401k Plan data: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN plan

GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 401k Plan overview

Plan Name	GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN
Plan identification number	001

GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN Benefits

401k Plan Type	Defined Contribution Pension
Plan Features/Benefits	Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.

401k Sponsoring company profile

GOODWILL INDUSTRIES OF DELAWARE & DELAWARE COUNTY, INC. has sponsored the creation of one or more 401k plans.

Company Name: GOODWILL INDUSTRIES OF DELAWARE & DELAWARE COUNTY, INC.

Employer identification number (EIN): 510064311

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

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2017-01-01 COLLEEN MORRONE
001 2016-01-01 COLLEEN MORRONE
001 2015-01-01 COLLEEN MORRONE
001 2014-01-01 COLLEEN MORRONE
001 2013-01-01 MARK HOLLINGER
001 2012-01-01 MARK HOLLINGER
001 2011-01-01 MARK HOLLINGER
001 2009-01-01 RICK JOHANSEN

Plan id#	Filing Submission Date	Name of Administrator
001	2017-01-01	COLLEEN MORRONE
001	2016-01-01	COLLEEN MORRONE
001	2015-01-01	COLLEEN MORRONE
001	2014-01-01	COLLEEN MORRONE
001	2013-01-01	MARK HOLLINGER
001	2012-01-01	MARK HOLLINGER
001	2011-01-01	MARK HOLLINGER
001	2009-01-01	RICK JOHANSEN

Plan Statistics for GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN

Measure Date Value
2017: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 188
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 211
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 188
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 2
Total participants 2016-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 211
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 256
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 238
Number of retired or separated participants receiving benefits 2014-01-01 17
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 1
Total participants 2014-01-01 256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 291
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 256
Number of retired or separated participants receiving benefits 2013-01-01 35
Total of all active and inactive participants 2013-01-01 291
Total participants 2013-01-01 291
2012: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 324
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 291
Number of retired or separated participants receiving benefits 2012-01-01 26
Total of all active and inactive participants 2012-01-01 317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 318
2011: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 295
Number of retired or separated participants receiving benefits 2011-01-01 29
Total of all active and inactive participants 2011-01-01 324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 324
2009: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 299
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 223
Number of retired or separated participants receiving benefits 2009-01-01 23
Number of other retired or separated participants entitled to future benefits 2009-01-01 5
Total of all active and inactive participants 2009-01-01 251
Total participants 2009-01-01 251

Measure	Date	Value
2017: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	188
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	211
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	188
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	2
Total participants	2016-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	211
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	211
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	256
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	238
Number of retired or separated participants receiving benefits	2014-01-01	17
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	1
Total participants	2014-01-01	256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	291
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	256
Number of retired or separated participants receiving benefits	2013-01-01	35
Total of all active and inactive participants	2013-01-01	291
Total participants	2013-01-01	291
2012: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	324
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	291
Number of retired or separated participants receiving benefits	2012-01-01	26
Total of all active and inactive participants	2012-01-01	317
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	318
2011: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	295
Number of retired or separated participants receiving benefits	2011-01-01	29
Total of all active and inactive participants	2011-01-01	324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	324
2009: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	299
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	223
Number of retired or separated participants receiving benefits	2009-01-01	23
Number of other retired or separated participants entitled to future benefits	2009-01-01	5
Total of all active and inactive participants	2009-01-01	251
Total participants	2009-01-01	251

