401k Plan data: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN plan

NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 401k Plan overview

Plan Name	NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN
Plan identification number	003

NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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 SALARY SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2023-01-01
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01 SUSAN FRENCH CHURCH
003 2017-01-01 SUSAN FRENCH CHURCH
003 2016-01-01 SUSAN FRENCH CHURCH
003 2015-01-01 JACK EWELL
003 2014-01-01 JACK EWELL
003 2013-01-01 JACK EWELL
003 2012-01-01 JACK EWELL 2013-07-18
003 2011-01-01 JACK EWELL 2012-06-04
003 2010-01-01 JACK EWELL 2011-06-10 JACK EWELL 2011-06-10

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2023-01-01
003	2022-01-01
003	2021-01-01
003	2020-01-01
003	2019-01-01
003	2018-01-01	SUSAN FRENCH CHURCH
003	2017-01-01	SUSAN FRENCH CHURCH
003	2016-01-01	SUSAN FRENCH CHURCH
003	2015-01-01	JACK EWELL
003	2014-01-01	JACK EWELL
003	2013-01-01	JACK EWELL
003	2012-01-01	JACK EWELL	2013-07-18
003	2011-01-01	JACK EWELL	2012-06-04
003	2010-01-01	JACK EWELL	2011-06-10	JACK EWELL	2011-06-10

Plan Statistics for NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN

401k plan membership statisitcs for NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN

Measure Date Value
2023: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 280
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 419
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 124
Total of all active and inactive participants 2023-01-01 543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 543
Number of participants with account balances 2023-01-01 543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 14
2022: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 269
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 234
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 46
Total of all active and inactive participants 2022-01-01 280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 0
Total participants 2022-01-01 280
Number of participants with account balances 2022-01-01 280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 247
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 222
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 47
Total of all active and inactive participants 2021-01-01 269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 269
Number of participants with account balances 2021-01-01 269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 219
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 205
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 42
Total of all active and inactive participants 2020-01-01 247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 247
Number of participants with account balances 2020-01-01 247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 199
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 183
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 36
Total of all active and inactive participants 2019-01-01 219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 219
Number of participants with account balances 2019-01-01 219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 169
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 172
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 27
Total of all active and inactive participants 2018-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 199
Number of participants with account balances 2018-01-01 197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 156
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 144
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 25
Total of all active and inactive participants 2017-01-01 169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 169
Number of participants with account balances 2017-01-01 162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 139
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 17
Total of all active and inactive participants 2016-01-01 156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 156
Number of participants with account balances 2016-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 135
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 131
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 20
Total of all active and inactive participants 2015-01-01 151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 151
Number of participants with account balances 2015-01-01 142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 113
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 126
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 9
Total of all active and inactive participants 2014-01-01 135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 135
Number of participants with account balances 2014-01-01 126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 137
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 102
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 11
Total of all active and inactive participants 2013-01-01 113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 113
Number of participants with account balances 2013-01-01 106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0

Measure	Date	Value
2023: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	280
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	419
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	124
Total of all active and inactive participants	2023-01-01	543
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	543
Number of participants with account balances	2023-01-01	543
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	14
2022: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	269
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	234
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	46
Total of all active and inactive participants	2022-01-01	280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	0
Total participants	2022-01-01	280
Number of participants with account balances	2022-01-01	280
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	247
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	222
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	47
Total of all active and inactive participants	2021-01-01	269
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	269
Number of participants with account balances	2021-01-01	269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	219
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	205
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	42
Total of all active and inactive participants	2020-01-01	247
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	247
Number of participants with account balances	2020-01-01	247
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	199
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	183
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	36
Total of all active and inactive participants	2019-01-01	219
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	219
Number of participants with account balances	2019-01-01	219
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	169
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	172
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	27
Total of all active and inactive participants	2018-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	199
Number of participants with account balances	2018-01-01	197
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	156
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	144
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	25
Total of all active and inactive participants	2017-01-01	169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	169
Number of participants with account balances	2017-01-01	162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	139
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	17
Total of all active and inactive participants	2016-01-01	156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	156
Number of participants with account balances	2016-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	135
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	131
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	20
Total of all active and inactive participants	2015-01-01	151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	151
Number of participants with account balances	2015-01-01	142
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	113
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	126
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	9
Total of all active and inactive participants	2014-01-01	135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	135
Number of participants with account balances	2014-01-01	126
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	137
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	102
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	11
Total of all active and inactive participants	2013-01-01	113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	113
Number of participants with account balances	2013-01-01	106
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0

