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403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 401k Plan overview

Plan Name403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC.
Plan identification number 001

403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC. has sponsored the creation of one or more 401k plans.

Company Name:THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC.
Employer identification number (EIN):340252230
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Additional information about THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC.

Jurisdiction of Incorporation: Ohio Secretary of State Business Services Division
Incorporation Date: 1929-02-25
Company Identification Number: 135248
Legal Registered Office Address: 570 EAST WATERLOO ROAD
-
AKRON
United States of America (USA)
44319

More information about THE GOODWILL INDUSTRIES OF AKRON, OHIO, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012023-01-01
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MR. GREG MORTON
0012016-01-01MR. GREG MORTON
0012015-01-01MR. GREG MORTON
0012014-01-01
0012013-01-01
0012012-01-01GREG MORTON
0012011-01-01GREG MORTON
0012009-01-01MICHAEL KISHA
0012009-01-01MICHAEL KISHA

Plan Statistics for 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC.

401k plan membership statisitcs for 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC.

Measure Date Value
2023: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2023 401k membership
Total participants, beginning-of-year2023-01-01675
Total number of active participants reported on line 7a of the Form 55002023-01-01424
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0195
Total of all active and inactive participants2023-01-01519
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01519
Number of participants with account balances2023-01-01344
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2022 401k membership
Total participants, beginning-of-year2022-01-01570
Total number of active participants reported on line 7a of the Form 55002022-01-01599
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0176
Total of all active and inactive participants2022-01-01675
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01675
Number of participants with account balances2022-01-01447
2021: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01554
Total number of active participants reported on line 7a of the Form 55002021-01-01415
Number of retired or separated participants receiving benefits2021-01-011
Number of other retired or separated participants entitled to future benefits2021-01-01153
Total of all active and inactive participants2021-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01570
Number of participants with account balances2021-01-01512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01566
Total number of active participants reported on line 7a of the Form 55002020-01-01400
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01153
Total of all active and inactive participants2020-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01554
Number of participants with account balances2020-01-01554
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01601
Total number of active participants reported on line 7a of the Form 55002019-01-01458
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01108
Total of all active and inactive participants2019-01-01566
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01566
Number of participants with account balances2019-01-01515
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01577
Total number of active participants reported on line 7a of the Form 55002018-01-01463
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01138
Total of all active and inactive participants2018-01-01601
Total participants2018-01-01601
Number of participants with account balances2018-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01569
Total number of active participants reported on line 7a of the Form 55002017-01-01467
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01110
Total of all active and inactive participants2017-01-01577
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01577
Number of participants with account balances2017-01-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01484
Total number of active participants reported on line 7a of the Form 55002016-01-01504
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0165
Total of all active and inactive participants2016-01-01569
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01569
Number of participants with account balances2016-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01529
Total number of active participants reported on line 7a of the Form 55002015-01-01397
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0187
Total of all active and inactive participants2015-01-01484
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01484
Number of participants with account balances2015-01-01358
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01544
Total number of active participants reported on line 7a of the Form 55002014-01-01393
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01136
Total of all active and inactive participants2014-01-01529
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01529
Number of participants with account balances2014-01-01405
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01517
Total number of active participants reported on line 7a of the Form 55002013-01-01393
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01151
Total of all active and inactive participants2013-01-01544
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01544
Number of participants with account balances2013-01-01472
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01478
Total number of active participants reported on line 7a of the Form 55002012-01-01390
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01127
Total of all active and inactive participants2012-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01517
Number of participants with account balances2012-01-01407
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0134
2011: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01492
Total number of active participants reported on line 7a of the Form 55002011-01-01357
Number of retired or separated participants receiving benefits2011-01-01119
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01476
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01478
2009: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01422
Total number of active participants reported on line 7a of the Form 55002009-01-01353
Number of retired or separated participants receiving benefits2009-01-01125
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-01478
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01479
Number of participants with account balances2009-01-01479
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC.

