Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.4M
- Vision$1.4M
- Prescription drug$1.4M
- Dental$60K
- Life$45K
- Short-term disability$45K
- +2 more
Sponsor portfolioTH
HERITAGE FINANCIAL CREDIT UNION
EIN 14-1348251bankingLatest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$1.4M premiums
Participants
294
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.4M premiums / 159 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- ANTHEM LIFE INSURANCE COMPANY93%
- DELTA DENTAL OF CALIFORNIA4%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA3%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- IMG0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#011
HERITAGE FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN
401k
Assets$7.4M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HERITAGE FINANCIAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN
Fully Insured - ANTHEM BLUE CROSS
Premiums$1.4M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 011 | HERITAGE FINANCIAL CREDIT UNION CAPITAL ACCUMULATION PLAN | 401k | $7.4M | 154 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HERITAGE FINANCIAL CREDIT UNION HEALTH & WELFARE BENEFIT PLAN | Fully Insured | ANTHEM BLUE CROSS | $1.4M | 159 | 2025 |
Retirement plans
Welfare plans