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GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN
Plan identification number 503

GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance
  • Temporary disability (accident and sickness)
  • Long-term disability cover
  • Death benefits (include travel accident but not life insurance)
  • Unfunded, fully insured, or combination unfunded/insured welfare plan that stopped filing form 5500s in an earlier plan year pursuant to 29 CFR 2520.104-20.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF S NEW JERSEY AND PHILADELPHIA has sponsored the creation of one or more 401k plans.

Company Name:GOODWILL INDUSTRIES OF S NEW JERSEY AND PHILADELPHIA
Employer identification number (EIN):210681239
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5032019-03-01TINAMARIE CHAPPELEAR2020-09-16
5032018-03-01TINAMARIE CHAPPELEAR2019-10-15
5032017-03-01TINAMARIE CHAPPELEAR
5032016-03-01TINAMARIE CHAPPELEAR
5032015-03-01TINAMARIE CHAPPELEAR
5032014-03-01MARK B BOYD MARK B BOYD2015-09-10
5032014-03-012015-09-09
5032013-03-01TINAMARIE CHAPPELEAR
5032012-03-01MARK B BOYD MARK B BOYD2013-09-17
5032011-03-01MARK BOYD MARK BOYD2012-09-12
5032009-03-01MARK BOYD

Plan Statistics for GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN

Measure Date Value
2019: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2019 401k membership
Total participants, beginning-of-year2019-03-01276
Total number of active participants reported on line 7a of the Form 55002019-03-010
Number of retired or separated participants receiving benefits2019-03-010
Number of other retired or separated participants entitled to future benefits2019-03-010
Total of all active and inactive participants2019-03-010
Number of employers contributing to the scheme2019-03-010
2018: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2018 401k membership
Total participants, beginning-of-year2018-03-01247
Total number of active participants reported on line 7a of the Form 55002018-03-01276
Number of retired or separated participants receiving benefits2018-03-010
Number of other retired or separated participants entitled to future benefits2018-03-010
Total of all active and inactive participants2018-03-01276
Number of employers contributing to the scheme2018-03-010
2017: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2017 401k membership
Total participants, beginning-of-year2017-03-01250
Total number of active participants reported on line 7a of the Form 55002017-03-01247
Number of retired or separated participants receiving benefits2017-03-010
Number of other retired or separated participants entitled to future benefits2017-03-010
Total of all active and inactive participants2017-03-01247
2016: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2016 401k membership
Total participants, beginning-of-year2016-03-01251
Total number of active participants reported on line 7a of the Form 55002016-03-01250
Number of retired or separated participants receiving benefits2016-03-010
Number of other retired or separated participants entitled to future benefits2016-03-010
Total of all active and inactive participants2016-03-01250
2015: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2015 401k membership
Total participants, beginning-of-year2015-03-01173
Total number of active participants reported on line 7a of the Form 55002015-03-01213
Number of retired or separated participants receiving benefits2015-03-011
Number of other retired or separated participants entitled to future benefits2015-03-010
Total of all active and inactive participants2015-03-01214
2014: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2014 401k membership
Total participants, beginning-of-year2014-03-01128
Total number of active participants reported on line 7a of the Form 55002014-03-01173
Number of retired or separated participants receiving benefits2014-03-010
Number of other retired or separated participants entitled to future benefits2014-03-010
Total of all active and inactive participants2014-03-01173
2013: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2013 401k membership
Total participants, beginning-of-year2013-03-01136
Total number of active participants reported on line 7a of the Form 55002013-03-01128
Number of retired or separated participants receiving benefits2013-03-010
Number of other retired or separated participants entitled to future benefits2013-03-010
Total of all active and inactive participants2013-03-01128
2012: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2012 401k membership
Total participants, beginning-of-year2012-03-01113
Total number of active participants reported on line 7a of the Form 55002012-03-01136
Number of retired or separated participants receiving benefits2012-03-010
Number of other retired or separated participants entitled to future benefits2012-03-010
Total of all active and inactive participants2012-03-01136
2011: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2011 401k membership
Total participants, beginning-of-year2011-03-01104
Total number of active participants reported on line 7a of the Form 55002011-03-01113
Number of retired or separated participants receiving benefits2011-03-010
Number of other retired or separated participants entitled to future benefits2011-03-010
Total of all active and inactive participants2011-03-01113
2009: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2009 401k membership
Total participants, beginning-of-year2009-03-01122
Total number of active participants reported on line 7a of the Form 55002009-03-01109
Number of retired or separated participants receiving benefits2009-03-010
Number of other retired or separated participants entitled to future benefits2009-03-010
Total of all active and inactive participants2009-03-01109

