declared elsewhere2022-12-31$0
Administrative expenses (other) incurred2022-12-31$2,280
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
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-535,151
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,587,984
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,123,135
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$160,076
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$192,029
Value of interest in pooled separate accounts at end of year2022-12-31$763,907
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,265,725
Interest on participant loans2022-12-31$0
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$84,698
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$2,662,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$2,664,204
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Net investment gain/loss from pooled separate accounts2022-12-31$-259,299
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$0
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$418,028
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
Aggregate proceeds on sale of assets2022-12-31$0
Aggregate carrying amount (costs) on sale of assets2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2022-12-31370818432
2021 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 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$376,054
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$229,223
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$226,481
Expenses. Certain deemed distributions of participant loans2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$94,656
Value of total assets at end of year2021-12-31$4,123,135
Value of total assets at beginning of year2021-12-31$3,976,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,742
Total interest from all sources2021-12-31$86,844
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$94,656
Participant contributions at end of year2021-12-31$1,177
Participant contributions at beginning of year2021-12-31$1,177
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$0
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$2,742
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$146,831
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,123,135
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,976,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$192,029
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$169,772
Value of interest in pooled separate accounts at end of year2021-12-31$1,265,725
Value of interest in pooled separate accounts at beginning of year2021-12-31$1,053,530
Interest on participant loans2021-12-31$0
Interest earned on other investments2021-12-31$86,844
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$2,664,204
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$2,751,825
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Net investment gain/loss from pooled separate accounts2021-12-31$194,554
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$226,481
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2021-12-31370818432
2020 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 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$698,488
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$689,825
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$689,252
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$418,328
Value of total assets at end of year2020-12-31$3,806,532
Value of total assets at beginning of year2020-12-31$3,797,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$573
Total interest from all sources2020-12-31$68,774
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$104,450
Participant contributions at end of year2020-12-31$1,177
Participant contributions at beginning of year2020-12-31$1,177
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$313,878
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$573
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$8,663
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,806,532
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,797,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$1,053,530
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,460,917
Interest on participant loans2020-12-31$0
Interest earned on other investments2020-12-31$68,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$2,751,825
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$2,335,775
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Net investment gain/loss from pooled separate accounts2020-12-31$211,386
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$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$689,252
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 name2020-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2020-12-31370818432
2019 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$585,690
Total of all expenses incurred2019-12-31$145,353
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$142,592
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$163,421
Value of total assets at end of year2019-12-31$3,954,676
Value of total assets at beginning of year2019-12-31$3,514,339
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,761
Total interest from all sources2019-12-31$64,794
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,241
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$132,187
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$31,234
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$440,337
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,954,676
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,514,339
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 registered invesment companies (eg mutual funds) at end of year2019-12-31$156,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$134,228
Value of interest in pooled separate accounts at end of year2019-12-31$1,460,918
Value of interest in pooled separate accounts at beginning of year2019-12-31$1,312,748
Interest earned on other investments2019-12-31$64,794
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$2,336,951
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,067,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,510
Net investment gain/loss from pooled separate accounts2019-12-31$332,724
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$142,592
Contract administrator fees2019-12-31$2,761
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
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 name2019-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2019-12-31370818432
2018 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$96,786
Total of all expenses incurred2018-12-31$51,783
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$48,704
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$172,065
Value of total assets at end of year2018-12-31$3,514,339
Value of total assets at beginning of year2018-12-31$3,469,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,079
Total interest from all sources2018-12-31$48,774
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,916
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$11,916
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$165,374
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$6,691
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$45,003
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,514,339
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,469,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$134,228
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$151,444
Value of interest in pooled separate accounts at end of year2018-12-31$1,312,748
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,129,323
Interest earned on other investments2018-12-31$48,774
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,067,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$2,188,569
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-26,619
Net investment gain/loss from pooled separate accounts2018-12-31$-109,350
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$48,704
Contract administrator fees2018-12-31$3,079
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
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 name2018-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2018-12-31370818432
2017 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$420,638
Total of all expenses incurred2017-12-31$31,747
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$29,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$166,810
Value of total assets at end of year2017-12-31$3,469,336
Value of total assets at beginning of year2017-12-31$3,080,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,390
Total interest from all sources2017-12-31$62,354
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$6,707
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$6,707
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$163,399
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$2,965
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$3,411
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$388,891
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,469,336
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,080,445
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$151,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$128,722