Measure Date Value
2023 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total income from all sources (including contributions)2023-12-31$1,245,087
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$452,295
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$414,015
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$528,270
Value of total assets at end of year2023-12-31$5,112,182
Value of total assets at beginning of year2023-12-31$4,319,390
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$38,280
Total interest from all sources2023-12-31$2,835
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$173,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$173,944
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$306,184
Participant contributions at end of year2023-12-31$104,742
Participant contributions at beginning of year2023-12-31$31,523
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$41,130
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$792,792
Value of net assets at end of year (total assets less liabilities)2023-12-31$5,112,182
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$4,319,390
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$742
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$4,458,765
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$3,766,588
Interest on participant loans2023-12-31$2,835
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$367,719
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$351,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$540,038
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$180,956
Employer contributions (assets) at end of year2023-12-31$180,956
Employer contributions (assets) at beginning of year2023-12-31$169,502
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$414,015
Contract administrator fees2023-12-31$37,538
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2023-12-31410746749
2022 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-388,234
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$1,049,794
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$965,360
Expenses. Certain deemed distributions of participant loans2022-12-31$38,822
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$479,990
Value of total assets at end of year2022-12-31$4,319,390
Value of total assets at beginning of year2022-12-31$5,757,418
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$45,612
Total interest from all sources2022-12-31$1,901
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$226,485
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$226,485
Administrative expenses professional fees incurred2022-12-31$45,612
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$309,551
Participant contributions at end of year2022-12-31$31,523
Participant contributions at beginning of year2022-12-31$77,525
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$925
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-1,438,028
Value of net assets at end of year (total assets less liabilities)2022-12-31$4,319,390
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$5,757,418
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$3,766,588
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$5,133,659
Interest on participant loans2022-12-31$1,901
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$351,777
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$377,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-1,096,610
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$169,514
Employer contributions (assets) at end of year2022-12-31$169,502
Employer contributions (assets) at beginning of year2022-12-31$168,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$965,360
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$1,297,448
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$746,006
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$696,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$466,193
Value of total assets at end of year2021-12-31$5,757,418
Value of total assets at beginning of year2021-12-31$5,205,976
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$49,905
Total interest from all sources2021-12-31$3,498
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$206,509
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$206,509
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$269,705
Participant contributions at end of year2021-12-31$77,525
Participant contributions at beginning of year2021-12-31$50,428
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$551,442
Value of net assets at end of year (total assets less liabilities)2021-12-31$5,757,418
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$5,205,976
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$5,133,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$4,752,965
Interest on participant loans2021-12-31$3,498
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$377,763
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$402,583
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$621,248
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$168,600
Employer contributions (assets) at end of year2021-12-31$168,471
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$696,101
Contract administrator fees2021-12-31$49,905
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$968,620
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$369,448
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$334,459
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$322,994
Value of total assets at end of year2020-12-31$5,205,976
Value of total assets at beginning of year2020-12-31$4,606,804
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$34,989
Total interest from all sources2020-12-31$2,887
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$141,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$141,242
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$260,482
Participant contributions at end of year2020-12-31$50,428
Participant contributions at beginning of year2020-12-31$66,241
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$599,172
Value of net assets at end of year (total assets less liabilities)2020-12-31$5,205,976
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$4,606,804
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$4,752,965
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$4,171,015
Interest on participant loans2020-12-31$2,887
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$402,583
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$369,548
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$501,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$62,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$334,459
Contract administrator fees2020-12-31$34,989
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,350,270
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$748,410
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$712,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$517,425
Value of total assets at end of year2019-12-31$4,606,804
Value of total assets at beginning of year2019-12-31$4,004,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$36,050
Total interest from all sources2019-12-31$4,215
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$141,048
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$141,048
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$235,759
Participant contributions at end of year2019-12-31$66,241
Participant contributions at beginning of year2019-12-31$93,837
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$111,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$601,860
Value of net assets at end of year (total assets less liabilities)2019-12-31$4,606,804
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$4,004,944
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$4,171,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$3,525,770
Interest on participant loans2019-12-31$4,215
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$369,548
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$385,337
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$687,582
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$169,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$712,360
Contract administrator fees2019-12-31$36,050
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$185,426
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$208,178
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$171,627
Expenses. Certain deemed distributions of participant loans2018-12-31$8,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$422,466
Value of total assets at end of year2018-12-31$4,004,944
Value of total assets at beginning of year2018-12-31$4,027,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$28,194
Total interest from all sources2018-12-31$6,360
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$138,970
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$138,970
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$225,521
Participant contributions at end of year2018-12-31$93,837
Participant contributions at beginning of year2018-12-31$122,184
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$43,462
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-22,752
Value of net assets at end of year (total assets less liabilities)2018-12-31$4,004,944
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$4,027,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$3,525,770
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$3,637,662
Interest on participant loans2018-12-31$5,165
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$266,843
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$266,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$1,195
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$385,337
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,007
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-382,370
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$153,483
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$171,627
Contract administrator fees2018-12-31$28,194
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$933,345
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$498,741
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$464,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$361,087
Value of total assets at end of year2017-12-31$4,027,696
Value of total assets at beginning of year2017-12-31$3,593,092
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$34,320
Total interest from all sources2017-12-31$6,742
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$113,410
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$113,410
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$207,329
Participant contributions at end of year2017-12-31$122,184
Participant contributions at beginning of year2017-12-31$151,241
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$10,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$434,604
Value of net assets at end of year (total assets less liabilities)2017-12-31$4,027,696
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$3,593,092
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$3,637,662
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$3,183,954
Interest on participant loans2017-12-31$5,604
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$266,843
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$256,898
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$256,898
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,138
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,007
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$452,106
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$143,754
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$464,421
Contract administrator fees2017-12-31$34,320
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$620,539
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$212,284
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$183,877
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$344,897
Value of total assets at end of year2016-12-31$3,593,092
Value of total assets at beginning of year2016-12-31$3,184,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$28,407
Total interest from all sources2016-12-31$5,236
