Logo

GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 401k Plan overview

Plan NameGOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN
Plan identification number 002

GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN Benefits

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

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

Company Name:GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC.
Employer identification number (EIN):590908166
NAIC Classification:453310
NAIC Description:Used Merchandise Stores

Additional information about GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC.

Jurisdiction of Incorporation: Florida Department of State Division of Corporations
Incorporation Date: 1963-04-03
Company Identification Number: 705420
Legal Registered Office Address: 7531 S ORANGE BLOSSOM TRAIL

ORLANDO

32809

More information about GOODWILL INDUSTRIES OF CENTRAL FLORIDA, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01CURTIS RAMSEY CURTIS RAMSEY2017-10-16
0022016-01-01 CURTIS RAMSEY2017-10-11
0022015-01-01CURTIS RAMSEY CURTIS RAMSEY2016-10-17
0022015-01-01CURTIS RAMSEY CURTIS RAMSEY2016-10-17

Plan Statistics for GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN

401k plan membership statisitcs for GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN

Measure Date Value
2022: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01344
Total number of active participants reported on line 7a of the Form 55002022-01-01280
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0158
Total of all active and inactive participants2022-01-01338
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01339
Number of participants with account balances2022-01-01327
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01266
Total number of active participants reported on line 7a of the Form 55002021-01-01281
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0163
Total of all active and inactive participants2021-01-01344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01344
Number of participants with account balances2021-01-01333
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01170
Total number of active participants reported on line 7a of the Form 55002020-01-01219
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0147
Total of all active and inactive participants2020-01-01266
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01266
Number of participants with account balances2020-01-01260
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01149
Total number of active participants reported on line 7a of the Form 55002019-01-01129
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0141
Total of all active and inactive participants2019-01-01170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01170
Number of participants with account balances2019-01-01165
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,205
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0136
Total of all active and inactive participants2018-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01149
Number of participants with account balances2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,157
Total number of active participants reported on line 7a of the Form 55002017-01-011,169
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0136
Total of all active and inactive participants2017-01-011,205
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,205
Number of participants with account balances2017-01-01120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,194
Total number of active participants reported on line 7a of the Form 55002016-01-011,127
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-011,157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,157
Number of participants with account balances2016-01-01113
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,075
Total number of active participants reported on line 7a of the Form 55002015-01-011,159
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-011,193
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-011,194
Number of participants with account balances2015-01-01122
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010

