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

Heritage Federal Credit Union (EIN 35-1155006) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Federal Credit Union?

The Employer Identification Number (EIN) reported for Heritage Federal Credit Union is 35-1155006.

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

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

Heritage 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 Federal Credit Union (EIN 35-1155006) is a plan sponsor located in Newburgh, IN 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: 35-1155006
Location: Newburgh, IN
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $17,845,324
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $17,845,324

Contributions & income

Employer contributions: $1,032,495
Participant contributions: $727,981
Total income / additions: $5,216,437

Expenses & distributions

Benefits paid / distributions: $2,710,289
Total expenses: $2,785,010
Net increase / (decrease): $2,431,427

Coverage

Total reported participants: 503
Plans with financial statements: 1
Plans with provider compensation: 1

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 Federal Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Federal Credit Union 401(K) Plan	033	277	$17,845,324	2023
Heritage Federal Credit Union Health & Welfare Plan	506	226	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Heritage Federal Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Heritage Federal Credit Union Health & Welfare Plan	226	—	20241008174116NAL0017128961001
2023	Heritage Federal Credit Union 401(K) Plan	277	H, C	20241010110652NAL0033876144001