2023 Form 5500 filing — Heritage Family Federal Credit Union Defined Benefit Plan And Trust
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009131408NAL0019260545001) for Heritage Family Federal Credit Union Defined Benefit Plan And Trust, reported by Heritage Family Federal Credit Union under EIN 03-0214269 and plan number 003. It reports 178 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131408NAL0019260545001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Heritage Family Federal Credit Union
- EIN
- 03-0214269
- Plan number
- 003
- Location
- Rutland, VT
- Participants
- 178
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $22,093,224
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $22,093,224
- Total income / additions
- $3,008,369
- Benefits paid
- $540,343
- Administrative expenses
- $4,250
- Total expenses
- $544,593
- Net increase / (decrease)
- $2,463,776
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Stancorp Financial Group | NONE | $59,053 | not reported in the loaded dataset |