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GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN
Plan identification number 002

GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 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 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
Employer identification number (EIN):010284340
NAIC Classification:624310
NAIC Description:Vocational Rehabilitation Services

Additional information about GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND

Jurisdiction of Incorporation: Maine Bureau of Corporations, Elections & Commissions
Incorporation Date:
Company Identification Number: 19680068ND

More information about GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-07-01
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01RUSSELL FRENCH
0022016-07-01RUSSELL FRENCH RUSSELL FRENCH2018-04-13
0022015-07-01RUSSELL FRENCH RUSSELL FRENCH2017-03-23
0022014-07-01KERRI ROY
0022013-07-01KELLI DAMORE
0022012-07-01STEVEN TSELIKIS STEVEN TSELIKIS2014-01-28
0022011-07-01STEVEN TSELIKIS
0022010-07-01STEVEN TSELIKIS
0022009-07-01STEVEN TSELIKIS

Plan Statistics for GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2022 401k membership
Total participants, beginning-of-year2022-07-012,460
Total number of active participants reported on line 7a of the Form 55002022-07-011,118
Number of retired or separated participants receiving benefits2022-07-012
Number of other retired or separated participants entitled to future benefits2022-07-01129
Total of all active and inactive participants2022-07-011,249
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-07-010
Total participants2022-07-011,249
Number of participants with account balances2022-07-01402
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-07-0128
2021: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-012,691
Total number of active participants reported on line 7a of the Form 55002021-07-012,236
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-01223
Total of all active and inactive participants2021-07-012,459
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-011
Total participants2021-07-012,460
Number of participants with account balances2021-07-01484
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-07-0132
2020: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-012,693
Total number of active participants reported on line 7a of the Form 55002020-07-012,472
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-01217
Total of all active and inactive participants2020-07-012,689
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-011
Total participants2020-07-012,690
Number of participants with account balances2020-07-01463
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-0142
2019: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-013,087
Total number of active participants reported on line 7a of the Form 55002019-07-012,532
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-01158
Total of all active and inactive participants2019-07-012,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-010
Total participants2019-07-012,690
Number of participants with account balances2019-07-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-0136
2018: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-011,973
Total number of active participants reported on line 7a of the Form 55002018-07-012,972
Number of retired or separated participants receiving benefits2018-07-011
Number of other retired or separated participants entitled to future benefits2018-07-01104
Total of all active and inactive participants2018-07-013,077
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-010
Total participants2018-07-013,077
Number of participants with account balances2018-07-01394
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-0140
2017: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-012,111
Total number of active participants reported on line 7a of the Form 55002017-07-011,888
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-0184
Total of all active and inactive participants2017-07-011,972
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-011
Total participants2017-07-011,973
Number of participants with account balances2017-07-01338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-0117
2016: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-012,092
Total number of active participants reported on line 7a of the Form 55002016-07-011,853
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-0174
Total of all active and inactive participants2016-07-011,927
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-012
Total participants2016-07-011,929
Number of participants with account balances2016-07-01304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-0118
2015: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-012,089
Total number of active participants reported on line 7a of the Form 55002015-07-012,006
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-0178
Total of all active and inactive participants2015-07-012,084
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-011
Total participants2015-07-012,085
Number of participants with account balances2015-07-01308
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-0121
2014: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-012,851
Total number of active participants reported on line 7a of the Form 55002014-07-012,836
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-0162
Total of all active and inactive participants2014-07-012,898
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-011
Total participants2014-07-012,899
Number of participants with account balances2014-07-01306
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-0116
2013: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-012,458
Total number of active participants reported on line 7a of the Form 55002013-07-012,414
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-0155
Total of all active and inactive participants2013-07-012,469
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-011
Total participants2013-07-012,470
Number of participants with account balances2013-07-01299
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-0118
2012: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-011,886
Total number of active participants reported on line 7a of the Form 55002012-07-012,237
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-0138
Total of all active and inactive participants2012-07-012,275
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-010
Total participants2012-07-012,275
Number of participants with account balances2012-07-01295
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-013
2011: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-011,665
Total number of active participants reported on line 7a of the Form 55002011-07-011,777
Number of retired or separated participants receiving benefits2011-07-010
Number of other retired or separated participants entitled to future benefits2011-07-0144
Total of all active and inactive participants2011-07-011,821
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-010
Total participants2011-07-011,821
Number of participants with account balances2011-07-01291
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-0132
2010: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-011,484
Total number of active participants reported on line 7a of the Form 55002010-07-011,597
Number of retired or separated participants receiving benefits2010-07-0112
Number of other retired or separated participants entitled to future benefits2010-07-0140
Total of all active and inactive participants2010-07-011,649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-010
Total participants2010-07-011,649
Number of participants with account balances2010-07-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-0113
2009: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-011,300
Total number of active participants reported on line 7a of the Form 55002009-07-011,539
Number of retired or separated participants receiving benefits2009-07-012
Number of other retired or separated participants entitled to future benefits2009-07-0133
Total of all active and inactive participants2009-07-011,574
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-010
Total participants2009-07-011,574
Number of participants with account balances2009-07-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-015

Financial Data on GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN

Measure Date Value
2023 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-06-30$0
Total income from all sources (including contributions)2023-06-30$2,845,519
Total loss/gain on sale of assets2023-06-30$0
Total of all expenses incurred2023-06-30$994,534
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-06-30$947,726
Value of total corrective distributions2023-06-30$6,480
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-06-30$1,417,149
Value of total assets at end of year2023-06-30$12,634,091
Value of total assets at beginning of year2023-06-30$10,783,106
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-06-30$40,328
Total interest from all sources2023-06-30$14,069
Total dividends received (eg from common stock, registered investment company shares)2023-06-30$1,037,960
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2023-06-30$1,037,960
Was this plan covered by a fidelity bond2023-06-30Yes
Value of fidelity bond cover2023-06-30$600,000
If this is an individual account plan, was there a blackout period2023-06-30No
Were there any nonexempt tranactions with any party-in-interest2023-06-30No
Contributions received from participants2023-06-30$851,079
Participant contributions at end of year2023-06-30$19,949
Participant contributions at beginning of year2023-06-30$18,528
Income. Received or receivable in cash from other sources (including rollovers)2023-06-30$313,076
Other income not declared elsewhere2023-06-30$-141
Administrative expenses (other) incurred2023-06-30$40,328
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Value of net income/loss2023-06-30$1,850,985
Value of net assets at end of year (total assets less liabilities)2023-06-30$12,634,091
Value of net assets at beginning of year (total assets less liabilities)2023-06-30$10,783,106
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2023-06-30No
Were any leases to which the plan was party in default or uncollectible2023-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-06-30$11,493,831
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-06-30$9,877,514
Interest on participant loans2023-06-30$827
Interest earned on other investments2023-06-30$13,242
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-06-30$1,120,311
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-06-30$887,064
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-06-30$376,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-06-30No
Was there a failure to transmit to the plan any participant contributions2023-06-30No
Has the plan failed to provide any benefit when due under the plan2023-06-30No
Contributions received in cash from employer2023-06-30$252,994
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-06-30$947,726
Did the plan have assets held for investment2023-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-06-30No
Opinion of an independent qualified public accountant for this plan2023-06-30Unqualified
Accountancy firm name2023-06-30BERRY DUNN
Accountancy firm EIN2023-06-30010523282
2022 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total transfer of assets to this plan2022-06-30$8,967
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-708,181
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$1,144,904
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$1,094,506
Value of total corrective distributions2022-06-30$5,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$1,335,586
Value of total assets at end of year2022-06-30$10,783,106
Value of total assets at beginning of year2022-06-30$12,627,224
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$45,377
Total interest from all sources2022-06-30$9,772
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$900,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2022-06-30$900,089