Financial Data on GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN

Measure Date Value
2022 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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$88,781
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$167,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$144,491
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$421,276
Value of total assets at end of year2022-12-31$2,237,226
Value of total assets at beginning of year2022-12-31$2,315,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$22,951
Total interest from all sources2022-12-31$5,816
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$62,799
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$62,799
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,000,000
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$413,122
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$8,154
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-78,661
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,237,226
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,315,887
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$1,928,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$2,007,109
Interest earned on other investments2022-12-31$5,816
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$309,116
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$308,778
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-401,110
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$144,491
Contract administrator fees2022-12-31$22,951
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 name2022-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2022-12-31721396621
2021 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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$708,895
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$190,236
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$168,649
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$492,146
Value of total assets at end of year2021-12-31$2,315,887
Value of total assets at beginning of year2021-12-31$1,797,228
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,587
Total interest from all sources2021-12-31$3,368
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$211,710
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$211,710
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$263,617
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$228,529
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$518,659
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,315,887
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,797,228
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$2,007,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$1,718,847
Interest earned on other investments2021-12-31$3,368
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$308,778
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$78,381
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,671
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 contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$168,649
Contract administrator fees2021-12-31$21,587
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 name2021-12-31CARR, RIGGS & INGRAM, LLC
Accountancy firm EIN2021-12-31721396621
2020 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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$428,214
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$162,532
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$146,341
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$207,777
Value of total assets at end of year2020-12-31$1,797,228
Value of total assets at beginning of year2020-12-31$1,531,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$16,191
Total interest from all sources2020-12-31$1,632
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$58,231
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$58,231
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,000,000
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$203,341
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$4,436
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$265,682
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,797,228
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,531,546
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$1,718,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$1,457,284
Interest earned on other investments2020-12-31$1,632
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$78,381
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$74,262
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$160,574
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$146,341
Contract administrator fees2020-12-31$16,191
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 name2020-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2020-12-31560574444
2019 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
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 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$680,534
Total income from all sources (including contributions)2019-12-31$680,534
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$186,811
Total of all expenses incurred2019-12-31$186,811
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,537
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$172,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$476,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$476,869
Value of total assets at end of year2019-12-31$1,531,546
Value of total assets at beginning of year2019-12-31$1,037,823
Value of total assets at beginning of year2019-12-31$1,037,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,274
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$14,274
Total interest from all sources2019-12-31$1,761
Total interest from all sources2019-12-31$1,761
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$38,008
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$38,008
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$38,008
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,000,000
Value of fidelity bond cover2019-12-31$2,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$222,044
Contributions received from participants2019-12-31$222,044
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$254,825
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$254,825
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
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$493,723
Value of net income/loss2019-12-31$493,723
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,531,546
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,531,546
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,037,823
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,037,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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$1,457,284
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$1,457,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$963,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$963,775
Interest earned on other investments2019-12-31$1,761
Interest earned on other investments2019-12-31$1,761
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$74,262
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$74,262
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$74,048
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$163,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$163,896
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$172,537
Contract administrator fees2019-12-31$14,274
Contract administrator fees2019-12-31$14,274
Did the plan have assets held for investment2019-12-31Yes
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
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
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm name2019-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2019-12-31560574444
Accountancy firm EIN2019-12-31560574444
2018 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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$226,609
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$109,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$97,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$284,525
Value of total assets at end of year2018-12-31$1,037,823
Value of total assets at beginning of year2018-12-31$920,460
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$11,901
Total interest from all sources2018-12-31$1,338
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$37,448
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$37,448
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,000,000
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$224,797
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$59,728
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$117,363
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,037,823
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$920,460
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$963,775
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$896,985
Interest earned on other investments2018-12-31$1,338
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$74,048
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$23,475
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$41,289
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-96,702
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 contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$56,056
Contract administrator fees2018-12-31$11,901
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 name2018-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2018-12-31560574444
2017 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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$359,730
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$129,308
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$119,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$240,510
Value of total assets at end of year2017-12-31$920,460
Value of total assets at beginning of year2017-12-31$690,038
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,671
Total interest from all sources2017-12-31$860
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$31,834
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$31,834
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,000,000
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$209,962
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$30,548
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$230,422
Value of net assets at end of year (total assets less liabilities)2017-12-31$920,460
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$690,038
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$896,985
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$671,875
Interest earned on other investments2017-12-31$860
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$23,475
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$18,163
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$86,526
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 contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$119,637
Contract administrator fees2017-12-31$9,671
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 name2017-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2017-12-31560574444
2016 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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$248,457
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$66,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$60,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$204,247
Value of total assets at end of year2016-12-31$690,038
Value of total assets at beginning of year2016-12-31$508,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$6,073
Total interest from all sources2016-12-31$227
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$21,211
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$21,211
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,000,000
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$203,997
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$250
Administrative expenses (other) incurred2016-12-31$6,073
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$181,678
Value of net assets at end of year (total assets less liabilities)2016-12-31$690,038
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$508,360
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$671,875
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$502,186
Interest earned on other investments2016-12-31$197
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,499
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,499
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$30
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$18,163
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,675
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$22,772
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 contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$60,706
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 name2016-12-31CHERRY BEKAERT LLP
Accountancy firm EIN2016-12-31560574444
2015 : GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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$202,703
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$44,263
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$35,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$208,146
Value of total assets at end of year2015-12-31$508,360
Value of total assets at beginning of year2015-12-31$349,920
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$8,737
Total interest from all sources2015-12-31$19
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$23,294
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$23,294
Administrative expenses professional fees incurred2015-12-31$2,215
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,000,000
If this is an individual account plan, was there a blackout period2015-12-31Yes
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$208,146
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$158,440
Value of net assets at end of year (total assets less liabilities)2015-12-31$508,360
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$349,920
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$502,186
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$349,677
Interest earned on other investments2015-12-31$15
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,499
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$243
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$243
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$4
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,675
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-28,813
Net investment gain or loss from common/collective trusts2015-12-31$57
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$35,526
Contract administrator fees2015-12-31$6,522
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31Yes
Did the plan have assets held for investment2015-12-31No
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

Form 5500 Responses for GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN

2022: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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: GOODWILL INDUSTRIES OF CENTRAL FLORIDA 403(B) PLAN 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

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406891
Policy instance 1
Insurance contract or identification number406891
Number of Individuals Covered33
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406891
Policy instance 1
Insurance contract or identification number406891
Number of Individuals Covered36
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406891
Policy instance 1
Insurance contract or identification number406891
Number of Individuals Covered38
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406891
Policy instance 1
Insurance contract or identification number406891
Number of Individuals Covered48
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406891
Policy instance 1
Insurance contract or identification number406891
Number of Individuals Covered56
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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406891
Policy instance 1
Insurance contract or identification number406891
Number of Individuals Covered64
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?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
TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )
Policy contract number406891
Policy instance 1
Insurance contract or identification number406891
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S1