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Form 5500 · Retirement plan · NASHVILLE, TN

GOODWILL INDUSTRIES OF MIDDLE TENNESSEE, INC.

The filing calls this plan GOODWILL INDUSTRIES OF MIDDLE TENNESSEE RETIREMENT PLAN.

GOODWILL INDUSTRIES OF MIDDLE TENNESSEE, INC. of NASHVILLE, TN files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by COREBRIDGE FINANCIAL and 1 other insurer. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 62-0599413 · plan 001 · plan year 2024, filed Oct 15, 2025

Participants at the start of the year
1,463
Contracts on file
2
Contract value
$118,938
Plan year end
December

Plan brief

Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with COREBRIDGE FINANCIAL.

The contracts held $118,938 at the end of the plan year, as reported on Schedule A.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in December.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
COREBRIDGE FINANCIALAnnuity / GIC7December$2,000$0
PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC1,416December$116,938$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
GOODWILL INDUSTRIES OF MIDDLE TENNESSEE, INC.
EIN 62-0599413
PRINCIPAL LIFE INSURANCE COMPANY
Contract administrator · EIN 42-0127290
$69,125
paid directly by the plan
WELLS FARGO CLEARING SERVICES LLC
INVESTMENT ADVISORY · EIN 34-1542819
$0
paid directly by the plan
MORNINGSTAR INVESTMENT MANAGEMENT L
INV ADV, PARTICIPANTS · EIN 36-4317381
$0
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

Reported to OSHA

Reported to OSHA for 2025: 1,614 employees, 26 recordable cases, 166 days away from work.

EmployeesThe company's own average for the year
1,614
Hours worked
2,767,810
Recordable cases
26
Days away from work
166
Establishments filed under this EIN
34

Source: OSHA Injury Tracking Application establishment data, 2025.

One establishment filed under this EIN is left out of these figures: the hours and employees it reported could not both be right.

What the plan holds

Plan assets at year end
$9,843,535
Paid out in benefits
$974,395
Participants at the start of the year
1,463
Participants with account balances
591

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

Other plans filed by this employer

More employer plans in Tennessee — largest plans, brokers, carriers and renewal months.