NORTHERN TIER FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 401k Plan overview

NORTHERN TIER FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST Benefits

401k Sponsoring company profile

Company Name:	NORTHERN TIER FEDERAL CREDIT UNION
Employer identification number (EIN):	450274113
NAIC Classification:	522130
NAIC Description:	Credit Unions

Form 5500 Filing Information

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2017-12-01	WENDY ARNE	2019-01-11
001	2016-12-01	WENDY ARNE	2018-09-10
001	2015-12-01	DARRELL ROOS	2017-02-24
001	2014-12-01	DARRELL ROOS	2016-02-11
001	2013-12-01	DARRELL E ROOS	2015-06-08
001	2012-12-01	DARRELL E ROOS	2014-07-11
001	2011-12-01	DARRELL E ROOS	2013-08-02
001	2010-12-01	DARRELL ROOS	2012-07-02

Plan Statistics for NORTHERN TIER FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST

Measure	Date	Value
2017: NORTHERN TIER FEDERAL CREDIT UNION 412(I) DEFINED BENEFIT PLAN AND TRUST 2017 401k membership
Market value of plan assets	2017-11-30	3,245,157
Acturial value of plan assets	2017-11-30	3,245,157
Funding target for retired participants and beneficiaries receiving payment	2017-11-30	0
Number of terminated vested participants	2017-11-30	13
Fundng target for terminated vested participants	2017-11-30	162,815
Active participant vested funding target	2017-11-30	1,195,886
Number of active participants	2017-11-30	34
Total funding liabilities for active participants	2017-11-30	1,238,537
Total participant count	2017-11-30	47
Total funding target for all participants	2017-11-30	1,401,352
Balance at beginning of prior year after applicable adjustments	2017-11-30	0
Prefunding balance at beginning of prior year after applicable adjustments	2017-11-30	0
Carryover balanced portion elected for use to offset prior years funding requirement	2017-11-30	0
Prefunding balanced used to offset prior years funding requirement	2017-11-30	0
Amount remaining of carryover balance	2017-11-30	0
Amount remaining of prefunding balance	2017-11-30	0
Present value of excess contributions	2017-11-30	971,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2017-11-30	1,029,028
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2017-11-30	0
Reductions in caryover balances due to elections or deemed elections	2017-11-30	0
Reductions in prefunding balances due to elections or deemed elections	2017-11-30	0
Balance of carryovers at beginning of current year	2017-11-30	0
Balance of prefunding at beginning of current year	2017-11-30	0
Total employer contributions	2017-11-30	0
Total employee contributions	2017-11-30	0
Contributions allocated toward unpaid minimum require contributions from prior years	2017-11-30	0
Contributions made to avoid restrictions adjusted to valuation date	2017-11-30	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2017-11-30	0
Unpaid minimum required contributions for all prior years	2017-11-30	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2017-11-30	0
Remaining amount of unpaid minimum required contributions	2017-11-30	0
Minimum required contributions for current year target normal cost	2017-11-30	147,817
Net shortfall amortization installment of oustanding balance	2017-11-30	0
Waiver amortization installment	2017-11-30	0
Waived amount of outstanding balance	2017-11-30	0
Total funding amount beforereflecting carryover/prefunding balances	2017-11-30	0
Carryover balance elected to use to offset funding requirement	2017-11-30	0
Prefunding balance elected to use to offset funding requirement	2017-11-30	0
Additional cash requirement	2017-11-30	0
Contributions allocatedtoward minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for current year	2017-11-30	0
Unpaid minimum required contributions for all years	2017-11-30	0

Potentially related plans

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• NORTHERN TIER ENERGY RETIREMENT SAVINGS PLAN [EIN = 273005162]
• NORTHERN TIER COUNSELING, INC. TAX DEFERRED ANNUITY PLAN [EIN = 232735088]
• NORTHERN TIER ENERGY RETIREMENT PLAN [EIN = 273005162]
• NORTHERN TIER COMMUNITY ACTION 403(B) PLAN [EIN = 251201846]
• NORTHERN TIER VETERINARY CLINIC PENSION PLAN [EIN = 231916489]
• NORTHERN TIER NEPHROLOGY CASH BALANCE PENSION PLAN [EIN = 260810031]
• NORTHERN TIER NEPHROLOGY, INC. 401(K) PROFIT SHARING PLAN [EIN = 260810031]
• NORTHERN TIER VETERINARY CLINIC PROFIT SHARING PLAN [EIN = 231916489]
• NORTHERN TIER RETAIL SAVINGS PLAN [EIN = 273005162]
• NORTHERN TIER CONTRACTING, INC. 401(K) PLAN [EIN = 454125416]
• NORTHERN TIER PROVIDERS [EIN = 232564741]
• NORTHERN TIER REGIONAL PROVIDERS TRUST WELFARE PLAN [EIN = 256772438]

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