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Plans

planHeritage Financial Credit Union Capital Accumulation PlanFinancial statementProvider compensation2023 filing
$7.3Mreported assets (EOY)
Sponsor: Heritage Financial Credit UnionEIN: 14-1348251Plan: 011Participants: 147Assets: $7,270,086Location: Middletown, NYLatest: 2023
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planHeritage Financial Credit Union Health & Welfare Benefit Plan2023 filing
Sponsor: Heritage Financial Credit UnionEIN: 14-1348251Plan: 501Participants: 133Assets: not reported in the loaded datasetLocation: Middletown, NYLatest: 2023
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