Heritage Family Federal Credit Union Defined Benefit Plan And Trust — Form 5500 plan (Heritage Family Federal Credit Union)

Plain-English plan 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 Defined Benefit Plan And Trust is a benefit plan reported by Heritage Family Federal Credit Union under EIN 03-0214269 and plan number 003. The latest loaded filing year is 2023. The filing reports 178 participants and $22,093,224 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Heritage Family Federal Credit Union
EIN
03-0214269
Plan number
003
Plan type
2
Location
Rutland, VT
Latest filing year
2023
Participants
178
End-of-year plan assets
$22,093,224

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023178H, C20241009131408NAL0019260545001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$22,093,224
Total liabilities (EOY)
$0
Net assets (EOY)
$22,093,224
Net assets (BOY)
$19,629,448

Income & contributions

Total contributions
$0
Total income / additions
$3,008,369

Expenses & distributions

Benefits paid
$540,343
Administrative expenses
$4,250
Total expenses
$544,593
Net increase / (decrease)
$2,463,776

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Stancorp Financial GroupNONE$59,053not reported in the loaded dataset2023

Related Form 5500 pages