401k Plan data: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST plan

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 401k Plan overview

Plan Name	CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST
Plan identification number	003

CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

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

Company Name: GOODWILL INDUSTRIES OF NORTH LOUISIANA, INC.

Employer identification number (EIN): 720460816

NAIC Classification: 813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

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

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01 KAREN PETERS 2023-10-06
003 2021-01-01 KAREN PETERS 2022-07-08
003 2020-01-01
003 2019-01-01 KAREN PETERS 2020-04-30
003 2018-01-01
003 2017-01-01
003 2016-01-01
003 2015-01-01
003 2014-01-01 KAREN PETERS
003 2012-01-01 KAREN PETERS KAREN PETERS 2013-04-05
003 2011-07-01 KAREN PETERS KAREN PETERS 2012-04-05
003 2009-07-01 CARL MAYER CARL MAYER 2011-04-06
003 2008-07-01 DAVID BARR DAVID BARR 2010-12-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2022-01-01	KAREN PETERS	2023-10-06
003	2021-01-01	KAREN PETERS	2022-07-08
003	2020-01-01
003	2019-01-01	KAREN PETERS	2020-04-30
003	2018-01-01
003	2017-01-01
003	2016-01-01
003	2015-01-01
003	2014-01-01	KAREN PETERS
003	2012-01-01	KAREN PETERS		KAREN PETERS	2013-04-05
003	2011-07-01	KAREN PETERS		KAREN PETERS	2012-04-05
003	2009-07-01	CARL MAYER		CARL MAYER	2011-04-06
003	2008-07-01	DAVID BARR		DAVID BARR	2010-12-01

Plan Statistics for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

401k plan membership statisitcs for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure Date Value
2022: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year 2022-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 7
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 2
Total of all active and inactive participants 2022-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 9
Number of participants with account balances 2022-01-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year 2021-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 5
Number of retired or separated participants receiving benefits 2021-01-01 2
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 7
Number of participants with account balances 2021-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year 2020-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 4
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 6
Number of participants with account balances 2020-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year 2019-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 4
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 2
Total of all active and inactive participants 2019-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 6
Number of participants with account balances 2019-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year 2018-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 6
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 1
Total of all active and inactive participants 2018-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 7
Number of participants with account balances 2018-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year 2017-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 6
Number of retired or separated participants receiving benefits 2017-01-01 1
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 7
Number of participants with account balances 2017-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year 2016-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 8
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 1
Total of all active and inactive participants 2016-01-01 9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 9
Number of participants with account balances 2016-01-01 9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 5
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 1
Total of all active and inactive participants 2015-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 6
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year 2014-01-01 9
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 6
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 1
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2012: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year 2012-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 9
Total of all active and inactive participants 2012-01-01 9
Total participants 2012-01-01 9
Number of participants with account balances 2012-01-01 9
2011: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year 2011-07-01 8
Total number of active participants reported on line 7a of the Form 5500 2011-07-01 8
Total of all active and inactive participants 2011-07-01 8
Total participants 2011-07-01 8
Number of participants with account balances 2011-07-01 8
2009: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year 2009-07-01 7
Total number of active participants reported on line 7a of the Form 5500 2009-07-01 8
Number of retired or separated participants receiving benefits 2009-07-01 0
Number of other retired or separated participants entitled to future benefits 2009-07-01 0
Total of all active and inactive participants 2009-07-01 8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-07-01 0
Total participants 2009-07-01 8
Number of participants with account balances 2009-07-01 8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-07-01 0
2008: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year 2008-07-01 9
Total number of active participants reported on line 7a of the Form 5500 2008-07-01 7
Number of retired or separated participants receiving benefits 2008-07-01 0
Number of other retired or separated participants entitled to future benefits 2008-07-01 0
Total of all active and inactive participants 2008-07-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2008-07-01 0
Total participants 2008-07-01 7
Number of participants with account balances 2008-07-01 7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2008-07-01 0

