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
Sponsor portfolioTH
HERITAGE FEDERAL CREDIT UNION
EIN 35-1155006bankingLatest filing 2025
Plans
2
Retirement
1
$20.0M assets
Welfare
1
$237K premiums
Participants
496
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $237K premiums / 209 covered livesCarrier market share
Premium dollars by Schedule A carrier
52%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY52%
- HEALTH RESOURCES, INC.40%
- VISION SERVICE PLAN8%
Broker market share
Schedule A broker compensation
91%top
- CLIPPINGER FINANCIAL GROUP, LLC91%
- NFP INSURANCE SERVICES INC9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#033
HERITAGE FEDERAL CREDIT UNION 401(K) PLAN
401k
Assets$20.0M
Participants287
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
HERITAGE FEDERAL CREDIT UNION HEALTH & WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$237K
Covered lives209
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 033 | HERITAGE FEDERAL CREDIT UNION 401(K) PLAN | 401k | $20.0M | 287 | 2024 |
Welfare plans1
| 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 |
Retirement plans
Welfare plans