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 PASI LLC. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 14-1348251 · plan 011 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | — | 160 | December | $0 |
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 PASI LLC.
What insurance carrier does HERITAGE FINANCIAL CREDIT UNION use?
HERITAGE FINANCIAL CREDIT UNION's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY.
When does HERITAGE FINANCIAL CREDIT UNION's group plan renew?
The most recent Schedule A policy period for HERITAGE FINANCIAL 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 FINANCIAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.