Financial Data on NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN

Measure	Date	Value
2023 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2023 401k financial data
Total transfer of assets to this plan	2023-12-31	$23,510,720
Total income from all sources (including contributions)	2023-12-31	$11,627,258
Total of all expenses incurred	2023-12-31	$3,103,516
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,085,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$6,317,624
Value of total assets at end of year	2023-12-31	$46,588,501
Value of total assets at beginning of year	2023-12-31	$14,554,039
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$17,721
Total interest from all sources	2023-12-31	$38,631
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$138,689
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$138,689
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$2,495,803
Participant contributions at end of year	2023-12-31	$819,669
Participant contributions at beginning of year	2023-12-31	$441,348
Participant contributions at end of year	2023-12-31	$69,104
Participant contributions at beginning of year	2023-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$1,556,636
Other income not declared elsewhere	2023-12-31	$504,905
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$8,523,742
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$46,588,501
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$14,554,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$8,290,511
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$3,209,016
Value of interest in pooled separate accounts at end of year	2023-12-31	$322,979
Value of interest in pooled separate accounts at beginning of year	2023-12-31	$132,038
Interest on participant loans	2023-12-31	$38,631
Value of interest in common/collective trusts at end of year	2023-12-31	$36,957,288
Value of interest in common/collective trusts at beginning of year	2023-12-31	$10,757,013
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$827,891
Net investment gain/loss from pooled separate accounts	2023-12-31	$53,462
Net investment gain or loss from common/collective trusts	2023-12-31	$3,746,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$2,265,185
Employer contributions (assets) at end of year	2023-12-31	$128,950
Employer contributions (assets) at beginning of year	2023-12-31	$14,624
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,085,795
Contract administrator fees	2023-12-31	$17,721
Did the plan have assets held for investment	2023-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2023-12-31	030327374
2022 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-16,817
Total of all expenses incurred	2022-12-31	$898,417
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$891,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$2,760,875
Value of total assets at end of year	2022-12-31	$14,554,039
Value of total assets at beginning of year	2022-12-31	$15,469,273
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$7,253
Total interest from all sources	2022-12-31	$20,255
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$52,180
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$52,180
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,301,878
Participant contributions at end of year	2022-12-31	$441,348
Participant contributions at beginning of year	2022-12-31	$398,685
Participant contributions at end of year	2022-12-31	$0
Participant contributions at beginning of year	2022-12-31	$37,763
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$470,420
Other income not declared elsewhere	2022-12-31	$9,168
Administrative expenses (other) incurred	2022-12-31	$7,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-915,234
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$14,554,039
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$15,469,273
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$3,209,016
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$5,143,158
Value of interest in pooled separate accounts at end of year	2022-12-31	$132,038
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$131,255
Interest on participant loans	2022-12-31	$20,255
Value of interest in common/collective trusts at end of year	2022-12-31	$10,757,013
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,705,008
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-899,635
Net investment gain/loss from pooled separate accounts	2022-12-31	$-31,516
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,928,144
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$988,577
Employer contributions (assets) at end of year	2022-12-31	$14,624
Employer contributions (assets) at beginning of year	2022-12-31	$53,404
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$891,164
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MCSOLEY MCCOY@ CO
Accountancy firm EIN	2022-12-31	030327374
2021 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$4,168,542
Total of all expenses incurred	2021-12-31	$232,840
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$226,951
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$2,208,430
Value of total assets at end of year	2021-12-31	$15,469,273
Value of total assets at beginning of year	2021-12-31	$11,533,571
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$5,889
Total interest from all sources	2021-12-31	$13,627
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$86,639
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$86,639
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,164,793
Participant contributions at end of year	2021-12-31	$398,685
Participant contributions at beginning of year	2021-12-31	$252,274
Participant contributions at end of year	2021-12-31	$37,763
Participant contributions at beginning of year	2021-12-31	$36,363
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$173,474
Administrative expenses (other) incurred	2021-12-31	$5,889
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,935,702
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$15,469,273
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$11,533,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$5,143,158
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$3,803,370
Value of interest in pooled separate accounts at end of year	2021-12-31	$131,255
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$119,151
Interest on participant loans	2021-12-31	$13,627
Value of interest in common/collective trusts at end of year	2021-12-31	$9,705,008
Value of interest in common/collective trusts at beginning of year	2021-12-31	$7,297,771
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$623,014
Net investment gain/loss from pooled separate accounts	2021-12-31	$24,759
Net investment gain or loss from common/collective trusts	2021-12-31	$1,212,073
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$870,163
Employer contributions (assets) at end of year	2021-12-31	$53,404
Employer contributions (assets) at beginning of year	2021-12-31	$24,642
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$226,951
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MCSOLEY MCCOY@ CO
Accountancy firm EIN	2021-12-31	030327374
2020 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$3,176,641
Total of all expenses incurred	2020-12-31	$1,019,888
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$1,014,943
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,741,781
Value of total assets at end of year	2020-12-31	$11,533,571
Value of total assets at beginning of year	2020-12-31	$9,376,818
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$4,945
Total interest from all sources	2020-12-31	$13,770
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$50,802
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$50,802
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$1,020,060
Participant contributions at end of year	2020-12-31	$252,274
Participant contributions at beginning of year	2020-12-31	$248,827