Value of interest in pooled separate accounts at end of year2017-12-31$1,129,323
Value of interest in pooled separate accounts at beginning of year2017-12-31$861,375
Interest earned on other investments2017-12-31$62,354
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$769
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$769
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$2,188,569
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$2,086,614
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$17,132
Net investment gain/loss from pooled separate accounts2017-12-31$167,635
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$29,357
Contract administrator fees2017-12-31$2,390
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
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 name2017-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2017-12-31370818432
2016 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$303,263
Total of all expenses incurred2016-12-31$16,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,419
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$162,100
Value of total assets at end of year2016-12-31$3,080,445
Value of total assets at beginning of year2016-12-31$2,793,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,243
Total interest from all sources2016-12-31$58,926
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,429
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,429
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$162,100
Participant contributions at end of year2016-12-31$2,965
Participant contributions at beginning of year2016-12-31$1,081
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$286,601
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,080,445
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,793,844
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$128,722
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$118,625
Value of interest in pooled separate accounts at end of year2016-12-31$861,375
Value of interest in pooled separate accounts at beginning of year2016-12-31$749,094
Interest earned on other investments2016-12-31$58,926
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$769
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,717
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,717
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$2,086,614
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,923,327
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,561
Net investment gain/loss from pooled separate accounts2016-12-31$71,247
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,419
Contract administrator fees2016-12-31$2,243
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
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 name2016-12-31KEMPER CPA GROUP LLP
Accountancy firm EIN2016-12-31370818432
2015 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$220,458
Total of all expenses incurred2015-12-31$374,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$372,111
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$176,425
Value of total assets at end of year2015-12-31$2,793,844
Value of total assets at beginning of year2015-12-31$2,947,573
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,076
Total interest from all sources2015-12-31$61,344
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,452
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$6,452
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$167,272
Participant contributions at end of year2015-12-31$1,081
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$9,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-153,729
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,793,844
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,947,573
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$118,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$127,117
Value of interest in pooled separate accounts at end of year2015-12-31$749,094
Value of interest in pooled separate accounts at beginning of year2015-12-31$685,307
Interest earned on other investments2015-12-31$61,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,717
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,923,327
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,133,804
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-12,802
Net investment gain/loss from pooled separate accounts2015-12-31$-10,961
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$372,111
Contract administrator fees2015-12-31$2,076
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
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 name2015-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2015-12-31370818432
2014 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$305,956
Total of all expenses incurred2014-12-31$319,505
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$317,587
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$166,063
Value of total assets at end of year2014-12-31$2,947,573
Value of total assets at beginning of year2014-12-31$2,961,122
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,918
Total interest from all sources2014-12-31$59,537
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,598
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$4,598
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$166,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-13,549
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,947,573
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,961,122
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$127,117
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$91,132
Value of interest in pooled separate accounts at end of year2014-12-31$685,307
Value of interest in pooled separate accounts at beginning of year2014-12-31$601,765
Interest earned on other investments2014-12-31$59,537
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,345
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$35,778
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$35,778
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,133,804
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,232,447
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,412
Net investment gain/loss from pooled separate accounts2014-12-31$77,170
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$317,587
Contract administrator fees2014-12-31$1,918
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2014-12-31KEMPER CPA GROUP
Accountancy firm EIN2014-12-31370818432
2013 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,195,977
Total of all expenses incurred2013-12-31$13,736
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$12,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,008,534
Value of total assets at end of year2013-12-31$2,961,122
Value of total assets at beginning of year2013-12-31$1,778,881
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,720
Total interest from all sources2013-12-31$51,496
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,948
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$3,948
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$156,842
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$851,692
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,182,241
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,961,122
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,778,881
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$91,132
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$110,458
Value of interest in pooled separate accounts at end of year2013-12-31$601,765
Value of interest in pooled separate accounts at beginning of year2013-12-31$394,308
Interest earned on other investments2013-12-31$51,496
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$35,778
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$2,423
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$2,423
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,232,447
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,271,692
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,518
Net investment gain/loss from pooled separate accounts2013-12-31$119,481
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$12,016
Contract administrator fees2013-12-31$1,720
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
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 name2013-12-31KEMPER CPA GROUP
Accountancy firm EIN2013-12-31370818432
2012 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$267,912
Total of all expenses incurred2012-12-31$6,224
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$171,719
Value of total assets at end of year2012-12-31$1,778,881
Value of total assets at beginning of year2012-12-31$1,517,193
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,557
Total interest from all sources2012-12-31$34,608
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,813
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,813
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$171,719
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$261,688
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,778,881
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,517,193
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$110,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$96,395