Form 5500 Responses for GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN

2019: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2019 form 5500 responses
2019-03-01Type of plan entitySingle employer plan
2019-03-01This submission is the final filingYes
2019-03-01Plan funding arrangement – InsuranceYes
2019-03-01Plan benefit arrangement – InsuranceYes
2018: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2018 form 5500 responses
2018-03-01Type of plan entitySingle employer plan
2018-03-01Plan funding arrangement – InsuranceYes
2018-03-01Plan benefit arrangement – InsuranceYes
2017: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2017 form 5500 responses
2017-03-01Type of plan entitySingle employer plan
2017-03-01Submission has been amendedNo
2017-03-01This submission is the final filingNo
2017-03-01This return/report is a short plan year return/report (less than 12 months)No
2017-03-01Plan is a collectively bargained planNo
2017-03-01Plan funding arrangement – InsuranceYes
2017-03-01Plan benefit arrangement – InsuranceYes
2016: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2016 form 5500 responses
2016-03-01Type of plan entitySingle employer plan
2016-03-01Submission has been amendedNo
2016-03-01This submission is the final filingNo
2016-03-01This return/report is a short plan year return/report (less than 12 months)No
2016-03-01Plan is a collectively bargained planNo
2016-03-01Plan funding arrangement – InsuranceYes
2016-03-01Plan benefit arrangement – InsuranceYes
2015: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2015 form 5500 responses
2015-03-01Type of plan entitySingle employer plan
2015-03-01Submission has been amendedNo
2015-03-01This submission is the final filingNo
2015-03-01This return/report is a short plan year return/report (less than 12 months)No
2015-03-01Plan is a collectively bargained planNo
2015-03-01Plan funding arrangement – InsuranceYes
2015-03-01Plan benefit arrangement – InsuranceYes
2014: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2014 form 5500 responses
2014-03-01Type of plan entitySingle employer plan
2014-03-01Submission has been amendedYes
2014-03-01This submission is the final filingNo
2014-03-01This return/report is a short plan year return/report (less than 12 months)No
2014-03-01Plan is a collectively bargained planNo
2014-03-01Plan funding arrangement – InsuranceYes
2014-03-01Plan benefit arrangement – InsuranceYes
2013: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2013 form 5500 responses
2013-03-01Type of plan entitySingle employer plan
2013-03-01Submission has been amendedNo
2013-03-01This submission is the final filingNo
2013-03-01This return/report is a short plan year return/report (less than 12 months)No
2013-03-01Plan is a collectively bargained planNo
2013-03-01Plan funding arrangement – InsuranceYes
2013-03-01Plan benefit arrangement – InsuranceYes
2012: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2012 form 5500 responses
2012-03-01Type of plan entitySingle employer plan
2012-03-01Submission has been amendedNo
2012-03-01This submission is the final filingNo
2012-03-01This return/report is a short plan year return/report (less than 12 months)No
2012-03-01Plan is a collectively bargained planNo
2012-03-01Plan funding arrangement – InsuranceYes
2012-03-01Plan benefit arrangement – InsuranceYes
2011: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2011 form 5500 responses
2011-03-01Type of plan entitySingle employer plan
2011-03-01Submission has been amendedNo
2011-03-01This submission is the final filingNo
2011-03-01This return/report is a short plan year return/report (less than 12 months)No
2011-03-01Plan is a collectively bargained planNo
2011-03-01Plan funding arrangement – InsuranceYes
2011-03-01Plan benefit arrangement – InsuranceYes
2009: GOODWILL INDUSTRIES SOUTHERN NJ & PHILADELPHIA LIFE, AD&D, LTD & STD PLAN 2009 form 5500 responses
2009-03-01Type of plan entitySingle employer plan
2009-03-01Submission has been amendedNo
2009-03-01This submission is the final filingNo
2009-03-01This return/report is a short plan year return/report (less than 12 months)No
2009-03-01Plan is a collectively bargained planNo
2009-03-01Plan funding arrangement – InsuranceYes
2009-03-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607383
Policy instance 1
Insurance contract or identification numberSGM607383
Number of Individuals Covered276
Insurance policy start date2019-03-01
Insurance policy end date2020-02-29
Total amount of commissions paid to insurance brokerUSD $6,198
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $68,611
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $6,198
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607383
Policy instance 1
Insurance contract or identification numberSGM607383
Number of Individuals Covered276
Insurance policy start date2018-03-01
Insurance policy end date2019-02-28
Total amount of commissions paid to insurance brokerUSD $7,634
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH AND DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $70,284
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $6,835
Amount paid for insurance broker fees0
Insurance broker organization code?3
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberSGM607383
Policy instance 1
Insurance contract or identification numberSGM607383
Number of Individuals Covered247
Insurance policy start date2017-03-01
Insurance policy end date2018-02-28
Total amount of commissions paid to insurance brokerUSD $5,360
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 BenefitYes
Temporary Disability Insurance Welfare BenefitYes
Long Term Disability Insurance Welfare BenefitYes
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $63,361
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $5,360
Insurance broker organization code?3
Insurance broker nameCORPORATE SYNERGIES GROUP LLC

Potentially related plans

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