Participant contributions at end of year	2020-12-31	$36,363
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$69,462
Other income not declared elsewhere	2020-12-31	$10,372
Administrative expenses (other) incurred	2020-12-31	$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 appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$2,156,753
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$11,533,571
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$9,376,818
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$3,803,370
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$3,083,412
Value of interest in pooled separate accounts at end of year	2020-12-31	$119,151
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$73,514
Interest on participant loans	2020-12-31	$13,770
Value of interest in common/collective trusts at end of year	2020-12-31	$7,297,771
Value of interest in common/collective trusts at beginning of year	2020-12-31	$5,971,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$399,067
Net investment gain/loss from pooled separate accounts	2020-12-31	$17,696
Net investment gain or loss from common/collective trusts	2020-12-31	$943,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$652,259
Employer contributions (assets) at end of year	2020-12-31	$24,642
Employer contributions (assets) at beginning of year	2020-12-31	$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$1,014,943
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2020-12-31	030327374
2019 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$3,033,284
Total of all expenses incurred	2019-12-31	$145,466
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$140,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,486,651
Value of total assets at end of year	2019-12-31	$9,376,818
Value of total assets at beginning of year	2019-12-31	$6,489,000
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$4,776
Total interest from all sources	2019-12-31	$13,761
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$46,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$46,659
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$834,814
Participant contributions at end of year	2019-12-31	$248,827
Participant contributions at beginning of year	2019-12-31	$212,025
Participant contributions at beginning of year	2019-12-31	$150
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$108,204
Other income not declared elsewhere	2019-12-31	$6,020
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$2,887,818
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$9,376,818
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$6,489,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$3,083,412
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$1,505,486
Value of interest in pooled separate accounts at end of year	2019-12-31	$73,514
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$688,874
Interest on participant loans	2019-12-31	$13,761
Value of interest in common/collective trusts at end of year	2019-12-31	$5,971,050
Value of interest in common/collective trusts at beginning of year	2019-12-31	$4,082,465
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$386,783
Net investment gain/loss from pooled separate accounts	2019-12-31	$145,367
Net investment gain or loss from common/collective trusts	2019-12-31	$948,043
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$543,633
Employer contributions (assets) at end of year	2019-12-31	$15
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$140,690
Contract administrator fees	2019-12-31	$4,776
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2019-12-31	030327374
2018 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$812,722
Total of all expenses incurred	2018-12-31	$174,784
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$168,759
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,378,987
Value of total assets at end of year	2018-12-31	$6,489,000
Value of total assets at beginning of year	2018-12-31	$5,851,062
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,025
Total interest from all sources	2018-12-31	$7,093
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$31,118
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$31,118
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$694,389
Participant contributions at end of year	2018-12-31	$212,025
Participant contributions at beginning of year	2018-12-31	$114,736
Participant contributions at end of year	2018-12-31	$150
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$287,073
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$637,938
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$6,489,000
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$5,851,062
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$1,505,486
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$1,383,002
Value of interest in pooled separate accounts at end of year	2018-12-31	$688,874
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$674,515
Interest on participant loans	2018-12-31	$7,093
Value of interest in common/collective trusts at end of year	2018-12-31	$4,082,465
Value of interest in common/collective trusts at beginning of year	2018-12-31	$3,678,809
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-168,796
Net investment gain/loss from pooled separate accounts	2018-12-31	$-55,463
Net investment gain or loss from common/collective trusts	2018-12-31	$-380,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$397,525
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$168,759
Contract administrator fees	2018-12-31	$6,025
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2018-12-31	030327374
2017 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$1,697,705
Total of all expenses incurred	2017-12-31	$178,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$171,416
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$876,641
Value of total assets at end of year	2017-12-31	$5,851,062
Value of total assets at beginning of year	2017-12-31	$4,331,709
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$6,936
Total interest from all sources	2017-12-31	$4,678
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$22,302
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$22,302
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$549,554
Participant contributions at end of year	2017-12-31	$114,736
Participant contributions at beginning of year	2017-12-31	$96,460
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$89,298
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$1,519,353
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$5,851,062
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$4,331,709
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$1,383,002
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$1,087,750
Value of interest in pooled separate accounts at end of year	2017-12-31	$674,515
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$553,620
Interest on participant loans	2017-12-31	$4,678
Value of interest in common/collective trusts at end of year	2017-12-31	$3,678,809
Value of interest in common/collective trusts at beginning of year	2017-12-31	$2,593,879
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$188,333
Net investment gain/loss from pooled separate accounts	2017-12-31	$104,433
Net investment gain or loss from common/collective trusts	2017-12-31	$501,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$237,789
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$171,416
Contract administrator fees	2017-12-31	$6,936
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2017-12-31	030327374
2016 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$1,193,047
Total of all expenses incurred	2016-12-31	$133,260
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$126,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$875,911
Value of total assets at end of year	2016-12-31	$4,331,709