Financial Data on GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN

Measure	Date	Value
2017 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-10-31	$277,748
Total unrealized appreciation/depreciation of assets	2017-10-31	$277,748
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-10-31	$0
Total income from all sources (including contributions)	2017-10-31	$279,143
Total of all expenses incurred	2017-10-31	$2,607,662
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-10-31	$2,603,631
Value of total assets at end of year	2017-10-31	$0
Value of total assets at beginning of year	2017-10-31	$2,328,519
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-10-31	$4,031
Total interest from all sources	2017-10-31	$1,395
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-10-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-10-31	$0
Was this plan covered by a fidelity bond	2017-10-31	Yes
Value of fidelity bond cover	2017-10-31	$450,000
If this is an individual account plan, was there a blackout period	2017-10-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-10-31	No
Participant contributions at beginning of year	2017-10-31	$24,142
Assets. Other investments not covered elsewhere at beginning of year	2017-10-31	$-29,900
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Value of net income/loss	2017-10-31	$-2,328,519
Value of net assets at end of year (total assets less liabilities)	2017-10-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-10-31	$2,328,519
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-10-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-10-31	No
Were any leases to which the plan was party in default or uncollectible	2017-10-31	No
Investment advisory and management fees	2017-10-31	$4,031
Value of interest in pooled separate accounts at beginning of year	2017-10-31	$1,657,347
Interest on participant loans	2017-10-31	$1,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-10-31	$676,930
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-10-31	No
Was there a failure to transmit to the plan any participant contributions	2017-10-31	No
Has the plan failed to provide any benefit when due under the plan	2017-10-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-10-31	$2,603,631
Did the plan have assets held for investment	2017-10-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-10-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-10-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-10-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-10-31	Disclaimer
Accountancy firm name	2017-10-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2017-10-31	203934956
2016 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$144,969
Total unrealized appreciation/depreciation of assets	2016-12-31	$144,969
Total transfer of assets to this plan	2016-12-31	$19,170
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	$147,616
Total of all expenses incurred	2016-12-31	$344,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$335,358
Value of total assets at end of year	2016-12-31	$2,328,519
Value of total assets at beginning of year	2016-12-31	$2,505,918
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$8,827
Total interest from all sources	2016-12-31	$2,647
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$450,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Participant contributions at end of year	2016-12-31	$24,142
Participant contributions at beginning of year	2016-12-31	$65,677
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$-29,900
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$-16,725
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$-196,569
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$2,328,519
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$2,505,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Investment advisory and management fees	2016-12-31	$3,930
Value of interest in pooled separate accounts at end of year	2016-12-31	$1,657,347
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$1,715,182
Interest on participant loans	2016-12-31	$2,647
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$676,930
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$741,784
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$335,358
Contract administrator fees	2016-12-31	$4,897
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2016-12-31	203934956
2015 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-26,087
Total unrealized appreciation/depreciation of assets	2015-12-31	$-26,087
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	$-12,476
Total of all expenses incurred	2015-12-31	$198,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$191,704
Value of total assets at end of year	2015-12-31	$2,505,918
Value of total assets at beginning of year	2015-12-31	$2,716,667
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,569
Total interest from all sources	2015-12-31	$13,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$200,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Participant contributions at end of year	2015-12-31	$65,677
Participant contributions at beginning of year	2015-12-31	$88,461
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$-16,725
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$-8,984
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2015-12-31	$31,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-210,749
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$2,505,918
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,716,667
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$518
Value of interest in pooled separate accounts at end of year	2015-12-31	$1,715,182
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$1,859,229
Interest on participant loans	2015-12-31	$13,611
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$741,784
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$777,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$160,673
Contract administrator fees	2015-12-31	$6,051
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2015-12-31	203934956
2014 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$0
Total income from all sources (including contributions)	2014-12-31	$109,014
Total of all expenses incurred	2014-12-31	$400,751
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$392,604
Value of total assets at end of year	2014-12-31	$2,716,667
Value of total assets at beginning of year	2014-12-31	$3,008,404
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$8,147
Total interest from all sources	2014-12-31	$13,102
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$95,912
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$95,912
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$200,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Participant contributions at end of year	2014-12-31	$88,461
Participant contributions at beginning of year	2014-12-31	$128,130
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$-8,984
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$-291,737
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,716,667
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$3,008,404
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$5,657
Value of interest in pooled separate accounts at end of year	2014-12-31	$1,859,229
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$2,088,451
Interest on participant loans	2014-12-31	$13,102
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$777,961
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$791,823
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$392,604
Contract administrator fees	2014-12-31	$2,490
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2014-12-31	203934956
2013 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2013 401k financial data
Total transfer of assets from this plan	2013-12-31	$23,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$0
Total income from all sources (including contributions)	2013-12-31	$498,966
Total of all expenses incurred	2013-12-31	$377,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$368,973
Value of total assets at end of year	2013-12-31	$3,008,404
Value of total assets at beginning of year	2013-12-31	$2,910,213
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$8,119
Total interest from all sources	2013-12-31	$12,698
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$486,268
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$486,268
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$200,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Participant contributions at end of year	2013-12-31	$128,130
Participant contributions at beginning of year	2013-12-31	$82,982
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$121,874
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$3,008,404
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,910,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$5,297
Value of interest in pooled separate accounts at end of year	2013-12-31	$2,088,451
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$1,946,000
Interest on participant loans	2013-12-31	$12,698
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$791,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$700,812
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Employer contributions (assets) at beginning of year	2013-12-31	$180,419
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$368,973
Contract administrator fees	2013-12-31	$2,822
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2013-12-31	203934956
2012 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2012 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$676,751
Total of all expenses incurred	2012-12-31	$305,170
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$286,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$424,608
Value of total assets at end of year	2012-12-31	$2,910,213
Value of total assets at beginning of year	2012-12-31	$2,538,632
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$18,543
Total interest from all sources	2012-12-31	$9,291
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$242,852
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$242,852
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$200,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$251,949
Participant contributions at end of year	2012-12-31	$82,982
Participant contributions at beginning of year	2012-12-31	$92,942
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$3,395
Administrative expenses (other) incurred	2012-12-31	$14,034
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$371,581
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,910,213
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,538,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$1,938
Value of interest in pooled separate accounts at end of year	2012-12-31	$1,946,000
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$1,628,076
Interest on participant loans	2012-12-31	$9,291
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$700,812
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$679,012
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$169,264
Employer contributions (assets) at end of year	2012-12-31	$180,419
Employer contributions (assets) at beginning of year	2012-12-31	$138,602
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$286,627
Contract administrator fees	2012-12-31	$2,571
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2012-12-31	203934956
2011 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2011 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$430,762
Total of all expenses incurred	2011-12-31	$202,248
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$191,699
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$517,312
Value of total assets at end of year	2011-12-31	$2,538,632
Value of total assets at beginning of year	2011-12-31	$2,310,118
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$10,549
Total interest from all sources	2011-12-31	$6,200
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	No
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$248,317
Participant contributions at end of year	2011-12-31	$92,942
Participant contributions at beginning of year	2011-12-31	$42,371
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$133,209
Administrative expenses (other) incurred	2011-12-31	$1,912
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$228,514
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,538,632
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$2,310,118
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$4,138
Value of interest in pooled separate accounts at end of year	2011-12-31	$1,628,076
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$1,626,533
Interest on participant loans	2011-12-31	$6,200
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$679,012
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$523,407
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-92,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$135,786
Employer contributions (assets) at end of year	2011-12-31	$138,602
Employer contributions (assets) at beginning of year	2011-12-31	$117,807
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$191,699
Contract administrator fees	2011-12-31	$4,499
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2011-12-31	203934956
2010 : GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2010 401k financial data
Total income from all sources (including contributions)	2010-12-31	$699,825
Total of all expenses incurred	2010-12-31	$95,202
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$88,485
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$499,047
Value of total assets at end of year	2010-12-31	$2,310,118
Value of total assets at beginning of year	2010-12-31	$1,705,495
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$6,717
Total interest from all sources	2010-12-31	$4,054
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	No
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$223,224
Participant contributions at end of year	2010-12-31	$42,371
Participant contributions at beginning of year	2010-12-31	$40,857
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$169,588
Administrative expenses (other) incurred	2010-12-31	$1,358
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$604,623
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$2,310,118
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$1,705,495
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in pooled separate accounts at end of year	2010-12-31	$1,626,533
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$1,107,550
Interest on participant loans	2010-12-31	$4,054
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$523,407
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$424,373
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$196,724
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$106,235
Employer contributions (assets) at end of year	2010-12-31	$117,807
Employer contributions (assets) at beginning of year	2010-12-31	$132,715
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$88,485
Contract administrator fees	2010-12-31	$5,359
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	WHISMAN, GIORDANO & ASSOCIATES LLC
Accountancy firm EIN	2010-12-31	203934956