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$600,000
If this is an individual account plan, was there a blackout period2022-06-30No
Were there any nonexempt tranactions with any party-in-interest2022-06-30No
Contributions received from participants2022-06-30$811,396
Participant contributions at end of year2022-06-30$18,528
Participant contributions at beginning of year2022-06-30$10,322
Income. Received or receivable in cash from other sources (including rollovers)2022-06-30$265,222
Other income not declared elsewhere2022-06-30$4,768
Administrative expenses (other) incurred2022-06-30$45,377
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-1,853,085
Value of net assets at end of year (total assets less liabilities)2022-06-30$10,783,106
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$12,627,224
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-06-30$9,877,514
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-06-30$11,783,734
Interest on participant loans2022-06-30$640
Interest earned on other investments2022-06-30$9,132
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-06-30$887,064
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-06-30$833,168
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-06-30$-2,958,396
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Contributions received in cash from employer2022-06-30$258,968
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$1,094,506
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30BERRY DUNN
Accountancy firm EIN2022-06-30010523282
2021 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$3,954,319
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$1,343,930
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$1,294,317
Value of total corrective distributions2021-06-30$7,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$916,732
Value of total assets at end of year2021-06-30$12,627,224
Value of total assets at beginning of year2021-06-30$10,016,835
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$42,088
Total interest from all sources2021-06-30$11,024
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$562,618
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$562,618
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$600,000
If this is an individual account plan, was there a blackout period2021-06-30No
Were there any nonexempt tranactions with any party-in-interest2021-06-30No
Contributions received from participants2021-06-30$710,463
Participant contributions at end of year2021-06-30$10,322
Participant contributions at beginning of year2021-06-30$27,792
Income. Received or receivable in cash from other sources (including rollovers)2021-06-30$110,979
Other income not declared elsewhere2021-06-30$163
Administrative expenses (other) incurred2021-06-30$42,088
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$2,610,389
Value of net assets at end of year (total assets less liabilities)2021-06-30$12,627,224
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$10,016,835
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$11,783,734
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$9,197,893
Interest on participant loans2021-06-30$965
Interest earned on other investments2021-06-30$10,059
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-06-30$833,168
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-06-30$791,150
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$2,463,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30No
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Contributions received in cash from employer2021-06-30$95,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$1,294,317
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Disclaimer
Accountancy firm name2021-06-30BERRY DUNN
Accountancy firm EIN2021-06-30010523282
2020 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-06-30$0
Total income from all sources (including contributions)2020-06-30$1,434,971
Total loss/gain on sale of assets2020-06-30$0
Total of all expenses incurred2020-06-30$1,008,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$969,151
Value of total corrective distributions2020-06-30$6,201
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-06-30$990,617
Value of total assets at end of year2020-06-30$10,016,835
Value of total assets at beginning of year2020-06-30$9,590,465
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$33,249
Total interest from all sources2020-06-30$16,397
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$607,640
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$607,640
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$600,000
If this is an individual account plan, was there a blackout period2020-06-30No
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Contributions received from participants2020-06-30$730,844
Participant contributions at end of year2020-06-30$27,792
Participant contributions at beginning of year2020-06-30$27,671
Income. Received or receivable in cash from other sources (including rollovers)2020-06-30$54,214
Other income not declared elsewhere2020-06-30$612
Administrative expenses (other) incurred2020-06-30$33,249
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$426,370
Value of net assets at end of year (total assets less liabilities)2020-06-30$10,016,835
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$9,590,465
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$9,197,893
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$8,484,395
Interest on participant loans2020-06-30$1,653
Interest earned on other investments2020-06-30$14,744
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-06-30$791,150
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-06-30$1,078,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$-180,479
Net investment gain/loss from pooled separate accounts2020-06-30$184
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30No
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Contributions received in cash from employer2020-06-30$205,559
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$969,151
