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  1. Companies/
  2. Members Heritage Credit Union
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Members Heritage Credit Union

EIN 61-0575996-banking-Latest filing 2025
Plans
3
Retirement
2
$21.8M assets
Health & Benefits
1
$591K premiums
Participants
305
2420 MEMBERS WAY - LEXINGTON, KY 40504859-259-3466membersheritage.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001Traditional DB-$16.1M - 89 part#002401(k)-$5.7M - 84 part#504Fully insured-$591K - 158 lives

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

Retirement portfolio analytics

2 plans aggregated / $21.8M assets / 173 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$16.1M
  • PLAN AND TRUST (#002)$5.7M
Total $21.8MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)89
  • PLAN AND TRUST (#002)84
Total 173Select a row to open it

Benefits portfolio analytics

1 plan / $591K premiums / 158 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$551K
  • Life$31K
  • Long-term disability$31K
  • Dental$5K
  • Other$4K
  • Vision$931
Total $591K6 rows
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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#001

MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Traditional DB

Assets$16.1M
Participants89
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST

401(k)

Assets$5.7M
Participants84
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#504

MEMBERS HERITAGE CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Fully insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$591K
Covered lives158
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditional DB$16.1M892025
#002MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST401(k)$5.7M842025
  • MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST$16.1M
    #001 · Traditional DB · 202589
  • MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST$5.7M
    #002 · 401(k) · 202584

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#504MEMBERS HERITAGE CREDIT UNION HEALTH AND WELFARE BENEFIT PLANFully insuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$591K1582025
  • MEMBERS HERITAGE CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN$591K
    #504 · Fully insured · ANTHEM HEALTH PLANS OF KENTUCKY, INC. · 2025158
Retirement plans
Health & Benefits plans

On this page

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