Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$123K
- Short-term disability$123K
- Long-term disability$123K
- Other$123K
- Dental$95K
- Vision$19K
Filings through .
Top hat
Heritage Federal Credit Union
EIN 35-1155006bankingLatest filing 2025
Plans
2
Retirement
1
$23.0M assets
Health & Benefits
1
$237K premiums
Participants
490
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $237K premiums / 209 covered lives
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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#033
HERITAGE FEDERAL CREDIT UNION 401(K) PLAN
401(k)
Assets$23.0M
Participants281
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506
HERITAGE FEDERAL CREDIT UNION HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$237K
Covered lives209
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #033 | HERITAGE FEDERAL CREDIT UNION 401(K) PLAN | 401(k) | $23.0M | 281 | 2025 |
- #033 · 401(k) · 2025281
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | HERITAGE FEDERAL CREDIT UNION HEALTH & WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $237K | 209 | 2025 |
- #506 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025209
Retirement plans
Health & Benefits plans