Form 5500 · Employee benefit plan · NEWBURGH, IN
HERITAGE FEDERAL CREDIT UNION
Public Form 5500 records show how HERITAGE FEDERAL CREDIT UNION (NEWBURGH, IN) structures its employee benefits. Its broker of record is CLIPPINGER FINANCIAL GROUP, LLC. Coverage is written through HEALTH RESOURCES INC. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1155006 · plan 506 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HEALTH RESOURCES INC. | Dental | 159 | December | $9,521 |
| VISION SERVICE PLAN | Vision | 146 | December | $1,857 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life, Disability | 209 | December | $0 |
Questions
Who is HERITAGE FEDERAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE FEDERAL CREDIT UNION's broker of record is CLIPPINGER FINANCIAL GROUP, LLC.
What insurance carrier does HERITAGE FEDERAL CREDIT UNION use?
HERITAGE FEDERAL CREDIT UNION's benefit plan is written through HEALTH RESOURCES INC., among 3 disclosed carriers.
When does HERITAGE FEDERAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for 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 HERITAGE FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.