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30BERRY DUNN
Accountancy firm EIN2020-06-30010523282
2019 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-06-30$0
Total income from all sources (including contributions)2019-06-30$1,728,684
Total loss/gain on sale of assets2019-06-30$0
Total of all expenses incurred2019-06-30$1,426,652
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$1,385,379
Value of total corrective distributions2019-06-30$10,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-06-30$1,237,191
Value of total assets at end of year2019-06-30$9,590,465
Value of total assets at beginning of year2019-06-30$9,288,433
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$31,048
Total interest from all sources2019-06-30$20,393
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$519,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$519,134
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$600,000
If this is an individual account plan, was there a blackout period2019-06-30No
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Contributions received from participants2019-06-30$715,028
Participant contributions at end of year2019-06-30$27,671
Participant contributions at beginning of year2019-06-30$11,508
Income. Received or receivable in cash from other sources (including rollovers)2019-06-30$283,467
Other income not declared elsewhere2019-06-30$1,605
Administrative expenses (other) incurred2019-06-30$31,048
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$302,032
Value of net assets at end of year (total assets less liabilities)2019-06-30$9,590,465
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$9,288,433
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Value of interest in pooled separate accounts at end of year2019-06-30$8,484,395
Value of interest in pooled separate accounts at beginning of year2019-06-30$7,701,367
Interest on participant loans2019-06-30$377
Interest earned on other investments2019-06-30$20,016
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-06-30$1,078,399
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-06-30$1,575,558
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$-49,828
Net investment gain/loss from pooled separate accounts2019-06-30$189
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30No
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Contributions received in cash from employer2019-06-30$238,696
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$1,385,379
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30BERRY DUNN
Accountancy firm EIN2019-06-30010523282
2018 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$1,825,402
Total of all expenses incurred2018-06-30$858,306
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$839,885
Expenses. Certain deemed distributions of participant loans2018-06-30$6,371
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-06-30$1,043,516
Value of total assets at end of year2018-06-30$9,288,433
Value of total assets at beginning of year2018-06-30$8,321,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$12,050
Total interest from all sources2018-06-30$559
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$600,000
If this is an individual account plan, was there a blackout period2018-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Contributions received from participants2018-06-30$653,030
Participant contributions at end of year2018-06-30$11,508
Participant contributions at beginning of year2018-06-30$4,799
Income. Received or receivable in cash from other sources (including rollovers)2018-06-30$202,755
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$967,096
Value of net assets at end of year (total assets less liabilities)2018-06-30$9,288,433
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$8,321,337
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Value of interest in pooled separate accounts at end of year2018-06-30$7,701,367
Value of interest in pooled separate accounts at beginning of year2018-06-30$7,276,862
Interest on participant loans2018-06-30$347
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-06-30$212
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-06-30$1,575,558
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-06-30$1,039,676
Net investment gain/loss from pooled separate accounts2018-06-30$781,327
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30No
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Contributions received in cash from employer2018-06-30$187,731
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$839,885
Contract administrator fees2018-06-30$12,050
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30BERRY DUNN
Accountancy firm EIN2018-06-30010523282
2017 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2017 401k financial data
Total income from all sources (including contributions)2017-06-30$1,830,353
Total of all expenses incurred2017-06-30$1,199,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$1,197,981
Expenses. Certain deemed distributions of participant loans2017-06-30$-3,141
Value of total corrective distributions2017-06-30$3,987
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-06-30$842,401
Value of total assets at end of year2017-06-30$8,321,337
Value of total assets at beginning of year2017-06-30$7,690,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$913
Total interest from all sources2017-06-30$27,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Administrative expenses professional fees incurred2017-06-30$913
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$600,000
If this is an individual account plan, was there a blackout period2017-06-30No
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Contributions received from participants2017-06-30$630,325
Participant contributions at end of year2017-06-30$4,799
Participant contributions at beginning of year2017-06-30$11,659
Income. Received or receivable in cash from other sources (including rollovers)2017-06-30$6,684
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$630,613
Value of net assets at end of year (total assets less liabilities)2017-06-30$8,321,337
