401k Plan data: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN plan

NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN
Plan identification number	003

NEA FEDERAL CREDIT UNION 401(K) RETIREMENT 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.
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

NORTHEAST ALLIANCE FEDERAL CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name: NORTHEAST ALLIANCE FEDERAL CREDIT UNION

Employer identification number (EIN): 132998926

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2017-01-01 DONALD BRIGGS
003 2016-01-01 SUASAN TINCH
003 2015-01-01 SUASAN TINCH
003 2014-01-01 RICHARD DALY
003 2013-01-01 RICHARD DALY 2014-07-28
003 2012-01-01 RICHARD DALY 2013-07-02
003 2011-01-01 RICHARD DALY 2012-07-19 RICHARD DALY 2012-07-19
003 2010-01-01 RICHARD DALY 2011-07-20 RICHARD DALY 2011-07-20

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2017-01-01	DONALD BRIGGS
003	2016-01-01	SUASAN TINCH
003	2015-01-01	SUASAN TINCH
003	2014-01-01	RICHARD DALY
003	2013-01-01	RICHARD DALY	2014-07-28
003	2012-01-01	RICHARD DALY	2013-07-02
003	2011-01-01	RICHARD DALY	2012-07-19	RICHARD DALY	2012-07-19
003	2010-01-01	RICHARD DALY	2011-07-20	RICHARD DALY	2011-07-20

Plan Statistics for NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

401k plan membership statisitcs for NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure Date Value
2017: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 32
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
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 0
Total of all active and inactive participants 2017-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 0
Number of participants with account balances 2017-01-01 0
2016: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 37
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 31
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 1
Total of all active and inactive participants 2016-01-01 32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 32
Number of participants with account balances 2016-01-01 32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 40
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 36
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 1
Total of all active and inactive participants 2015-01-01 37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 37
Number of participants with account balances 2015-01-01 31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 33
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 37
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 3
Total of all active and inactive participants 2014-01-01 40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 40
Number of participants with account balances 2014-01-01 34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0

Measure	Date	Value
2017: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	32
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
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	0
Total of all active and inactive participants	2017-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	0
Number of participants with account balances	2017-01-01	0
2016: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	37
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	31
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	1
Total of all active and inactive participants	2016-01-01	32
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	32
Number of participants with account balances	2016-01-01	32
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	40
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	36
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	1
Total of all active and inactive participants	2015-01-01	37
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	37
Number of participants with account balances	2015-01-01	31
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	33
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	37
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	3
Total of all active and inactive participants	2014-01-01	40
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	40
Number of participants with account balances	2014-01-01	34
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0