Measure	Date	Value
2022: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k membership
Total participants, beginning-of-year	2022-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	7
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	2
Total of all active and inactive participants	2022-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	9
Number of participants with account balances	2022-01-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2021 401k membership
Total participants, beginning-of-year	2021-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	5
Number of retired or separated participants receiving benefits	2021-01-01	2
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	7
Number of participants with account balances	2021-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2020 401k membership
Total participants, beginning-of-year	2020-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	4
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	6
Number of participants with account balances	2020-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2019 401k membership
Total participants, beginning-of-year	2019-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	4
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	2
Total of all active and inactive participants	2019-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	6
Number of participants with account balances	2019-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2018 401k membership
Total participants, beginning-of-year	2018-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	6
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	1
Total of all active and inactive participants	2018-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	7
Number of participants with account balances	2018-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2017 401k membership
Total participants, beginning-of-year	2017-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	6
Number of retired or separated participants receiving benefits	2017-01-01	1
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	7
Number of participants with account balances	2017-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2016 401k membership
Total participants, beginning-of-year	2016-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	8
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	1
Total of all active and inactive participants	2016-01-01	9
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	9
Number of participants with account balances	2016-01-01	9
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	5
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	1
Total of all active and inactive participants	2015-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	6
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k membership
Total participants, beginning-of-year	2014-01-01	9
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	6
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	1
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2012: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k membership
Total participants, beginning-of-year	2012-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	9
Total of all active and inactive participants	2012-01-01	9
Total participants	2012-01-01	9
Number of participants with account balances	2012-01-01	9
2011: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k membership
Total participants, beginning-of-year	2011-07-01	8
Total number of active participants reported on line 7a of the Form 5500	2011-07-01	8
Total of all active and inactive participants	2011-07-01	8
Total participants	2011-07-01	8
Number of participants with account balances	2011-07-01	8
2009: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k membership
Total participants, beginning-of-year	2009-07-01	7
Total number of active participants reported on line 7a of the Form 5500	2009-07-01	8
Number of retired or separated participants receiving benefits	2009-07-01	0
Number of other retired or separated participants entitled to future benefits	2009-07-01	0
Total of all active and inactive participants	2009-07-01	8
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-07-01	0
Total participants	2009-07-01	8
Number of participants with account balances	2009-07-01	8
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-07-01	0
2008: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2008 401k membership
Total participants, beginning-of-year	2008-07-01	9
Total number of active participants reported on line 7a of the Form 5500	2008-07-01	7
Number of retired or separated participants receiving benefits	2008-07-01	0
Number of other retired or separated participants entitled to future benefits	2008-07-01	0
Total of all active and inactive participants	2008-07-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2008-07-01	0
Total participants	2008-07-01	7
Number of participants with account balances	2008-07-01	7
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2008-07-01	0