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$7,690,724
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Value of interest in pooled separate accounts at end of year2017-06-30$7,276,862
Value of interest in pooled separate accounts at beginning of year2017-06-30$6,657,137
Interest on participant loans2017-06-30$293
Interest earned on other investments2017-06-30$26,219
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-06-30$560
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-06-30$1,039,676
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-06-30$1,021,928
Net investment gain/loss from pooled separate accounts2017-06-30$960,880
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30No
Was there a failure to transmit to the plan any participant contributions2017-06-30Yes
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Contributions received in cash from employer2017-06-30$205,392
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$1,197,981
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30BERRY DUNN
Accountancy firm EIN2017-06-30010523282
2016 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$625,188
Total of all expenses incurred2016-06-30$593,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$570,964
Expenses. Certain deemed distributions of participant loans2016-06-30$7,109
Value of total corrective distributions2016-06-30$15,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$681,023
Value of total assets at end of year2016-06-30$7,690,724
Value of total assets at beginning of year2016-06-30$7,659,295
Total interest from all sources2016-06-30$24,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$600,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$586,212
Participant contributions at end of year2016-06-30$11,659
Participant contributions at beginning of year2016-06-30$9,890
Participant contributions at beginning of year2016-06-30$23,172
Income. Received or receivable in cash from other sources (including rollovers)2016-06-30$17,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$31,429
Value of net assets at end of year (total assets less liabilities)2016-06-30$7,690,724
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$7,659,295
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Value of interest in pooled separate accounts at end of year2016-06-30$6,657,137
Value of interest in pooled separate accounts at beginning of year2016-06-30$6,507,680
Interest on participant loans2016-06-30$519
Interest earned on other investments2016-06-30$23,047
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-06-30$650
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-06-30$1,021,928
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-06-30$1,118,553
Net investment gain/loss from pooled separate accounts2016-06-30$-80,051
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$77,490
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$570,964
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BERRY DUNN
Accountancy firm EIN2016-06-30010523282
2015 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$1,290,171
Total of all expenses incurred2015-06-30$1,177,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$1,177,431
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$1,003,744
Value of total assets at end of year2015-06-30$7,659,295
Value of total assets at beginning of year2015-06-30$7,546,555
Total interest from all sources2015-06-30$511
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$600,000
If this is an individual account plan, was there a blackout period2015-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$637,238
Participant contributions at end of year2015-06-30$9,890
Participant contributions at beginning of year2015-06-30$29,401
Participant contributions at end of year2015-06-30$23,172
Income. Received or receivable in cash from other sources (including rollovers)2015-06-30$149,255
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$112,740
Value of net assets at end of year (total assets less liabilities)2015-06-30$7,659,295
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$7,546,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Value of interest in pooled separate accounts at end of year2015-06-30$6,507,680
Value of interest in pooled separate accounts at beginning of year2015-06-30$6,414,635
Interest on participant loans2015-06-30$511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-06-30$1,118,553
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-06-30$1,102,519
Net investment gain/loss from pooled separate accounts2015-06-30$285,916
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$217,251
Employer contributions (assets) at end of year2015-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$1,177,431
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BERRY DUNN
Accountancy firm EIN2015-06-30010523282
2014 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$1,823,865
Total of all expenses incurred2014-06-30$997,142
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$997,142
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$796,762
Value of total assets at end of year2014-06-30$7,546,555
Value of total assets at beginning of year2014-06-30$6,719,832
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$700,000
If this is an individual account plan, was there a blackout period2014-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$608,440
Participant contributions at end of year2014-06-30$29,401
Participant contributions at beginning of year2014-06-30$43,168
Income. Received or receivable in cash from other sources (including rollovers)2014-06-30$1,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$826,723
Value of net assets at end of year (total assets less liabilities)2014-06-30$7,546,555
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$6,719,832
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Value of interest in pooled separate accounts at end of year2014-06-30$6,414,635
Value of interest in pooled separate accounts at beginning of year2014-06-30$5,287,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-06-30$1,102,519
