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Sponsor portfolio

UNITED HERITAGE CREDIT UNION

EIN 74-1288659-banking-Latest filing 2025
Plans
3
Retirement
2
$28.5M assets
Welfare
1
$220K premiums
Participants
605
12515-5 RESEARCH BOULEVARD - AUSTIN, TX 78759512-435-4545uhcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001TraditionalDB-$17.6M - 117 part#002401k-$10.9M - 263 part#505Mixed-$220K - 225 lives

Retirement portfolio analytics

2 plans aggregated / $28.5M assets / 380 participants

Assets by plan

Share of aggregate retirement assets

62%top
  • PLAN AND TRUST (#001)62%
  • EMPLOYEES' 401K PLAN (#002)38%
Total $28.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' 401K PLAN (#002)263
  • PLAN AND TRUST (#001)117
Total 380Click row to drill in

Benefits portfolio analytics

1 plan / $220K premiums / 225 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$220K
  • Life$220K
  • Short-term disability$220K
  • Long-term disability$220K
  • Other$220K
Total $220K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $220K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $11K1 slice

Plan deep-dives

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

UNITED HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

TraditionalDB

Assets$17.6M
Participants117
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN

401k

Assets$10.9M
Participants263
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

UNITED HERITAGE CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$220K
Covered lives225
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001UNITED HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditionalDB$17.6M1172024
002UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN401k$10.9M2632024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505UNITED HERITAGE CREDIT UNION HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$220K2252025
Retirement plans
Welfare plans
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