Financial Data on CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

Measure	Date	Value
2022 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 401k financial data
Total income from all sources	2022-12-31	$-38,296
Expenses. Total of all expenses incurred	2022-12-31	$2,485
Benefits paid (including direct rollovers)	2022-12-31	$2,383
Total plan assets at end of year	2022-12-31	$392,136
Total plan assets at beginning of year	2022-12-31	$432,917
Value of fidelity bond covering the plan	2022-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2022-12-31	$102
Other income received	2022-12-31	$-80,336
Net income (gross income less expenses)	2022-12-31	$-40,781
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$392,136
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$432,917
Total contributions received or receivable from employer(s)	2022-12-31	$42,040
2021 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2021 401k financial data
Total income from all sources	2021-12-31	$70,454
Expenses. Total of all expenses incurred	2021-12-31	$46,063
Benefits paid (including direct rollovers)	2021-12-31	$45,927
Total plan assets at end of year	2021-12-31	$432,917
Total plan assets at beginning of year	2021-12-31	$408,526
Value of fidelity bond covering the plan	2021-12-31	$100,000
Other income received	2021-12-31	$38,192
Net income (gross income less expenses)	2021-12-31	$24,391
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$432,917
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$408,526
Total contributions received or receivable from employer(s)	2021-12-31	$32,262
Expenses. Administrative service providers (salaries,fees and commissions)	2021-12-31	$136
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2021-12-31	$0
Minimum employer required contribution for this plan year	2021-12-31	$32,262
Amount contributed by the employer to the plan for this plan year	2021-12-31	$32,262
2020 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2020 401k financial data
Total income from all sources	2020-12-31	$99,442
Expenses. Total of all expenses incurred	2020-12-31	$144
Total plan assets at end of year	2020-12-31	$408,526
Total plan assets at beginning of year	2020-12-31	$309,228
Value of fidelity bond covering the plan	2020-12-31	$100,000
Other income received	2020-12-31	$64,323
Net income (gross income less expenses)	2020-12-31	$99,298
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$408,526
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$309,228
Total contributions received or receivable from employer(s)	2020-12-31	$35,119
Expenses. Administrative service providers (salaries,fees and commissions)	2020-12-31	$144
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$35,119
Amount contributed by the employer to the plan for this plan year	2020-12-31	$35,119
2019 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2019 401k financial data
Total income from all sources	2019-12-31	$78,176
Expenses. Total of all expenses incurred	2019-12-31	$24,109
Benefits paid (including direct rollovers)	2019-12-31	$23,961
Total plan assets at end of year	2019-12-31	$309,228
Total plan assets at beginning of year	2019-12-31	$255,161
Value of fidelity bond covering the plan	2019-12-31	$100,000
Other income received	2019-12-31	$43,244
Net income (gross income less expenses)	2019-12-31	$54,067
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$309,228
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$255,161
Total contributions received or receivable from employer(s)	2019-12-31	$34,932
Expenses. Administrative service providers (salaries,fees and commissions)	2019-12-31	$148
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2019-12-31	$0
Minimum employer required contribution for this plan year	2019-12-31	$34,932
Amount contributed by the employer to the plan for this plan year	2019-12-31	$34,932
2018 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2018 401k financial data
Total income from all sources	2018-12-31	$26,732
Expenses. Total of all expenses incurred	2018-12-31	$168
Total plan assets at end of year	2018-12-31	$255,161
Total plan assets at beginning of year	2018-12-31	$228,597
Value of fidelity bond covering the plan	2018-12-31	$100,000
Other income received	2018-12-31	$-17,329
Net income (gross income less expenses)	2018-12-31	$26,564
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$255,161
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$228,597
Total contributions received or receivable from employer(s)	2018-12-31	$44,061
Expenses. Administrative service providers (salaries,fees and commissions)	2018-12-31	$168
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$44,061
Amount contributed by the employer to the plan for this plan year	2018-12-31	$44,061
2017 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2017 401k financial data
Total income from all sources	2017-12-31	$65,800
Expenses. Total of all expenses incurred	2017-12-31	$35,670
Benefits paid (including direct rollovers)	2017-12-31	$35,492
Total plan assets at end of year	2017-12-31	$228,597
Total plan assets at beginning of year	2017-12-31	$198,467
Value of fidelity bond covering the plan	2017-12-31	$100,000
Other income received	2017-12-31	$26,373
Net income (gross income less expenses)	2017-12-31	$30,130
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$228,597
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$198,467
Total contributions received or receivable from employer(s)	2017-12-31	$39,427
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-31	$178
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$35,492
Amount contributed by the employer to the plan for this plan year	2017-12-31	$35,492
2016 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2016 401k financial data
Total income from all sources	2016-12-31	$46,318
Expenses. Total of all expenses incurred	2016-12-31	$153
Total plan assets at end of year	2016-12-31	$198,467
Total plan assets at beginning of year	2016-12-31	$152,302
Value of fidelity bond covering the plan	2016-12-31	$100,000
Other income received	2016-12-31	$8,372
