Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#003)$22.7M
- PLAN AND TRUST (#001)$17.0M
Filings through .
Top hat
Heritage Family Federal Credit Union
EIN 03-0214269bankingLatest filing 2025
Plans
3
Retirement
2
$39.7M assets
Health & Benefits
1
$2.6M premiums
Participants
582
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $39.7M assets / 397 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.6M premiums / 380 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Dental$128K
- Short-term disability$48K
- Long-term disability$42K
- Life$27K
- Other$27K
- +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
HERITAGE FAMILY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST
Traditional DB
Assets$22.7M
Participants164
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401(k)
Assets$17.0M
Participants233
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504
HERITAGE FAMILY CREDIT UNION EMPLOYEE BENEFITS PLAN
Fully insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$2.6M
Covered lives380
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HERITAGE FAMILY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST | Traditional DB | $22.7M | 164 | 2025 |
| #001 | HERITAGE FAMILY FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401(k) | $17.0M | 233 | 2025 |
- #003 · Traditional DB · 2025164
- #001 · 401(k) · 2025233
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #504 | HERITAGE FAMILY CREDIT UNION EMPLOYEE BENEFITS PLAN | Fully insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $2.6M | 380 | 2025 |
- #504 · Fully insured · CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES · 2025380
Retirement plans
Health & Benefits plans