Form 5500 · Employee benefit plan · MIDDLETOWN, NY
HERITAGE FINANCIAL CREDIT UNION
HERITAGE FINANCIAL CREDIT UNION of MIDDLETOWN, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through ANTHEM BLUE CROSS and 3 other carriers. The plan's most recent policy period ended in February.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1348251 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ANTHEM BLUE CROSS | Health, Vision | 159 | February | $50,161 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 145 | February | $6,802 |
| DELTA DENTAL OF NEW YORK | Dental | 153 | February | $2,395 |
| SUN LIFE AND HEALTH INSURANCE COMPANY | — | 146 | February | $776 |
Questions
Who is HERITAGE FINANCIAL CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, HERITAGE FINANCIAL CREDIT UNION's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does HERITAGE FINANCIAL CREDIT UNION use?
HERITAGE FINANCIAL CREDIT UNION's benefit plan is written through ANTHEM BLUE CROSS, among 4 disclosed carriers.
When does HERITAGE FINANCIAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for HERITAGE FINANCIAL CREDIT UNION ended in February. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from HERITAGE FINANCIAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.