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NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

Plan NameNEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Plan identification number 001

NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Floor-offset plan - Plan benefits are subject to offset for retirement benefits provided by an employer-sponsored defined contribution plan.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

NEW ENGLAND FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:NEW ENGLAND FEDERAL CREDIT UNION
Employer identification number (EIN):030213411
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01SUSAN FRENCH CHURCH
0012017-01-01SUSAN FRENCH CHURCH
0012016-01-01SUSAN FRENCH CHURCH
0012015-01-01JACK EWELL
0012014-01-01JACK EWELL
0012014-01-01JACK EWELL
0012013-01-01JACK EWELL
0012012-01-01JACK EWELL
0012011-01-01JACK EWELL
0012010-01-01JACK EWELL
0012009-01-01JACK EWELL
0012009-01-01JACK EWELL

Plan Statistics for NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

401k plan membership statisitcs for NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k membership
Market value of plan assets2022-12-3132,701,467
Acturial value of plan assets2022-12-3132,701,467
Funding target for retired participants and beneficiaries receiving payment2022-12-315,054,644
Number of terminated vested participants2022-12-3132
Fundng target for terminated vested participants2022-12-312,353,787
Active participant vested funding target2022-12-319,081,282
Number of active participants2022-12-3146
Total funding liabilities for active participants2022-12-319,081,282
Total participant count2022-12-31104
Total funding target for all participants2022-12-3116,489,713
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3113,574,515
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3113,574,515
Present value of excess contributions2022-12-31595,898
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31628,732
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-31628,732
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3115,600,471
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31748,226
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-31136,943
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-31136,943
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01104
Total number of active participants reported on line 7a of the Form 55002022-01-0145
Number of retired or separated participants receiving benefits2022-01-0125
Number of other retired or separated participants entitled to future benefits2022-01-0133
Total of all active and inactive participants2022-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01104
2021: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k membership
Market value of plan assets2021-12-3132,100,453
Acturial value of plan assets2021-12-3132,100,453
Funding target for retired participants and beneficiaries receiving payment2021-12-314,745,111
Number of terminated vested participants2021-12-3134
Fundng target for terminated vested participants2021-12-312,985,097
Active participant vested funding target2021-12-318,985,035
Number of active participants2021-12-3152
Total funding liabilities for active participants2021-12-318,985,035
Total participant count2021-12-31111
Total funding target for all participants2021-12-3116,715,243
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3110,624,456
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3110,624,456
Present value of excess contributions2021-12-311,757,201
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-311,850,333
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-311,850,333
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3113,574,515
Total employer contributions2021-12-31600,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31595,898
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31785,665
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31595,898
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01111
Total number of active participants reported on line 7a of the Form 55002021-01-0146
Number of retired or separated participants receiving benefits2021-01-0125
Number of other retired or separated participants entitled to future benefits2021-01-0132
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01104
2020: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k membership
Market value of plan assets2020-12-3129,603,312
Acturial value of plan assets2020-12-3129,603,312
Funding target for retired participants and beneficiaries receiving payment2020-12-314,398,833
Number of terminated vested participants2020-12-3136
Fundng target for terminated vested participants2020-12-313,467,305
Active participant vested funding target2020-12-319,407,344
Number of active participants2020-12-3159
Total funding liabilities for active participants2020-12-319,407,344
Total participant count2020-12-31116
Total funding target for all participants2020-12-3117,273,482
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-318,126,089
Prefunding balanced used to offset prior years funding requirement2020-12-31787,633
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-317,338,456
Present value of excess contributions2020-12-311,756,774
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,952,520
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-311,952,520
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3110,624,456
Total employer contributions2020-12-311,800,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,757,201
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31690,172
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-311,757,201
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01116
Total number of active participants reported on line 7a of the Form 55002020-01-0152
Number of retired or separated participants receiving benefits2020-01-0124
Number of other retired or separated participants entitled to future benefits2020-01-0134
Total of all active and inactive participants2020-01-01110
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-011
Total participants2020-01-01111
2019: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k membership
Market value of plan assets2019-12-3124,219,142
Acturial value of plan assets2019-12-3124,219,142
Funding target for retired participants and beneficiaries receiving payment2019-12-312,787,565
Number of terminated vested participants2019-12-3134
Fundng target for terminated vested participants2019-12-312,545,920
Active participant vested funding target2019-12-3110,759,568
Number of active participants2019-12-3170
Total funding liabilities for active participants2019-12-3110,759,568
Total participant count2019-12-31119
Total funding target for all participants2019-12-3116,093,053
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-319,427,069
Prefunding balanced used to offset prior years funding requirement2019-12-31834,919
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-318,592,150
Present value of excess contributions2019-12-312,348,803
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,387,231
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-312,387,231
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-312,379,426
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-318,126,089
Total employer contributions2019-12-311,800,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,756,774
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31787,633
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31787,633
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-31787,633
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-311,756,774
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01119