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$85,056
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$85,056
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$200,367
Participant contributions at end of year2016-12-31$151,241
Participant contributions at beginning of year2016-12-31$124,174
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$0
Administrative expenses (other) incurred2016-12-31$40
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$408,255
Value of net assets at end of year (total assets less liabilities)2016-12-31$3,593,092
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$3,184,837
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$3,183,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$2,802,254
Interest on participant loans2016-12-31$5,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$256,898
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$257,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$257,460
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$34
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$999
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$949
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$185,350
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31Yes
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$144,530
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$183,877
Contract administrator fees2016-12-31$28,367
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$375,541
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$500,118
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$466,361
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$376,123
Value of total assets at end of year2015-12-31$3,184,837
Value of total assets at beginning of year2015-12-31$3,309,414
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$33,757
Total interest from all sources2015-12-31$5,084
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$106,949
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$106,949
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$220,248
Participant contributions at end of year2015-12-31$124,174
Participant contributions at beginning of year2015-12-31$104,110
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$0
Administrative expenses (other) incurred2015-12-31$538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-124,577
Value of net assets at end of year (total assets less liabilities)2015-12-31$3,184,837
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$3,309,414
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$2,802,254
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$2,878,481
Interest on participant loans2015-12-31$4,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$257,460
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$291,173
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$291,173
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$228
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$949
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$35,650
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-112,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$155,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$466,361
Contract administrator fees2015-12-31$33,219
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$651,844
Total of all expenses incurred2014-12-31$646,237
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$579,548
Expenses. Certain deemed distributions of participant loans2014-12-31$34,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$439,994
Value of total assets at end of year2014-12-31$3,309,414
Value of total assets at beginning of year2014-12-31$3,303,807
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,715
Total interest from all sources2014-12-31$6,886
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$105,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$105,629
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$257,910
Participant contributions at end of year2014-12-31$104,110
Participant contributions at beginning of year2014-12-31$130,805
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$9,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,607
Value of net assets at end of year (total assets less liabilities)2014-12-31$3,309,414
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$3,303,807
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$2,878,481
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$2,816,894
Interest on participant loans2014-12-31$5,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$291,173
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$283,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$283,280
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$951
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$35,650
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$72,828
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$99,335
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$172,422
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$579,548
Contract administrator fees2014-12-31$31,715
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BROCKMAN, COATS, GEDELIAN AND CO.
Accountancy firm EIN2014-12-31341526704
2013 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,101,640
Total of all expenses incurred2013-12-31$362,491
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$337,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$580,725
Value of total assets at end of year2013-12-31$3,303,807
Value of total assets at beginning of year2013-12-31$2,564,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$24,781
Total interest from all sources2013-12-31$7,553
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$82,746
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$82,746
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$270,958
Participant contributions at end of year2013-12-31$130,805
Participant contributions at beginning of year2013-12-31$125,081
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$138,157
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$739,149
Value of net assets at end of year (total assets less liabilities)2013-12-31$3,303,807
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$2,564,658
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$2,816,894
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,030,606
Interest on participant loans2013-12-31$3,269
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$283,280
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$292,080
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$292,080
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$4,284
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$72,828
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$116,891
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$430,616
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$171,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$337,710
Contract administrator fees2013-12-31$24,781
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BROCKMAN, COATS, GEDELIAN & COMPANY
Accountancy firm EIN2013-12-31341526704
2012 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$682,630
Total of all expenses incurred2012-12-31$401,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$381,248
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$414,884
Value of total assets at end of year2012-12-31$2,564,658
Value of total assets at beginning of year2012-12-31$2,283,304
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$20,028
Total interest from all sources2012-12-31$53,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$256,758
Participant contributions at end of year2012-12-31$125,081
Participant contributions at beginning of year2012-12-31$102,119
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$30
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$281,354
Value of net assets at end of year (total assets less liabilities)2012-12-31$2,564,658
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$2,283,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,030,606
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,628,378
Interest on participant loans2012-12-31$1,249
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$292,080
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$361,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$361,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$51,942
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$116,891
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$191,632
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$214,555
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$158,096
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$381,248
Contract administrator fees2012-12-31$20,028
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BROCKMAN, COATS, GEDELIAN & COMPANY
Accountancy firm EIN2012-12-31341526704
2011 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$375,230
Total of all expenses incurred2011-12-31$953,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$935,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$472,419
Value of total assets at end of year2011-12-31$2,283,304
Value of total assets at beginning of year2011-12-31$2,861,412
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$17,622
Total interest from all sources2011-12-31$44,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$247,848
Participant contributions at end of year2011-12-31$102,119
Participant contributions at beginning of year2011-12-31$80,283
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$70,709
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-578,108
Value of net assets at end of year (total assets less liabilities)2011-12-31$2,283,304
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$2,861,412
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$1,628,378
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,329,510
Interest on participant loans2011-12-31$15,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$361,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$29,375
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$191,632
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$451,619
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-141,924
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$153,862
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$935,716
Contract administrator fees2011-12-31$17,622
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BROCKMAN, COATS, GEDELIAN & COMPANY
Accountancy firm EIN2011-12-31341526704
2010 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$753,043
Total of all expenses incurred2010-12-31$292,345
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$281,697
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$448,249
Value of total assets at end of year2010-12-31$2,861,412
Value of total assets at beginning of year2010-12-31$2,400,714
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$10,648
Total interest from all sources2010-12-31$18,089
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$225,075
Participant contributions at end of year2010-12-31$80,283
Participant contributions at beginning of year2010-12-31$70,828
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$80,713
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$460,698
Value of net assets at end of year (total assets less liabilities)2010-12-31$2,861,412
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,400,714
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,329,510
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$1,941,702
Interest on participant loans2010-12-31$2,930
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$15,159
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$451,619
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$388,184
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$286,705
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$142,461
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$281,697
Contract administrator fees2010-12-31$10,648
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BROCKMAN, COATS, GEDELIAN & COMPANY
Accountancy firm EIN2010-12-31341526704
2009 : 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC.

