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Sponsor portfolio

MEMBERS HERITAGE CREDIT UNION

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

Retirement portfolio analytics

2 plans aggregated / $21.8M assets / 173 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • PLAN AND TRUST (#001)74%
  • PLAN AND TRUST (#002)26%
Total $21.8MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)89
  • PLAN AND TRUST (#002)84
Total 173Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • ANTHEM LIFE INSURANCE COMPANY93%
  • STANDARD INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA1%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA1%
  • AFLAC0%
Total $591K5 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • ASSUREDPARTNERS95%
  • THE CASON GROUP INC4%
  • CHRISTINA A WEYLS0%
  • CHARLES THOMPSON0%
  • PAMELA ROWSEY LARSON0%
  • +3 more
Total $21K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$16.1M
Participants89
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST

401k

Assets$5.7M
Participants84
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MEMBERS HERITAGE CREDIT UNION HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - ANTHEM HEALTH PLANS OF KENTUCKY, INC.

Premiums$591K
Covered lives158
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$16.1M892025
002MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST401k$5.7M842025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MEMBERS HERITAGE CREDIT UNION HEALTH AND WELFARE BENEFIT PLANFully InsuredANTHEM HEALTH PLANS OF KENTUCKY, INC.$591K1582025
Retirement plans
Welfare plans
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