Financial Data on NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

Measure	Date	Value
2017 : NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 401k financial data
Transfers to/from the plan	2017-12-04	$0
Total plan liabilities at end of year	2017-12-04	$0
Total plan liabilities at beginning of year	2017-12-04	$0
Total income from all sources	2017-12-04	$411,332
Expenses. Total of all expenses incurred	2017-12-04	$3,342,022
Benefits paid (including direct rollovers)	2017-12-04	$3,341,859
Total plan assets at end of year	2017-12-04	$0
Total plan assets at beginning of year	2017-12-04	$2,930,690
Value of fidelity bond covering the plan	2017-12-04	$100,000
Total contributions received or receivable from participants	2017-12-04	$24,689
Expenses. Other expenses not covered elsewhere	2017-12-04	$0
Contributions received from other sources (not participants or employers)	2017-12-04	$0
Other income received	2017-12-04	$263,827
Noncash contributions received	2017-12-04	$0
Net income (gross income less expenses)	2017-12-04	$-2,930,690
Net plan assets at end of year (total assets less liabilities)	2017-12-04	$0
Net plan assets at beginning of year (total assets less liabilities)	2017-12-04	$2,930,690
Assets. Value of participant loans	2017-12-04	$0
Total contributions received or receivable from employer(s)	2017-12-04	$122,816
Value of certain deemed distributions of participant loans	2017-12-04	$0
Value of corrective distributions	2017-12-04	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2017-12-04	$163
2016 : NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 401k financial data
Transfers to/from the plan	2016-12-31	$0
Total plan liabilities at end of year	2016-12-31	$0
Total plan liabilities at beginning of year	2016-12-31	$0
Total income from all sources	2016-12-31	$385,111
Expenses. Total of all expenses incurred	2016-12-31	$72,814
Benefits paid (including direct rollovers)	2016-12-31	$72,570
Total plan assets at end of year	2016-12-31	$2,930,690
Total plan assets at beginning of year	2016-12-31	$2,618,393
Value of fidelity bond covering the plan	2016-12-31	$100,000
Total contributions received or receivable from participants	2016-12-31	$35,943
Expenses. Other expenses not covered elsewhere	2016-12-31	$0
Contributions received from other sources (not participants or employers)	2016-12-31	$0
Other income received	2016-12-31	$167,381
Noncash contributions received	2016-12-31	$0
Net income (gross income less expenses)	2016-12-31	$312,297
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$2,930,690
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$2,618,393
Assets. Value of participant loans	2016-12-31	$49,074
Total contributions received or receivable from employer(s)	2016-12-31	$181,787
Value of certain deemed distributions of participant loans	2016-12-31	$0
Value of corrective distributions	2016-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2016-12-31	$244
2015 : NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 401k financial data
Transfers to/from the plan	2015-12-31	$0
Total plan liabilities at end of year	2015-12-31	$0
Total plan liabilities at beginning of year	2015-12-31	$0
Total income from all sources	2015-12-31	$169,755
Expenses. Total of all expenses incurred	2015-12-31	$619,652
Benefits paid (including direct rollovers)	2015-12-31	$616,567
Total plan assets at end of year	2015-12-31	$2,618,393
Total plan assets at beginning of year	2015-12-31	$3,068,290
Value of fidelity bond covering the plan	2015-12-31	$100,000
Total contributions received or receivable from participants	2015-12-31	$31,651
Expenses. Other expenses not covered elsewhere	2015-12-31	$0
Contributions received from other sources (not participants or employers)	2015-12-31	$69
Other income received	2015-12-31	$-58,829
Noncash contributions received	2015-12-31	$0
Net income (gross income less expenses)	2015-12-31	$-449,897
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$2,618,393
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$3,068,290
Assets. Value of participant loans	2015-12-31	$53,678
Total contributions received or receivable from employer(s)	2015-12-31	$196,864
Value of certain deemed distributions of participant loans	2015-12-31	$2,860
Value of corrective distributions	2015-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2015-12-31	$225
2014 : NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 401k financial data
Transfers to/from the plan	2014-12-31	$0
Total plan liabilities at end of year	2014-12-31	$0
Total plan liabilities at beginning of year	2014-12-31	$0
Total income from all sources	2014-12-31	$350,963
Expenses. Total of all expenses incurred	2014-12-31	$26,787
Benefits paid (including direct rollovers)	2014-12-31	$26,426
Total plan assets at end of year	2014-12-31	$3,068,290
Total plan assets at beginning of year	2014-12-31	$2,744,114
Value of fidelity bond covering the plan	2014-12-31	$100,000
Total contributions received or receivable from participants	2014-12-31	$27,134
Expenses. Other expenses not covered elsewhere	2014-12-31	$0
Contributions received from other sources (not participants or employers)	2014-12-31	$100,636
Other income received	2014-12-31	$36,139
Noncash contributions received	2014-12-31	$0
Net income (gross income less expenses)	2014-12-31	$324,176
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$3,068,290
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$2,744,114
Assets. Value of participant loans	2014-12-31	$127,350
Total contributions received or receivable from employer(s)	2014-12-31	$187,054
Value of certain deemed distributions of participant loans	2014-12-31	$0
Value of corrective distributions	2014-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2014-12-31	$361

Form 5500 Responses for NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN

2017: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	Yes
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: NEA FEDERAL CREDIT UNION 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	NORTHEAST ALLIANCE FEDERAL CREDIT UNION
Employer identification number (EIN):	132998926
NAIC Classification:	522130
NAIC Description:	Credit Unions