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

Heritage Financial Credit Union (EIN 14-1348251) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Heritage Financial Credit Union?

The Employer Identification Number (EIN) reported for Heritage Financial Credit Union is 14-1348251.

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

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

Heritage Financial 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 Financial Credit Union (EIN 14-1348251) is a plan sponsor located in Middletown, NY 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: 14-1348251
Location: Middletown, NY
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $7,270,086
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $7,270,086

Contributions & income

Employer contributions: $321,771
Participant contributions: $536,481
Total income / additions: $1,936,586

Expenses & distributions

Benefits paid / distributions: $1,284,386
Total expenses: $1,330,658
Net increase / (decrease): $605,928

Coverage

Total reported participants: 280
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 Financial Credit Union plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Heritage Financial Credit Union Capital Accumulation Plan	011	147	$7,270,086	2023
Heritage Financial Credit Union Health & Welfare Benefit Plan	501	133	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 Financial Credit Union
Year	Plan	Participants	Schedules	Filing
2023	Heritage Financial Credit Union Health & Welfare Benefit Plan	133	—	20240813081441NAL0010191985001
2023	Heritage Financial Credit Union Capital Accumulation Plan	147	H, C	20241011160246NAL0037597856001