Total number of active participants reported on line 7a of the Form 55002019-01-0159
Number of retired or separated participants receiving benefits2019-01-0120
Number of other retired or separated participants entitled to future benefits2019-01-0136
Total of all active and inactive participants2019-01-01115
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-011
Total participants2019-01-01116
2018: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k membership
Market value of plan assets2018-12-3124,110,177
Acturial value of plan assets2018-12-3124,110,177
Funding target for retired participants and beneficiaries receiving payment2018-12-312,453,167
Number of terminated vested participants2018-12-3135
Fundng target for terminated vested participants2018-12-311,738,137
Active participant vested funding target2018-12-3110,440,053
Number of active participants2018-12-3176
Total funding liabilities for active participants2018-12-3110,440,053
Total participant count2018-12-31123
Total funding target for all participants2018-12-3114,631,357
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-316,362,235
Prefunding balanced used to offset prior years funding requirement2018-12-31771,777
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-315,590,458
Present value of excess contributions2018-12-312,873,630
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-313,096,826
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-313,096,826
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-319,427,069
Total employer contributions2018-12-312,400,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,348,803
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31886,670
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31834,919
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-31834,919
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,348,803
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01123
Total number of active participants reported on line 7a of the Form 55002018-01-0170
Number of retired or separated participants receiving benefits2018-01-0115
Number of other retired or separated participants entitled to future benefits2018-01-0134
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01119
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets2017-12-3118,980,429
Acturial value of plan assets2017-12-3118,980,429
Funding target for retired participants and beneficiaries receiving payment2017-12-311,666,532
Number of terminated vested participants2017-12-3131
Fundng target for terminated vested participants2017-12-311,512,683
Active participant vested funding target2017-12-319,415,701
Number of active participants2017-12-3182
Total funding liabilities for active participants2017-12-319,415,701
Total participant count2017-12-31124
Total funding target for all participants2017-12-3112,594,916
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-314,314,393
Prefunding balanced used to offset prior years funding requirement2017-12-31755,001
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-313,559,392
Present value of excess contributions2017-12-312,337,041
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,495,822
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-312,495,822
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-316,362,235
Total employer contributions2017-12-312,950,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,873,630
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31795,055
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31771,777
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-31771,777
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-312,873,630
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01123
Total number of active participants reported on line 7a of the Form 55002017-01-0176
Number of retired or separated participants receiving benefits2017-01-0112
Number of other retired or separated participants entitled to future benefits2017-01-0135
Total of all active and inactive participants2017-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k membership
Market value of plan assets2016-12-3115,332,843
Acturial value of plan assets2016-12-3115,332,843
Funding target for retired participants and beneficiaries receiving payment2016-12-311,456,325
Number of terminated vested participants2016-12-3127
Fundng target for terminated vested participants2016-12-311,224,020
Active participant vested funding target2016-12-318,338,105
Number of active participants2016-12-3187
Total funding liabilities for active participants2016-12-318,338,105
Total participant count2016-12-31123
Total funding target for all participants2016-12-3111,018,450
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-313,464,875
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-313,464,875
Present value of excess contributions2016-12-312,434,904
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,584,407
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-312,584,407
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-311,654,479
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-314,314,393
Total employer contributions2016-12-312,400,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,337,041
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31755,001
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31755,001
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-31755,001
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,337,041
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01123
Total number of active participants reported on line 7a of the Form 55002016-01-0182
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0130
Total of all active and inactive participants2016-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2015 401k membership
Total participants, beginning-of-year2015-01-01125
Total number of active participants reported on line 7a of the Form 55002015-01-0187
Number of retired or separated participants receiving benefits2015-01-019
Number of other retired or separated participants entitled to future benefits2015-01-0127
Total of all active and inactive participants2015-01-01123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01123
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2014 401k membership
Total participants, beginning-of-year2014-01-01144
Total number of active participants reported on line 7a of the Form 55002014-01-0191
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01125
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01125
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 401k membership
Total participants, beginning-of-year2013-01-01144
Total number of active participants reported on line 7a of the Form 55002013-01-0193
Number of retired or separated participants receiving benefits2013-01-016
Number of other retired or separated participants entitled to future benefits2013-01-0145
Total of all active and inactive participants2013-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 401k membership
Total participants, beginning-of-year2012-01-01144
Total number of active participants reported on line 7a of the Form 55002012-01-0197
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0145
Total of all active and inactive participants2012-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2011 401k membership
Total participants, beginning-of-year2011-01-01144
Total number of active participants reported on line 7a of the Form 55002011-01-01102
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0142
Total of all active and inactive participants2011-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2010 401k membership
Total participants, beginning-of-year2010-01-01148
