How many benefit plans does Heritage Family Federal Credit Union report on Form 5500?

Heritage Family Federal Credit Union (EIN 03-0214269) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Family Federal Credit Union?

The Employer Identification Number (EIN) reported for Heritage Family Federal Credit Union is 03-0214269.

What is the latest Form 5500 filing year for Heritage Family Federal Credit Union?

The latest loaded Form 5500 filing year for Heritage Family Federal Credit Union is 2023.

Heritage Family Federal Credit Union — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Heritage Family Federal Credit Union (EIN 03-0214269) is a plan sponsor located in Rutland, VT with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 03-0214269
Location: Rutland, VT
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $37,253,238
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $37,253,238

Contributions & income

Employer contributions: $265,290
Participant contributions: $849,557
Total income / additions: $6,007,706

Expenses & distributions

Benefits paid / distributions: $1,302,590
Total expenses: $1,323,969
Net increase / (decrease): $4,683,737

Coverage

Total reported participants: 378
Plans with financial statements: 2
Plans with provider compensation: 2

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Heritage Family Federal Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Family Federal Credit Union Defined Benefit Plan And Trust	003	178	$22,093,224	2023
Heritage Family Federal Credit Union 401(K) Plan	001	200	$15,160,014	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Family Federal Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Heritage Family Federal Credit Union 401(K) Plan	200	H, C	20240730110523NAL0031559040001
2023	Heritage Family Federal Credit Union Defined Benefit Plan And Trust	178	H, C	20241009131408NAL0019260545001