401k Plan data: CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN plan

CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 401k Plan overview

Plan Name	CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN
Plan identification number	002

CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) 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.
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

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

Company Name: CENTRIS FEDERAL CREDIT UNION

Employer identification number (EIN): 470376036

NAIC Classification: 522130
NAIC Description: Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2011-04-01 ANN HELM ANN HELM 2012-08-15
002 2010-04-01 THOMAS N. PERKINS THOMAS N. PERKINS 2012-01-17

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2011-04-01	ANN HELM		ANN HELM	2012-08-15
002	2010-04-01	THOMAS N. PERKINS		THOMAS N. PERKINS	2012-01-17

Plan Statistics for CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN

401k plan membership statisitcs for CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN

Measure Date Value
2011: CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-04-01 123
Total number of active participants reported on line 7a of the Form 5500 2011-04-01 0
Number of retired or separated participants receiving benefits 2011-04-01 0
Number of other retired or separated participants entitled to future benefits 2011-04-01 0
Total of all active and inactive participants 2011-04-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-04-01 0
Total participants 2011-04-01 0
Number of participants with account balances 2011-04-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-04-01 0
2010: CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-04-01 128
Total number of active participants reported on line 7a of the Form 5500 2010-04-01 109
Number of retired or separated participants receiving benefits 2010-04-01 0
Number of other retired or separated participants entitled to future benefits 2010-04-01 14
Total of all active and inactive participants 2010-04-01 123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-04-01 0
Total participants 2010-04-01 123
Number of participants with account balances 2010-04-01 45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-04-01 18

Measure	Date	Value
2011: CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-04-01	123
Total number of active participants reported on line 7a of the Form 5500	2011-04-01	0
Number of retired or separated participants receiving benefits	2011-04-01	0
Number of other retired or separated participants entitled to future benefits	2011-04-01	0
Total of all active and inactive participants	2011-04-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-04-01	0
Total participants	2011-04-01	0
Number of participants with account balances	2011-04-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-04-01	0
2010: CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-04-01	128
Total number of active participants reported on line 7a of the Form 5500	2010-04-01	109
Number of retired or separated participants receiving benefits	2010-04-01	0
Number of other retired or separated participants entitled to future benefits	2010-04-01	14
Total of all active and inactive participants	2010-04-01	123
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-04-01	0
Total participants	2010-04-01	123
Number of participants with account balances	2010-04-01	45
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-04-01	18