Form 5500 Responses for GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN

2017: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GOODWILL INDUSTRIES OF DELAWARE AND DELAWARE COUNTY 403 (B) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

813685 000

Policy instance

Insurance contract or identification number	813685 000
Insurance policy start date	2017-01-01
Insurance policy end date	2017-10-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

813685 000

Policy instance

Insurance contract or identification number	813685 000
Number of Individuals Covered	211
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

813685 000

Policy instance

Insurance contract or identification number	813685 000
Number of Individuals Covered	238
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

813685 000

Policy instance

Insurance contract or identification number	813685 000
Number of Individuals Covered	318
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,490
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,490
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	M. STECHER

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

813685 000

Policy instance

Insurance contract or identification number	813685 000
Number of Individuals Covered	318
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $3,500
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $3,180
Additional information about fees paid to insurance broker	N/A
Insurance broker organization code?	3
Insurance broker name	D. QUIGLEY

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

813685 000

Policy instance

Insurance contract or identification number	813685 000
Number of Individuals Covered	295
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $9,273
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )

Policy contract number

813685 000

Policy instance

Insurance contract or identification number	813685 000
Number of Individuals Covered	223
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $6,126
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $4,597
Additional information about fees paid to insurance broker	NA
Insurance broker organization code?	3
Insurance broker name	Z. EGAN

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Company Name:	GOODWILL INDUSTRIES OF DELAWARE & DELAWARE COUNTY, INC.
Employer identification number (EIN):	510064311
NAIC Classification:	813000
NAIC Description:	Religious, Grantmaking, Civic, Professional, and Similar Organizations