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-06-30$1,389,475
Net investment gain/loss from pooled separate accounts2014-06-30$1,027,103
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$186,666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$997,142
Contract administrator fees2014-06-30$0
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30BERRY DUNN
Accountancy firm EIN2014-06-30010523282
2013 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$1,722,720
Total of all expenses incurred2013-06-30$390,809
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$390,809
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$1,094,908
Value of total assets at end of year2013-06-30$6,719,832
Value of total assets at beginning of year2013-06-30$5,387,921
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$0
Total interest from all sources2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$0
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$700,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$673,965
Participant contributions at end of year2013-06-30$43,168
Participant contributions at beginning of year2013-06-30$18,796
Income. Received or receivable in cash from other sources (including rollovers)2013-06-30$216,740
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Income. Non cash contributions2013-06-30$0
Value of net income/loss2013-06-30$1,331,911
Value of net assets at end of year (total assets less liabilities)2013-06-30$6,719,832
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$5,387,921
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Value of interest in pooled separate accounts at end of year2013-06-30$5,287,189
Value of interest in pooled separate accounts at beginning of year2013-06-30$4,041,220
Interest on participant loans2013-06-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-06-30$1,389,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-06-30$1,327,905
Expenses. Payments to insurance carriers foe the provision of benefits2013-06-30$0
Net investment gain/loss from pooled separate accounts2013-06-30$627,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$204,203
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$390,809
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30BERRY DUNN
Accountancy firm EIN2013-06-30010523282
2012 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2012 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$0
Total income from all sources (including contributions)2012-06-30$791,088
Total of all expenses incurred2012-06-30$624,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$624,227
Expenses. Certain deemed distributions of participant loans2012-06-30$0
Value of total corrective distributions2012-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$807,331
Value of total assets at end of year2012-06-30$5,387,921
Value of total assets at beginning of year2012-06-30$5,221,060
Total interest from all sources2012-06-30$36,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$600,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$621,549
Participant contributions at end of year2012-06-30$18,796
Participant contributions at beginning of year2012-06-30$37,076
Participant contributions at beginning of year2012-06-30$35,531
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$4,349
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$166,861
Value of net assets at end of year (total assets less liabilities)2012-06-30$5,387,921
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$5,221,060
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Value of interest in pooled separate accounts at end of year2012-06-30$4,041,220
Value of interest in pooled separate accounts at beginning of year2012-06-30$4,033,258
Interest on participant loans2012-06-30$0
Interest earned on other investments2012-06-30$36,258
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-06-30$1,327,905
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-06-30$1,103,406
Expenses. Payments to insurance carriers foe the provision of benefits2012-06-30$0
Net investment gain/loss from pooled separate accounts2012-06-30$-52,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$181,433
Employer contributions (assets) at beginning of year2012-06-30$11,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$624,227
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30BERRY DUNN
Accountancy firm EIN2012-06-30010523282
2011 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-06-30$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-06-30$0
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total transfer of assets to this plan2011-06-30$0
Total transfer of assets from this plan2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$0
Expenses. Interest paid2011-06-30$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022011-06-30$0
Total income from all sources (including contributions)2011-06-30$1,697,514
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$327,979
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$327,979
Expenses. Certain deemed distributions of participant loans2011-06-30$0
Value of total corrective distributions2011-06-30$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$975,602
Value of total assets at end of year2011-06-30$5,221,060
Value of total assets at beginning of year2011-06-30$3,851,525
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$0
Total income from rents2011-06-30$0
Total interest from all sources2011-06-30$374
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$0
Administrative expenses professional fees incurred2011-06-30$0
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$1,000,000
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$643,149
Participant contributions at end of year2011-06-30$37,076
Participant contributions at beginning of year2011-06-30$21,522
Participant contributions at end of year2011-06-30$35,531
Participant contributions at beginning of year2011-06-30$33,180
Income. Received or receivable in cash from other sources (including rollovers)2011-06-30$124,505