Value of interest in pooled separate accounts at end of year2012-12-31$394,308
Value of interest in pooled separate accounts at beginning of year2012-12-31$299,493
Interest earned on other investments2012-12-31$34,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$2,423
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,575
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,575
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,271,692
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,119,730
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$12,435
Net investment gain/loss from pooled separate accounts2012-12-31$46,337
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,667
Contract administrator fees2012-12-31$1,557
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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 name2012-12-31KEMPER CPA GROUP LLP
Accountancy firm EIN2012-12-31370818432
2011 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$186,345
Total of all expenses incurred2011-12-31$18,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$16,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$152,549
Value of total assets at end of year2011-12-31$1,517,193
Value of total assets at beginning of year2011-12-31$1,348,966
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,633
Total interest from all sources2011-12-31$29,630
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,140
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,140
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$152,549
Participant contributions at end of year2011-12-31$0
Participant contributions at beginning of year2011-12-31$1,887
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$168,227
Value of net assets at end of year (total assets less liabilities)2011-12-31$1,517,193
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$1,348,966
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$96,395
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$102,013
Value of interest in pooled separate accounts at end of year2011-12-31$299,493
Value of interest in pooled separate accounts at beginning of year2011-12-31$442,479
Interest earned on other investments2011-12-31$29,630
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,575
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,182
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,182
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,119,730
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$801,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,974
Net investment gain/loss from pooled separate accounts2011-12-31$8,000
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$16,485
Contract administrator fees2011-12-31$1,633
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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 name2011-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2011-12-31370818432
2010 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 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$1,542,127
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$842,051
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$840,696
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,431,393
Value of total assets at end of year2010-12-31$1,348,966
Value of total assets at beginning of year2010-12-31$648,890
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$1,355
Total interest from all sources2010-12-31$25,426
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,274
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$3,274
Was this plan covered by a fidelity bond2010-12-31No
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$153,622
Participant contributions at end of year2010-12-31$1,887
Participant contributions at beginning of year2010-12-31$1,887
Participant contributions at beginning of year2010-12-31$10,274
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$1,277,771
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$700,076
Value of net assets at end of year (total assets less liabilities)2010-12-31$1,348,966
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$648,890
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$102,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$90,342
Value of interest in pooled separate accounts at end of year2010-12-31$442,479
Value of interest in pooled separate accounts at beginning of year2010-12-31$125,334
Interest earned on other investments2010-12-31$25,426
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,182
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,851
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$801,405
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$419,202
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$8,040
Net investment gain/loss from pooled separate accounts2010-12-31$73,994
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 contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$840,696
Contract administrator fees2010-12-31$1,355
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 name2010-12-31BKD, LLP
Accountancy firm EIN2010-12-31440160260
2009 : 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 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 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC.

2022: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 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 benefit arrangement – InsuranceYes
2021: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 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 benefit arrangement – InsuranceYes
2020: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 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 benefit arrangement – InsuranceYes
2019: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2018: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan benefit arrangement – InsuranceYes
2017: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan benefit arrangement – InsuranceYes
2016: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan benefit arrangement – InsuranceYes
2015: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan benefit arrangement – InsuranceYes
2014: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: 403(B) TAX-DEFERRED ANNUITY PLAN OF EVANSVILLE GOODWILL INDUSTRIES, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01First time form 5500 has been submittedYes
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

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092
Policy instance 1
Insurance contract or identification number014092
Number of Individuals Covered82
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 $178
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees178
Additional information about fees paid to insurance brokerINCENTIVE COMPENSATION
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered86
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 $221
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees221
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered89
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 $221
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees221
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered90
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 $255
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees255
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP. PROGRAM
Insurance broker organization code?3
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered69
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 $304
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees304
Insurance broker organization code?3
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered75
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
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Insurance broker organization code?3
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered61
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 $1,141
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees1141
Additional information about fees paid to insurance brokerPORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?3
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered66
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 $187
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees187
Insurance broker organization code?3
Insurance broker name
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered58
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 $256
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees121
Insurance broker organization code?3
Insurance broker nameSARAH WIENCKEN
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092B
Policy instance 1
Insurance contract or identification number014092B
Number of Individuals Covered26
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 $6,179
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number014092-B
Policy instance 1
Insurance contract or identification number014092-B
Number of Individuals Covered282
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 $1,525
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees513
Additional information about fees paid to insurance brokerCOMPENSATION
Insurance broker organization code?3
Insurance broker nameERIC J OUSLEY

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