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

Filings through Oct 24, 2026.

United Heritage Credit Union

EIN 74-1288659-banking-Latest filing 2025
Plans
3
Retirement
2
$32.9M assets
Health & Benefits
1
$220K premiums
Participants
608
POST OFFICE BOX 202020 - AUSTIN, TX 787202020512-435-4545uhcu.orgLinkedIn51-200 employeesbanking
Plans on this EIN
3 filings
#001Traditional DB-$19.2M - 116 part#002401(k)-$13.7M - 267 part#505Mixed-$220K - 225 lives

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

Retirement portfolio analytics

2 plans aggregated / $32.9M assets / 383 participants

Assets by plan

Share of aggregate retirement assets

  • PLAN AND TRUST (#001)$19.2M
  • EMPLOYEES' 401K PLAN (#002)$13.7M
Total $32.9MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' 401K PLAN (#002)267
  • PLAN AND TRUST (#001)116
Total 383Select a row to open it

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
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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

UNITED HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Traditional DB

Assets$19.2M
Participants116
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN

401(k)

Assets$13.7M
Participants267
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#505

UNITED HERITAGE CREDIT UNION HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$220K
Covered lives225
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001UNITED HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUSTTraditional DB$19.2M1162025
#002UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN401(k)$13.7M2672025
  • UNITED HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST$19.2M
    #001 · Traditional DB · 2025116
  • UNITED HERITAGE CREDIT UNION EMPLOYEES' 401K PLAN$13.7M
    #002 · 401(k) · 2025267

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#505UNITED HERITAGE CREDIT UNION HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$220K2252025
  • UNITED HERITAGE CREDIT UNION HEALTH AND WELFARE PLAN$220K
    #505 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025225
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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