Form 5500 · Employee benefit plan · NEWBURGH, IN
HERITAGE FEDERAL CREDIT UNION
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 COMPENSATION SYSTEMS, INC.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 35-1155006 · plan 033 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 258 | December | $0 |
| PRINCIPAL LIFE INSURANCE COMPANY | — | 258 | 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 COMPENSATION SYSTEMS, INC..
What insurance carrier does HERITAGE FEDERAL CREDIT UNION use?
HERITAGE FEDERAL CREDIT UNION's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 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.