2023: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: 403B THRIFT PLAN OF GOODWILL INDUSTRIES OF AKRON, OHIO, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F09
Policy instance 3
Insurance contract or identification number664F09
Number of Individuals Covered344
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015080-K
Policy instance 2
Insurance contract or identification number015080-K
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67109
Policy instance 1
Insurance contract or identification number67109
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F09
Policy instance 3
Insurance contract or identification number664F09
Number of Individuals Covered442
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67109
Policy instance 1
Insurance contract or identification number67109
Number of Individuals Covered1
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015080-K
Policy instance 2
Insurance contract or identification number015080-K
Number of Individuals Covered4
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F09
Policy instance 3
Insurance contract or identification number664F09
Number of Individuals Covered507
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015080-K
Policy instance 2
Insurance contract or identification number015080-K
Number of Individuals Covered4
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67109
Policy instance 1
Insurance contract or identification number67109
Number of Individuals Covered1
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F09
Policy instance 3
Insurance contract or identification number664F09
Number of Individuals Covered740
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015080-K
Policy instance 2
Insurance contract or identification number015080-K
Number of Individuals Covered4
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67109
Policy instance 1
Insurance contract or identification number67109
Number of Individuals Covered1
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67109
Policy instance 1
Insurance contract or identification number67109
Number of Individuals Covered2
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015080-K
Policy instance 2
Insurance contract or identification number015080-K
Number of Individuals Covered5
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F09
Policy instance 3
Insurance contract or identification number664F09
Number of Individuals Covered706
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67109
Policy instance 1
Insurance contract or identification number67109
Number of Individuals Covered3
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015080-K
Policy instance 2
Insurance contract or identification number015080-K
Number of Individuals Covered6
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract number664F09
Policy instance 3
Insurance contract or identification number664F09
Number of Individuals Covered595
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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?Yes
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
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88668 )
Policy contract number015080-K
Policy instance 2
Insurance contract or identification number015080-K
Number of Individuals Covered6
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
VARIABLE ANNUITY LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 70238 )
Policy contract number67109
Policy instance 1
Insurance contract or identification number67109
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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