Form 5500 · Employee benefit plan · PHILADELPHIA, PA
AMERICAN HERITAGE FEDERAL CREDIT UNION
Public Form 5500 records show how AMERICAN HERITAGE FEDERAL CREDIT UNION (PHILADELPHIA, PA) structures its employee benefits. Its broker of record is CORPORATE SYNERGIES GROUP LLC. Coverage is written through INDEPENDENCE BLUE CROSS - KEYSTONE and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 23-1370526 · plan 504 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| INDEPENDENCE BLUE CROSS - KEYSTONE | Health | 624 | December | $5,715,698 | $276,737 |
| INDEPENDENCE BLUE CROSS | Health | 312 | December | $3,058,494 | $137,975 |
| SYMETRA LIFE INSURANCE COMPANY | Life, Disability | 701 | December | $346,858 | $31,977 |
| UNITED CONCORDIA INSURANCE COMPANY | Dental | 963 | December | $326,800 | $29,937 |
| EYEMED VISION CARE ON BEHALF OF THE FIDELITY SECURITY LIFE INS. CO. | Vision | 710 | December | $67,103 | $6,701 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 0 | December | $998 | $200 |
| INDEPENDENCE BLUE CROSS | Vision | 748 | December | $31,239 | $0 |
| ALLONE HEALTH | — | 752 | December | $14,799 | $0 |
Questions
Who is AMERICAN HERITAGE FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, AMERICAN HERITAGE FEDERAL CREDIT UNION's broker of record is CORPORATE SYNERGIES GROUP LLC.
What insurance carrier does AMERICAN HERITAGE FEDERAL CREDIT UNION use?
AMERICAN HERITAGE FEDERAL CREDIT UNION's benefit plan is written through INDEPENDENCE BLUE CROSS - KEYSTONE, among 8 disclosed carriers.
When does AMERICAN HERITAGE FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for AMERICAN HERITAGE FEDERAL CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from AMERICAN HERITAGE FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.