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Form 5500 · Employee benefit plan · RUTLAND, VT

HERITAGE FAMILY FEDERAL CREDIT UNION

HERITAGE FAMILY FEDERAL CREDIT UNION of RUTLAND, VT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. 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.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 03-9021426 · plan 504 · as of Jul 2026

Participants
188
Carriers on file
6
Disclosed commissions
$15,592
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
DELTA DENTAL PLAN OF VERMONT, INC.Dental238December$5,581
UNITED OF OMAHA LIFE INSURANCE COMPANYDisability171December$3,731
UNITED OF OMAHA LIFE INSURANCE COMPANY171December$3,023
UNITED OF OMAHA LIFE INSURANCE COMPANYLife171December$2,230
AMERITAS LIFE INSURANCE CORPVision345December$1,027
CIGNA HEALTH AND LIFE INSURANCE COMPANYHealth147December$0

Questions

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

Per its most recent Form 5500 Schedule A, HERITAGE FAMILY FEDERAL CREDIT UNION's broker of record is NEW ENGLAND EMPLOYEE BENEFITS CO IN.

What insurance carrier does HERITAGE FAMILY FEDERAL CREDIT UNION use?

HERITAGE FAMILY FEDERAL CREDIT UNION's benefit plan is written through DELTA DENTAL PLAN OF VERMONT, INC., among 6 disclosed carriers.

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

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