Net income (gross income less expenses)	2016-12-31	$46,165
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$198,467
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$152,302
Total contributions received or receivable from employer(s)	2016-12-31	$37,946
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$153
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2016-12-31	$0
Minimum employer required contribution for this plan year	2016-12-31	$37,946
Amount contributed by the employer to the plan for this plan year	2016-12-31	$37,946
2015 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2015 401k financial data
Total income from all sources	2015-12-31	$44,436
Expenses. Total of all expenses incurred	2015-12-31	$152,054
Benefits paid (including direct rollovers)	2015-12-31	$151,933
Total plan assets at end of year	2015-12-31	$152,302
Total plan assets at beginning of year	2015-12-31	$259,920
Value of fidelity bond covering the plan	2015-12-31	$100,000
Other income received	2015-12-31	$2,176
Net income (gross income less expenses)	2015-12-31	$-107,618
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$152,302
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$259,920
Assets. Value of participant loans	2015-12-31	$2,288
Total contributions received or receivable from employer(s)	2015-12-31	$42,260
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$121
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$42,260
Amount contributed by the employer to the plan for this plan year	2015-12-31	$42,260
2014 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2014 401k financial data
Total income from all sources	2014-12-31	$39,429
Expenses. Total of all expenses incurred	2014-12-31	$242,484
Benefits paid (including direct rollovers)	2014-12-31	$242,349
Total plan assets at end of year	2014-12-31	$259,920
Total plan assets at beginning of year	2014-12-31	$462,975
Value of fidelity bond covering the plan	2014-12-31	$100,000
Other income received	2014-12-31	$10,543
Net income (gross income less expenses)	2014-12-31	$-203,055
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$259,920
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$462,975
Assets. Value of participant loans	2014-12-31	$12,166
Total contributions received or receivable from employer(s)	2014-12-31	$28,886
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$135
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$28,886
Amount contributed by the employer to the plan for this plan year	2014-12-31	$28,886
2012 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 401k financial data
Total income from all sources	2012-12-31	$83,453
Expenses. Total of all expenses incurred	2012-12-31	$74,473
Benefits paid (including direct rollovers)	2012-12-31	$74,274
Total plan assets at end of year	2012-12-31	$359,858
Total plan assets at beginning of year	2012-12-31	$350,878
Value of fidelity bond covering the plan	2012-12-31	$25,000
Other income received	2012-12-31	$41,353
Net income (gross income less expenses)	2012-12-31	$8,980
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$359,858
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$350,878
Assets. Value of participant loans	2012-12-31	$19,113
Total contributions received or receivable from employer(s)	2012-12-31	$42,100
Expenses. Administrative service providers (salaries,fees and commissions)	2012-12-31	$199
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$42,100
Amount contributed by the employer to the plan for this plan year	2012-12-31	$42,100
2011 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 401k financial data
Total income from all sources	2011-12-31	$-10,491
Expenses. Total of all expenses incurred	2011-12-31	$96
Total plan assets at end of year	2011-12-31	$350,878
Total plan assets at beginning of year	2011-12-31	$361,465
Value of fidelity bond covering the plan	2011-12-31	$25,000
Other income received	2011-12-31	$-30,936
Net income (gross income less expenses)	2011-12-31	$-10,587
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$350,878
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$361,465
Assets. Value of participant loans	2011-12-31	$19,113
Total contributions received or receivable from employer(s)	2011-12-31	$20,445
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$96
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Funding deficiency by the employer to the plan for this plan year	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$20,445
Amount contributed by the employer to the plan for this plan year	2011-12-31	$20,445
Total income from all sources	2011-06-30	$114,319
Expenses. Total of all expenses incurred	2011-06-30	$11,069
Benefits paid (including direct rollovers)	2011-06-30	$10,867
Total plan assets at end of year	2011-06-30	$361,465
Total plan assets at beginning of year	2011-06-30	$258,215
Value of fidelity bond covering the plan	2011-06-30	$25,000
Other income received	2011-06-30	$70,365
Net income (gross income less expenses)	2011-06-30	$103,250
Net plan assets at end of year (total assets less liabilities)	2011-06-30	$361,465
Net plan assets at beginning of year (total assets less liabilities)	2011-06-30	$258,215
Total contributions received or receivable from employer(s)	2011-06-30	$43,954
Expenses. Administrative service providers (salaries,fees and commissions)	2011-06-30	$202
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2011-06-30	$0
Minimum employer required contribution for this plan year	2011-06-30	$43,954
Amount contributed by the employer to the plan for this plan year	2011-06-30	$43,954
2010 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2010-06-30	$0
Minimum employer required contribution for this plan year	2010-06-30	$54,012
Amount contributed by the employer to the plan for this plan year	2010-06-30	$54,012
2009 : CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-06-30	$0
Funding deficiency by the employer to the plan for this plan year	2009-06-30	$0
Minimum employer required contribution for this plan year	2009-06-30	$37,108
Amount contributed by the employer to the plan for this plan year	2009-06-30	$37,108