Total number of active participants reported on line 7a of the Form 55002010-01-01107
Number of retired or separated participants receiving benefits2010-01-010
Number of other retired or separated participants entitled to future benefits2010-01-0137
Total of all active and inactive participants2010-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01112
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Measure Date Value
2022 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-4,516,991
Total of all expenses incurred2022-12-31$1,717,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$1,611,175
Value of total assets at end of year2022-12-31$26,467,051
Value of total assets at beginning of year2022-12-31$32,701,467
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$106,250
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,275,814
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$1,275,814
Administrative expenses professional fees incurred2022-12-31$21,250
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,234,416
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,467,051
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$32,701,467
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$25,503,220
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$31,484,807
Value of interest in pooled separate accounts at end of year2022-12-31$963,831
Value of interest in pooled separate accounts at beginning of year2022-12-31$1,216,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-5,539,537
Net investment gain/loss from pooled separate accounts2022-12-31$-253,268
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$1,611,175
Contract administrator fees2022-12-31$85,000
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 name2022-12-31MCSOLEY MCCOY@ CO
Accountancy firm EIN2022-12-31030327374
2021 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$3,793,634
Total of all expenses incurred2021-12-31$3,192,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,107,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$610,652
Value of total assets at end of year2021-12-31$32,701,467
Value of total assets at beginning of year2021-12-31$32,100,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$85,250
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$771,258
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$771,258
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$10,652
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$601,014
Value of net assets at end of year (total assets less liabilities)2021-12-31$32,701,467
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$32,100,453
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$31,484,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$29,921,800
Value of interest in pooled separate accounts at end of year2021-12-31$1,216,660
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,178,653
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,073,591
Net investment gain/loss from pooled separate accounts2021-12-31$338,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,107,370
Contract administrator fees2021-12-31$85,250
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 name2021-12-31MCSOLEY MCCOY@ CO
Accountancy firm EIN2021-12-31030327374
2020 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$4,841,520
Total of all expenses incurred2020-12-31$2,344,379
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,259,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,808,574
Value of total assets at end of year2020-12-31$32,100,453
Value of total assets at beginning of year2020-12-31$29,603,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$85,150
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$524,241
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$524,241
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$8,574
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$2,497,141
Value of net assets at end of year (total assets less liabilities)2020-12-31$32,100,453
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$29,603,312
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$29,921,800
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$28,962,828
Value of interest in pooled separate accounts at end of year2020-12-31$2,178,653
Value of interest in pooled separate accounts at beginning of year2020-12-31$640,484
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$2,174,683
Net investment gain/loss from pooled separate accounts2020-12-31$334,022
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
Contributions received in cash from employer2020-12-31$1,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,259,229
Contract administrator fees2020-12-31$85,150
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 name2020-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2020-12-31030327374
2019 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$6,292,710
Total of all expenses incurred2019-12-31$908,540
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$882,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,827,687
Value of total assets at end of year2019-12-31$29,603,312
Value of total assets at beginning of year2019-12-31$24,219,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$25,878
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$677,148
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$677,148
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$27,687
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$5,384,170
Value of net assets at end of year (total assets less liabilities)2019-12-31$29,603,312
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$24,219,142
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$28,962,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$19,143,430
Value of interest in pooled separate accounts at end of year2019-12-31$640,484
Value of interest in pooled separate accounts at beginning of year2019-12-31$5,075,712
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,771,503
Net investment gain/loss from pooled separate accounts2019-12-31$1,016,372
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$882,662
Contract administrator fees2019-12-31$25,878
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2019-12-31030327374
2018 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 401k financial data
Total income from all sources (including contributions)2018-12-31$1,016,283
Total of all expenses incurred2018-12-31$907,257
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$903,047
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,408,442
Value of total assets at end of year2018-12-31$24,219,142
Value of total assets at beginning of year2018-12-31$24,110,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,210
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$879,594
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$879,594
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$8,442
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$109,026
Value of net assets at end of year (total assets less liabilities)2018-12-31$24,219,142
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$24,110,116
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$19,143,430
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$18,441,805
Value of interest in pooled separate accounts at end of year2018-12-31$5,075,712
Value of interest in pooled separate accounts at beginning of year2018-12-31$5,668,311
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,886,944
Net investment gain/loss from pooled separate accounts2018-12-31$-384,809
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
Contributions received in cash from employer2018-12-31$2,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$903,047