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-06-30$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-06-30$0
Other income not declared elsewhere2011-06-30$0
Administrative expenses (other) incurred2011-06-30$0
Total non interest bearing cash at end of year2011-06-30$0
Total non interest bearing cash at beginning of year2011-06-30$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$1,369,535
Value of net assets at end of year (total assets less liabilities)2011-06-30$5,221,060
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$3,851,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$0
Value of interest in pooled separate accounts at end of year2011-06-30$4,033,258
Value of interest in pooled separate accounts at beginning of year2011-06-30$2,821,933
Interest on participant loans2011-06-30$0
Income. Interest from loans (other than to participants)2011-06-30$0
Interest earned on other investments2011-06-30$0
Income. Interest from US Government securities2011-06-30$0
Income. Interest from corporate debt instruments2011-06-30$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-06-30$374
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-06-30$1,103,406
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-06-30$964,206
Expenses. Payments to insurance carriers foe the provision of benefits2011-06-30$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$0
Net investment gain/loss from pooled separate accounts2011-06-30$721,538
Net investment gain or loss from common/collective trusts2011-06-30$0
Net gain/loss from 103.12 investment entities2011-06-30$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$207,948
Employer contributions (assets) at end of year2011-06-30$11,789
Employer contributions (assets) at beginning of year2011-06-30$10,684
Income. Dividends from preferred stock2011-06-30$0
Income. Dividends from common stock2011-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$327,979
Contract administrator fees2011-06-30$0
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Aggregate proceeds on sale of assets2011-06-30$0
Aggregate carrying amount (costs) on sale of assets2011-06-30$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30RUNYON KERSTEEN OUELLETTE, PA
Accountancy firm EIN2011-06-30010440155
2010 : GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN

2022: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2022 form 5500 responses
2022-07-01Type of plan entitySingle employer plan
2022-07-01Submission has been amendedYes
2022-07-01This submission is the final filingNo
2022-07-01This return/report is a short plan year return/report (less than 12 months)No
2022-07-01Plan is a collectively bargained planNo
2022-07-01Plan funding arrangement – InsuranceYes
2022-07-01Plan funding arrangement – TrustYes
2022-07-01Plan benefit arrangement – InsuranceYes
2022-07-01Plan benefit arrangement - TrustYes
2021: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – InsuranceYes
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement – InsuranceYes
2021-07-01Plan benefit arrangement - TrustYes
2020: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – InsuranceYes
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement – InsuranceYes
2020-07-01Plan benefit arrangement - TrustYes
2019: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)No
2019-07-01Plan is a collectively bargained planNo
2019-07-01Plan funding arrangement – InsuranceYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement – InsuranceYes
2019-07-01Plan benefit arrangement - TrustYes
2018: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Submission has been amendedNo
2018-07-01This submission is the final filingNo
2018-07-01This return/report is a short plan year return/report (less than 12 months)No
2018-07-01Plan is a collectively bargained planNo
2018-07-01Plan funding arrangement – InsuranceYes
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement – InsuranceYes
2018-07-01Plan benefit arrangement - TrustYes
2017: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Submission has been amendedNo
2017-07-01This submission is the final filingNo
2017-07-01This return/report is a short plan year return/report (less than 12 months)No
2017-07-01Plan is a collectively bargained planNo
2017-07-01Plan funding arrangement – InsuranceYes
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement – InsuranceYes
2017-07-01Plan benefit arrangement - TrustYes
2016: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – InsuranceYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement – InsuranceYes
2016-07-01Plan benefit arrangement - TrustYes
2015: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – InsuranceYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement – InsuranceYes
2015-07-01Plan benefit arrangement - TrustYes
2014: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – InsuranceYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement – InsuranceYes
2014-07-01Plan benefit arrangement - TrustYes
2013: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – InsuranceYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement – InsuranceYes
2013-07-01Plan benefit arrangement - TrustYes
2012: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement - TrustYes
2011: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planNo
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement - TrustYes
2010: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planNo
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement - TrustYes
2009: GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND 403B PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664235
Policy instance 1
Insurance contract or identification number664235
Insurance policy start date2022-07-01
Insurance policy end date2023-06-30
Total amount of commissions paid to insurance brokerUSD $1,924
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $1,924
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664235
Policy instance 1
Insurance contract or identification number664235
Number of Individuals Covered2460
Insurance policy start date2021-07-01
Insurance policy end date2022-06-30