Form 5500 Responses for CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST

2022: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 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	No
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 benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2012: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2011 form 5500 responses
2011-07-01	Type of plan entity	Single employer plan
2011-07-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-07-01	Plan funding arrangement – Insurance	Yes
2011-07-01	Plan funding arrangement – Trust	Yes
2011-07-01	Plan benefit arrangement – Insurance	Yes
2011-07-01	Plan benefit arrangement - Trust	Yes
2009: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2009 form 5500 responses
2009-07-01	Type of plan entity	Single employer plan
2009-07-01	This submission is the final filing	No
2009-07-01	Plan funding arrangement – Insurance	Yes
2009-07-01	Plan funding arrangement – Trust	Yes
2009-07-01	Plan benefit arrangement – Insurance	Yes
2009-07-01	Plan benefit arrangement - Trust	Yes
2008: CONTRACTORS AND EMPLOYEES RETIREMENT PLAN & TRUST 2008 form 5500 responses
2008-07-01	Type of plan entity	Single employer plan
2008-07-01	This submission is the final filing	No
2008-07-01	Plan funding arrangement – Insurance	Yes
2008-07-01	Plan funding arrangement – Trust	Yes
2008-07-01	Plan benefit arrangement – Insurance	Yes
2008-07-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	9
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
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	No
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
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 number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	7
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28
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 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?	Yes
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	6
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $28
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 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?	Yes
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	28
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	6
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $57
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 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?	Yes
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	57
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	7
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $151
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 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?	Yes
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	151
Additional information about fees paid to insurance broker	FEES
Insurance broker organization code?	3

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	7
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $38
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 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?	Yes
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	38
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	DALLAS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	9
Insurance policy start date	2016-01-01
Insurance policy end date	2016-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $57
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	57
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	DALLAS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	6
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $26
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	26
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	DALLAS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	7
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $136
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?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	136
Additional information about fees paid to insurance broker	INCENTIVE COMP. PROGRAM
Insurance broker organization code?	3
Insurance broker name	DALLAS REGIONAL OFFICE

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	9
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $139
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Amount paid for insurance broker fees	52
Additional information about fees paid to insurance broker	PORTION OF INCENTIVE COMP PROGRAM
Insurance broker organization code?	3
Insurance broker name	GORDON S. ESTES

MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )

Policy contract number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	8
Insurance policy start date	2011-07-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $150
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 guaranteed investment?	Yes
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 number

056940-I

Policy instance

Insurance contract or identification number	056940-I
Number of Individuals Covered	8
Insurance policy start date	2010-07-01
Insurance policy end date	2011-06-30
Total amount of commissions paid to insurance broker	USD $197
Total amount of fees paid to insurance company	USD $0
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 guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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