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Sponsor portfolioTH

FIRST HERITAGE FEDERAL CREDIT UNION

EIN 16-0802201-financial services-Latest filing 2025
Plans
2
Retirement
1
$18.7M assets
Welfare
1
$1.3M premiums
Participants
312
202 DENISON PKWY E. - CORNING, NY 14830800-833-3338fhfcu.orgLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filings
#003401k-$18.7M - 168 part#520Fully Insured-$1.3M - 210 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$100K
  • Life$46K
  • Other$46K
  • Short-term disability$32K
  • Long-term disability$27K
  • +1 more
Total $1.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • MVP HEALTH CARE83%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY8%
  • UNITED CONCORDIA INSURANCE COMPANY8%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • ROBERT G. RELPH AGENCY, INC.97%
  • GCG FINANCIAL LLC3%
Total $84K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FIRST HERITAGE FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$18.7M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

FIRST HERITAGE FEDERAL CREDIT UNION WELFARE BENEFIT PLAN

Fully Insured - MVP HEALTH SERVICES CORP

Premiums$1.3M
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FIRST HERITAGE FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN401k$18.7M1682025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
520FIRST HERITAGE FEDERAL CREDIT UNION WELFARE BENEFIT PLANFully InsuredMVP HEALTH SERVICES CORP$1.3M2102025
Retirement plans
Welfare plans
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