Value of total assets at beginning of year	2016-12-31	$3,271,922
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$6,803
Total interest from all sources	2016-12-31	$3,137
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$13,109
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$13,109
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$467,517
Participant contributions at end of year	2016-12-31	$96,460
Participant contributions at beginning of year	2016-12-31	$65,864
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$215,851
Other income not declared elsewhere	2016-12-31	$3,741
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$1,059,787
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$4,331,709
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$3,271,922
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$1,087,750
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$442,050
Value of interest in pooled separate accounts at end of year	2016-12-31	$553,620
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$62,147
Interest on participant loans	2016-12-31	$3,137
Value of interest in common/collective trusts at end of year	2016-12-31	$2,593,879
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,701,861
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$29,106
Net investment gain/loss from pooled separate accounts	2016-12-31	$49,441
Net investment gain or loss from common/collective trusts	2016-12-31	$218,602
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$192,543
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$126,457
Contract administrator fees	2016-12-31	$6,803
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2016-12-31	030327374
2015 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$679,930
Total of all expenses incurred	2015-12-31	$169,060
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$162,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$719,204
Value of total assets at end of year	2015-12-31	$3,271,922
Value of total assets at beginning of year	2015-12-31	$2,761,052
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$6,191
Total interest from all sources	2015-12-31	$3,272
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$5,905
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$5,905
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$418,069
Participant contributions at end of year	2015-12-31	$65,864
Participant contributions at beginning of year	2015-12-31	$98,279
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$127,301
Other income not declared elsewhere	2015-12-31	$771
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$510,870
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$3,271,922
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$2,761,052
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$442,050
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$393,342
Value of interest in pooled separate accounts at end of year	2015-12-31	$62,147
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$43,728
Interest on participant loans	2015-12-31	$3,272
Value of interest in common/collective trusts at end of year	2015-12-31	$2,701,861
Value of interest in common/collective trusts at beginning of year	2015-12-31	$2,225,703
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,982
Net investment gain/loss from pooled separate accounts	2015-12-31	$-541
Net investment gain or loss from common/collective trusts	2015-12-31	$-35,699
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$173,834
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$162,869
Contract administrator fees	2015-12-31	$6,191
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2015-12-31	030327374
2014 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$629,728
Total of all expenses incurred	2014-12-31	$97,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$91,838
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$477,209
Value of total assets at end of year	2014-12-31	$2,761,052
Value of total assets at beginning of year	2014-12-31	$2,228,325
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,163
Total interest from all sources	2014-12-31	$3,163
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$6,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$6,374
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$311,276
Participant contributions at end of year	2014-12-31	$98,279
Participant contributions at beginning of year	2014-12-31	$47,562
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$30,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$532,727
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$2,761,052
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,228,325
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$393,342
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$314,935
Value of interest in pooled separate accounts at end of year	2014-12-31	$43,728
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$30,142
Interest on participant loans	2014-12-31	$3,163
Value of interest in common/collective trusts at end of year	2014-12-31	$2,225,703
Value of interest in common/collective trusts at beginning of year	2014-12-31	$1,834,287
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$11,481
Net investment gain/loss from pooled separate accounts	2014-12-31	$3,797
Net investment gain or loss from common/collective trusts	2014-12-31	$127,704
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$135,600
Employer contributions (assets) at beginning of year	2014-12-31	$1,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$91,838
Contract administrator fees	2014-12-31	$5,163
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2014-12-31	No
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2014-12-31	030327374
2013 : NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$1,130,198
Total of all expenses incurred	2013-12-31	$63,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$59,627
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$848,587
Value of total assets at end of year	2013-12-31	$2,228,325
Value of total assets at beginning of year	2013-12-31	$1,161,234
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$3,480
Total interest from all sources	2013-12-31	$879
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$3,659
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$3,659
Administrative expenses professional fees incurred	2013-12-31	$550
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$2,500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$265,766
Participant contributions at end of year	2013-12-31	$47,562
Participant contributions at beginning of year	2013-12-31	$859
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$456,561
Other income not declared elsewhere	2013-12-31	$366
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$1,067,091
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,228,325
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$1,161,234
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$314,935
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$1,105,611
Value of interest in pooled separate accounts at end of year	2013-12-31	$30,142
Interest on participant loans	2013-12-31	$879
Value of interest in common/collective trusts at end of year	2013-12-31	$1,834,287
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$52,621
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$23,488
Net investment gain/loss from pooled separate accounts	2013-12-31	$117,630
Net investment gain or loss from common/collective trusts	2013-12-31	$135,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$126,260
Employer contributions (assets) at end of year	2013-12-31	$1,399
Employer contributions (assets) at beginning of year	2013-12-31	$2,143
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$59,627
Contract administrator fees	2013-12-31	$2,930
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MCSOLEY MCCOY & CO
Accountancy firm EIN	2013-12-31	030327374

