Form 5500 · Employee benefit plan · RUTLAND, VT
HERITAGE FAMILY CREDIT UNION
Public Form 5500 records show how HERITAGE FAMILY CREDIT UNION (RUTLAND, VT) structures its employee benefits. Its broker of record is NEW ENGLAND EMPLOYEE BENEFITS CO IN. Coverage is written through DELTA DENTAL PLAN OF VERMONT, INC. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-0214269 · plan 504 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| DELTA DENTAL PLAN OF VERMONT, INC. | Dental | 258 | December | $127,507 | $5,468 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 181 | December | $41,768 | $4,088 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 181 | December | $47,762 | $3,888 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 181 | December | $26,790 | $2,679 |
| AMERITAS LIFE INSURANCE CORP | Vision | 380 | December | $14,858 | $1,212 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | Health | 161 | December | $2,312,899 | $0 |
Questions
Who is HERITAGE FAMILY CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE FAMILY CREDIT UNION's broker of record is NEW ENGLAND EMPLOYEE BENEFITS CO IN.
What insurance carrier does HERITAGE FAMILY CREDIT UNION use?
HERITAGE FAMILY CREDIT UNION's benefit plan is written through DELTA DENTAL PLAN OF VERMONT, INC., among 6 disclosed carriers.
When does HERITAGE FAMILY CREDIT UNION's group plan renew?
The most recent Schedule A policy period for HERITAGE FAMILY 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 HERITAGE FAMILY CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.