Contract administrator fees2018-12-31$4,210
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 name2018-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2018-12-31030327374
2017 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 401k financial data
Total income from all sources (including contributions)2017-12-31$5,633,028
Total of all expenses incurred2017-12-31$503,341
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$489,270
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$2,969,878
Value of total assets at end of year2017-12-31$24,110,116
Value of total assets at beginning of year2017-12-31$18,980,429
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$14,071
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$411,171
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$411,171
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$19,878
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$5,129,687
Value of net assets at end of year (total assets less liabilities)2017-12-31$24,110,116
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$18,980,429
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$18,441,805
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$12,717,130
Value of interest in pooled separate accounts at end of year2017-12-31$5,668,311
Value of interest in pooled separate accounts at beginning of year2017-12-31$6,263,299
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,409,304
Net investment gain/loss from pooled separate accounts2017-12-31$842,675
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
Contributions received in cash from employer2017-12-31$2,950,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$489,270
Contract administrator fees2017-12-31$14,071
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 name2017-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2017-12-31030327374
2016 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$3,825,301
Total of all expenses incurred2016-12-31$177,715
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$146,337
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,404,945
Value of total assets at end of year2016-12-31$18,980,429
Value of total assets at beginning of year2016-12-31$15,332,843
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$31,378
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$221,658
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$221,658
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$4,945
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$3,647,586
Value of net assets at end of year (total assets less liabilities)2016-12-31$18,980,429
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,332,843
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$12,717,130
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$10,419,447
Value of interest in pooled separate accounts at end of year2016-12-31$6,263,299
Value of interest in pooled separate accounts at beginning of year2016-12-31$4,913,396
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$549,707
Net investment gain/loss from pooled separate accounts2016-12-31$648,991
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
Contributions received in cash from employer2016-12-31$2,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$146,337
Contract administrator fees2016-12-31$31,378
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 name2016-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2016-12-31030327374
2015 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$2,155,073
Total of all expenses incurred2015-12-31$379,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$355,254
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,500,000
Value of total assets at end of year2015-12-31$15,332,843
Value of total assets at beginning of year2015-12-31$13,556,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$23,830
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$439,622
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$439,622
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other income not declared elsewhere2015-12-31$10,954
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$1,775,989
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,332,843
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$13,556,854
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
Investment advisory and management fees2015-12-31$23,830
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$10,419,447
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$8,558,999
Value of interest in pooled separate accounts at end of year2015-12-31$4,913,396
Value of interest in pooled separate accounts at beginning of year2015-12-31$4,997,855
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-790,181
Net investment gain/loss from pooled separate accounts2015-12-31$-5,322
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$355,254
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2015-12-31030327374
2014 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$3,048,106
Total of all expenses incurred2014-12-31$858,066
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$840,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,400,000
Value of total assets at end of year2014-12-31$13,556,854
Value of total assets at beginning of year2014-12-31$11,366,814
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$17,350
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$415,132
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$415,132
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,190,040
Value of net assets at end of year (total assets less liabilities)2014-12-31$13,556,854
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$11,366,814
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$8,558,999
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,916,345
Value of interest in pooled separate accounts at end of year2014-12-31$4,997,855
Value of interest in pooled separate accounts at beginning of year2014-12-31$4,450,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-160,159
Net investment gain/loss from pooled separate accounts2014-12-31$393,133
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$840,716
Contract administrator fees2014-12-31$17,350
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2014-12-31030327374
2013 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,290,365
Total of all expenses incurred2013-12-31$92,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$66,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,206,322
Value of total assets at end of year2013-12-31$11,366,814
Value of total assets at beginning of year2013-12-31$9,168,721
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$25,542
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$123,879
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$123,879
Administrative expenses professional fees incurred2013-12-31$20,000
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$6,322
Administrative expenses (other) incurred2013-12-31$125
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$2,198,093
Value of net assets at end of year (total assets less liabilities)2013-12-31$11,366,814
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$9,168,721
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,916,345
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$9,168,721
Value of interest in pooled separate accounts at end of year2013-12-31$4,450,469
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$171,206
Net investment gain/loss from pooled separate accounts2013-12-31$788,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$66,730
Contract administrator fees2013-12-31$5,417