Total amount of commissions paid to insurance brokerUSD $1,829
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $1,829
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664235
Policy instance 1
Insurance contract or identification number664235
Number of Individuals Covered2690
Insurance policy start date2020-07-01
Insurance policy end date2021-06-30
Total amount of commissions paid to insurance brokerUSD $1,609
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?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 $1,606
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664235
Policy instance 1
Insurance contract or identification number664235
Number of Individuals Covered2690
Insurance policy start date2019-07-01
Insurance policy end date2020-06-30
Total amount of commissions paid to insurance brokerUSD $2,171
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $2,169
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 2
Insurance contract or identification numberVFB313
Number of Individuals Covered2
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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?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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664235
Policy instance 1
Insurance contract or identification number664235
Number of Individuals Covered3077
Insurance policy start date2018-07-01
Insurance policy end date2019-06-30
Total amount of commissions paid to insurance brokerUSD $4,421
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit 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
Commission paid to Insurance BrokerUSD $2,226
Insurance broker organization code?3
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664235
Policy instance 2
Insurance contract or identification number664235
Number of Individuals Covered338
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $10,651
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7233
Policy instance 1
Insurance contract or identification numberVF7233
Number of Individuals Covered21
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $101
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 3
Insurance contract or identification numberVFB313
Number of Individuals Covered2
Insurance policy start date2017-07-01
Insurance policy end date2018-06-30
Total amount of commissions paid to insurance brokerUSD $22,485
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 1
Insurance contract or identification numberVFB313
Number of Individuals Covered308
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $27,118
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $27,118
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7233
Policy instance 2
Insurance contract or identification numberVF7233
Number of Individuals Covered31
Insurance policy start date2015-07-01
Insurance policy end date2016-06-30
Total amount of commissions paid to insurance brokerUSD $270
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $270
Insurance broker organization code?3
Insurance broker namePROEQUITIES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 1
Insurance contract or identification numberVFB313
Number of Individuals Covered326
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $26,275
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $26,275
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7233
Policy instance 2
Insurance contract or identification numberVF7233
Number of Individuals Covered43
Insurance policy start date2014-07-01
Insurance policy end date2015-06-30
Total amount of commissions paid to insurance brokerUSD $295
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $295
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker namePROEQUITIES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 2
Insurance contract or identification numberVFB313
Number of Individuals Covered300
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $23,165
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $23,165
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7233
Policy instance 1
Insurance contract or identification numberVF7233
Number of Individuals Covered47
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $402
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $402
Insurance broker organization code?3
Insurance broker namePROEQUITIES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7233
Policy instance 1
Insurance contract or identification numberVF7233
Number of Individuals Covered81
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $1,065
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $1,065
Insurance broker organization code?3
Insurance broker namePROEQUITIES, INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 2
Insurance contract or identification numberVFB313
Number of Individuals Covered299
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $17,128
Total amount of fees paid to insurance companyUSD $0
Commission paid to Insurance BrokerUSD $17,128
Insurance broker organization code?3
Insurance broker namePROEQUITIES INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 2
Insurance contract or identification numberVFB313
Number of Individuals Covered297
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $13,104
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7233
Policy instance 1
Insurance contract or identification numberVF7233
Number of Individuals Covered121
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $1,533
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVFB313
Policy instance 2
Insurance contract or identification numberVFB313
Number of Individuals Covered285
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $8,460
Total amount of fees paid to insurance companyUSD $0
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberVF7233
Policy instance 1
Insurance contract or identification numberVF7233
Number of Individuals Covered281
Insurance policy start date2010-07-01
Insurance policy end date2011-06-30
Total amount of commissions paid to insurance brokerUSD $484
Total amount of fees paid to insurance companyUSD $0

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