Form 5500 Responses for NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN

2023: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: NEW ENGLAND FEDERAL CREDIT UNION SALARY SAVINGS PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	543
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
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 number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	280
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	269
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
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 number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	247
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
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 number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	219
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
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 number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	197
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Insurance broker organization code?	3

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	162
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $727
Total amount of fees paid to insurance company	USD $217
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $727
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker name	SUMMIT FINANCIAL CORPORATION

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	142
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $150
Total amount of fees paid to insurance company	USD $25
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $150
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker name	SUMMIT FINANCIAL CORPORATION

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	135
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $104
Total amount of fees paid to insurance company	USD $17
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $104
Amount paid for insurance broker fees	0
Insurance broker organization code?	3
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker name	SUMMIT FINANCIAL CORPORATION

VOYA RETIRIEMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 86509 )

Policy contract number

GH4759

Policy instance

Insurance contract or identification number	GH4759
Number of Individuals Covered	0
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,898
Total amount of fees paid to insurance company	USD $469
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,032
Amount paid for insurance broker fees	296
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	SUMMIT FINANCIAL CORPORATION

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )

Policy contract number

809335

Policy instance

Insurance contract or identification number	809335
Number of Individuals Covered	115
Insurance policy start date	2013-07-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $1,272
Total amount of fees paid to insurance company	USD $1,427
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $1,272
Amount paid for insurance broker fees	183
Additional information about fees paid to insurance broker	SERVICE FEE
Insurance broker organization code?	3
Insurance broker name	SUMMIT FINANCIAL CORPORATION

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