Financial Data on CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN

Measure	Date	Value
2011 : CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-10-01	$0
Total transfer of assets from this plan	2011-10-01	$465,757
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-01	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-10-01	$0
Total income from all sources (including contributions)	2011-10-01	$-13,820
Total loss/gain on sale of assets	2011-10-01	$0
Total of all expenses incurred	2011-10-01	$15,586
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-10-01	$15,358
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-10-01	$46,696
Value of total assets at end of year	2011-10-01	$0
Value of total assets at beginning of year	2011-10-01	$495,163
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-10-01	$228
Total interest from all sources	2011-10-01	$1,190
Total dividends received (eg from common stock, registered investment company shares)	2011-10-01	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-10-01	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2011-10-01	$0
Was this plan covered by a fidelity bond	2011-10-01	Yes
Value of fidelity bond cover	2011-10-01	$5,000,000
If this is an individual account plan, was there a blackout period	2011-10-01	Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-10-01	$0
Were there any nonexempt tranactions with any party-in-interest	2011-10-01	No
Contributions received from participants	2011-10-01	$27,109
Participant contributions at beginning of year	2011-10-01	$14,290
Income. Received or receivable in cash from other sources (including rollovers)	2011-10-01	$19,587
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-10-01	No
Value of net income/loss	2011-10-01	$-29,406
Value of net assets at end of year (total assets less liabilities)	2011-10-01	$0
Value of net assets at beginning of year (total assets less liabilities)	2011-10-01	$495,163
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-10-01	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-10-01	No
Were any leases to which the plan was party in default or uncollectible	2011-10-01	No
Value of interest in pooled separate accounts at beginning of year	2011-10-01	$430,013
Interest on participant loans	2011-10-01	$292
Interest earned on other investments	2011-10-01	$898
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-10-01	$50,860
Net investment gain/loss from pooled separate accounts	2011-10-01	$-61,706
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-10-01	No
Was there a failure to transmit to the plan any participant contributions	2011-10-01	Yes
Has the plan failed to provide any benefit when due under the plan	2011-10-01	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-10-01	$15,358
Contract administrator fees	2011-10-01	$228
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	2011-10-01	Yes
Did the plan have assets held for investment	2011-10-01	No
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	2011-10-01	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-10-01	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-10-01	Yes
Opinion of an independent qualified public accountant for this plan	2011-10-01	Disclaimer
Accountancy firm name	2011-10-01	LUTZ AND COMPANY, PC
Accountancy firm EIN	2011-10-01	470625816
Total unrealized appreciation/depreciation of assets	2011-03-31	$0
Total transfer of assets to this plan	2011-03-31	$22,021
Total transfer of assets from this plan	2011-03-31	$109,866
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-03-31	$0
Total income from all sources (including contributions)	2011-03-31	$95,673
Total loss/gain on sale of assets	2011-03-31	$0
Total of all expenses incurred	2011-03-31	$101,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-03-31	$101,328
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-03-31	$45,079
Value of total assets at end of year	2011-03-31	$495,163
Value of total assets at beginning of year	2011-03-31	$589,255
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-03-31	$592
Total interest from all sources	2011-03-31	$2,685
Total dividends received (eg from common stock, registered investment company shares)	2011-03-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-03-31	No
Was this plan covered by a fidelity bond	2011-03-31	Yes
Value of fidelity bond cover	2011-03-31	$5,000,000
If this is an individual account plan, was there a blackout period	2011-03-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-03-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-03-31	No
Contributions received from participants	2011-03-31	$40,687
Participant contributions at end of year	2011-03-31	$14,290
Participant contributions at beginning of year	2011-03-31	$946
Income. Received or receivable in cash from other sources (including rollovers)	2011-03-31	$4,392
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-03-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-03-31	No
Value of net income/loss	2011-03-31	$-6,247
Value of net assets at end of year (total assets less liabilities)	2011-03-31	$495,163
Value of net assets at beginning of year (total assets less liabilities)	2011-03-31	$589,255
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-03-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-03-31	No
Were any leases to which the plan was party in default or uncollectible	2011-03-31	No
Value of interest in pooled separate accounts at end of year	2011-03-31	$430,013
Value of interest in pooled separate accounts at beginning of year	2011-03-31	$448,097
Interest on participant loans	2011-03-31	$199
Interest earned on other investments	2011-03-31	$2,486
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-03-31	$50,860
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-03-31	$140,212
Net investment gain/loss from pooled separate accounts	2011-03-31	$47,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-03-31	No
Was there a failure to transmit to the plan any participant contributions	2011-03-31	Yes
Has the plan failed to provide any benefit when due under the plan	2011-03-31	No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-03-31	$101,328
Contract administrator fees	2011-03-31	$592
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	2011-03-31	No
Did the plan have assets held for investment	2011-03-31	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	2011-03-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-03-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-03-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-03-31	Disclaimer
Accountancy firm name	2011-03-31	LUTZ & COMPANY, PC
Accountancy firm EIN	2011-03-31	470625816

Form 5500 Responses for CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN

2011: CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 2011 form 5500 responses
2011-04-01	Type of plan entity	Single employer plan
2011-04-01	Submission has been amended	No
2011-04-01	This submission is the final filing	Yes
2011-04-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2011-04-01	Plan is a collectively bargained plan	Yes
2011-04-01	Plan funding arrangement – Insurance	Yes
2011-04-01	Plan benefit arrangement – Insurance	Yes
2010: CENTRIS FEDERAL CREDIT UNION (BARGAINING) 401(K) PLAN 2010 form 5500 responses
2010-04-01	Type of plan entity	Single employer plan
2010-04-01	Submission has been amended	No
2010-04-01	This submission is the final filing	No
2010-04-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-04-01	Plan is a collectively bargained plan	Yes
2010-04-01	Plan funding arrangement – Insurance	Yes
2010-04-01	Plan benefit arrangement – Insurance	Yes

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Company Name:	CENTRIS FEDERAL CREDIT UNION
Employer identification number (EIN):	470376036
NAIC Classification:	522130
NAIC Description:	Credit Unions