Assets by plan
Share of aggregate retirement assets
Filings through .
Top hat
Northern Credit Union
EIN 15-0580359bankingLatest filing 2025
Plans
4
Retirement
2
$13.6M assets
Health & Benefits
2
$1.8M premiums
Participants
451
120 FACTORY STREET - WATERTOWN, NY 136011958315-782-0155mynorthern.comLinkedIn51-200 employeesbanking
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $13.6M assets / 188 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $1.8M premiums / 233 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$209K
- Vision$209K
- Life$209K
- Other$209K
- Long-term disability$44K
- +1 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
NORTHERN CREDIT UNION 401(K) PLAN
401(k)
Assets$9.6M
Participants78
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
NORTHERN CREDIT UNION COLLECTIVE BARGAINING UNIT ENCHANCED RETIREMENT PLAN
401(k)
Assets$4.0M
Participants110
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#520
NORTHERN CREDIT UNION WELFARE BENEFITS PLAN
Fully insured - MVP HEALTHCARE
Premiums$1.8M
Covered lives233
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#525
NORTHERN CREDIT UNION HEALTH REIMBURSEMENT ARRANGEMENT SECTION 105 PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | NORTHERN CREDIT UNION 401(K) PLAN | 401(k) | $9.6M | 78 | 2025 |
| #002 | NORTHERN CREDIT UNION COLLECTIVE BARGAINING UNIT ENCHANCED RETIREMENT PLAN | 401(k) | $4.0M | 110 | 2025 |
- #003 · 401(k) · 202578
- #002 · 401(k) · 2025110
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #520 | NORTHERN CREDIT UNION WELFARE BENEFITS PLAN | Fully insured | MVP HEALTHCARE | $1.8M | 233 | 2025 |
| #525 | NORTHERN CREDIT UNION HEALTH REIMBURSEMENT ARRANGEMENT SECTION 105 PLAN | Self-funded | - | $0 | 0 | 2025 |
- #520 · Fully insured · MVP HEALTHCARE · 2025233
- #525 · Self-funded · 20250
Retirement plans
Health & Benefits plans