Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$8.8M
- Prescription drug$3.1M
- Other$363K
- Life$347K
- Long-term disability$347K
- Dental$327K
- +1 more
Sponsor portfolioTH
AMERICAN HERITAGE FEDERAL CREDIT UNION
EIN 23-1370526Latest filing 2025
Plans
2
Retirement
1
$49.5M assets
Welfare
1
$9.6M premiums
Participants
1,471
2060 RED LION ROAD - PHILADELPHIA, PA 191157458215-969-0777
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $9.6M premiums / 963 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- BLUE CROSS OF CALIFORNIA92%
- SYMETRA LIFE INSURANCE COMPANY4%
- UNITED CONCORDIA INSURANCE COMPANY3%
- EYEMED VISION CARE1%
- ALLONE HEALTH0%
- +1 more
Broker market share
Schedule A broker compensation
100%top
- CORPORATE SYNERGIES GROUP LLC100%
- CENTRO BENEFITS RESEARCH LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$49.5M
Participants770
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
AMERICAN HERITAGE FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN
Fully Insured - INDEPENDENCE BLUE CROSS - KEYSTONE
Premiums$9.6M
Covered lives963
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AMERICAN HERITAGE FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $49.5M | 770 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | AMERICAN HERITAGE FEDERAL CREDIT UNION HEALTH AND WELFARE PLAN | Fully Insured | INDEPENDENCE BLUE CROSS - KEYSTONE | $9.6M | 963 | 2025 |
Retirement plans
Welfare plans