PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Homeland Credit Union, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Homeland Credit Union, Inc.

EIN 31-0395830-banking-Latest filing 2025
Plans
3
Retirement
2
$13.4M assets
Health & Benefits
1
$344K premiums
Participants
245
P O BOX 1974 - CHILLICOTHE, OH 45601740-775-3331homelandcu.comLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#002Traditional DB-$8.4M - 91 part#001401(k)-$5.1M - 71 part#501Mixed-$344K - 83 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $13.4M assets / 162 participants

Assets by plan

Share of aggregate retirement assets

  • UNION, INC. PENSION (#002)$8.4M
  • UNION, INC. 401(K) (#001)$5.1M
Total $13.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • UNION, INC. PENSION (#002)91
  • UNION, INC. 401(K) (#001)71
Total 162Select a row to open it

Benefits portfolio analytics

1 plan / $344K premiums / 83 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$293K
  • Prescription drug$293K
  • Stop-loss$293K
  • Life$51K
  • Short-term disability$51K
  • Long-term disability$51K
  • +1 more
Total $344K7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

HOMELAND CREDIT UNION, INC. PENSION PLAN

Traditional DB

Assets$8.4M
Participants91
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

HOMELAND CREDIT UNION, INC. 401(K) PLAN

401(k)

Assets$5.1M
Participants71
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

HOMELAND CREDIT UNION, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN

Mixed - COMPANION LIFE INSURANCE CO

Premiums$344K
Covered lives83
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002HOMELAND CREDIT UNION, INC. PENSION PLANTraditional DB$8.4M912025
#001HOMELAND CREDIT UNION, INC. 401(K) PLAN401(k)$5.1M712025
  • HOMELAND CREDIT UNION, INC. PENSION PLAN$8.4M
    #002 · Traditional DB · 202591
  • HOMELAND CREDIT UNION, INC. 401(K) PLAN$5.1M
    #001 · 401(k) · 202571

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501HOMELAND CREDIT UNION, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLANMixedCOMPANION LIFE INSURANCE CO$344K832025
  • HOMELAND CREDIT UNION, INC. EMPLOYEE HEALTH & WELFARE BENEFIT PLAN$344K
    #501 · Mixed · COMPANION LIFE INSURANCE CO · 202583
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica