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Form 5500 · Employee benefit plan · CORNING, NY

FIRST HERITAGE FEDERAL CREDIT UNION

FIRST HERITAGE FEDERAL CREDIT UNION's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ROBERT G RELPH AGENCY INC.. Coverage is written through MVP HEALTH SERVICES CORP and 5 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Insurance carrier
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 16-0802201 · plan 520 · as of Jul 2026

Participants
137
Carriers on file
6
Disclosed commissions
$75,946
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
MVP HEALTH SERVICES CORPHealth164December$54,877
UNITED CONCORDIA INSURANCE COMPANY OF NEW YORKDental210December$11,020
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKDisability144December$3,334
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORKLife144December$2,830
LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK144December$2,552
METROPOLITAN LIFE INSURANCE COMPANYVision180December$1,333

Questions

Who is FIRST HERITAGE FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, FIRST HERITAGE FEDERAL CREDIT UNION's broker of record is ROBERT G RELPH AGENCY INC..

What insurance carrier does FIRST HERITAGE FEDERAL CREDIT UNION use?

FIRST HERITAGE FEDERAL CREDIT UNION's benefit plan is written through MVP HEALTH SERVICES CORP, among 6 disclosed carriers.

When does FIRST HERITAGE FEDERAL CREDIT UNION's group plan renew?

The most recent Schedule A policy period for FIRST 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 FIRST HERITAGE FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.