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCSOLEY MCCOY & CO
Accountancy firm EIN2013-12-31030327374
2012 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$1,668,656
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$539,915
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$539,740
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$750,000
Value of total assets at end of year2012-12-31$9,168,721
Value of total assets at beginning of year2012-12-31$8,039,980
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$175
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$175
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,128,741
Value of net assets at end of year (total assets less liabilities)2012-12-31$9,168,721
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$8,039,980
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$9,168,721
Value of interest in pooled separate accounts at end of year2012-12-31$0
Value of interest in pooled separate accounts at beginning of year2012-12-31$8,039,980
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from pooled separate accounts2012-12-31$918,656
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$539,740
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2012-12-31030327374
2011 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,047,185
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$24,630
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$24,555
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,000,000
Value of total assets at end of year2011-12-31$8,039,980
Value of total assets at beginning of year2011-12-31$7,017,425
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75
Total interest from all sources2011-12-31$5
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$75
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,022,555
Value of net assets at end of year (total assets less liabilities)2011-12-31$8,039,980
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,017,425
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in pooled separate accounts at end of year2011-12-31$8,039,980
Value of interest in pooled separate accounts at beginning of year2011-12-31$7,017,425
Interest earned on other investments2011-12-31$5
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from pooled separate accounts2011-12-31$47,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$24,555
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31MCSOLEY MCCOY & CO.
Accountancy firm EIN2011-12-31030327374
2010 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$715,001
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,295,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,294,948
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$7,017,425
Value of total assets at beginning of year2010-12-31$7,597,585
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$213
Total interest from all sources2010-12-31$7,094
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$-580,160
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,017,425
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$7,597,585
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$7,017,425
Value of interest in pooled separate accounts at beginning of year2010-12-31$6,135,324
Interest earned on other investments2010-12-31$7,094
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$1,462,261
Net investment gain/loss from pooled separate accounts2010-12-31$707,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,294,948
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31MCSOLEY, MCCOY & CO.
Accountancy firm EIN2010-12-31030327374
2009 : NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

2022: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
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: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
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: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
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: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
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: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
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: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NEW ENGLAND FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Number of Individuals Covered77
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Number of Individuals Covered0
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $0
Amount paid for insurance broker fees0
Insurance broker organization code?3
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Number of Individuals Covered0
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $8,092
Total amount of fees paid to insurance companyUSD $1,950
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $8,092
Amount paid for insurance broker fees0
Additional information about fees paid to insurance brokerADVISOR
Insurance broker organization code?3
Insurance broker nameSUMMIT FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Number of Individuals Covered0
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $15,339
Total amount of fees paid to insurance companyUSD $2,557
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,339
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameSUMMIT FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Number of Individuals Covered0
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $13,261
Total amount of fees paid to insurance companyUSD $2,210
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $13,261
Amount paid for insurance broker fees0
Insurance broker organization code?3
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker nameSUMMIT FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH 1102
Policy instance 2
Insurance contract or identification numberZH 1102
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $7,857
Total amount of fees paid to insurance companyUSD $3,559
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 BrokerUSD $7,857
Amount paid for insurance broker fees2317
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker nameSUMMIT FINANCIAL CORPORATION
PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number459883
Policy instance 1
Insurance contract or identification number459883
Insurance policy start date2013-06-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $2,863
Total amount of fees paid to insurance companyUSD $6,192
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,863
Amount paid for insurance broker fees4899
Additional information about fees paid to insurance brokerSERVICE FEE
Insurance broker organization code?3
Insurance broker nameSUMMIT FINANCIAL CORPORATION
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH 1102
Policy instance 1
Insurance contract or identification numberZH 1102
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $21,418
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $21,418
Insurance broker organization code?3
Insurance broker nameSENTINEL INSURANCE AGENCY INC
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH 1102
Policy instance 1
Insurance contract or identification numberZH 1102
Number of Individuals Covered144
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $18,317
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )
Policy contract numberZH 1102
Policy instance 1
Insurance contract or identification numberZH 1102
Number of Individuals Covered144
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $16,744
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,744
Insurance broker organization code?3
Insurance broker nameSENTINEL INSURANCE AGENCY INC

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