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Form 5500 · Employee benefit plan · LEXINGTON, KY

MEMBERS HERITAGE CREDIT UNION

Public Form 5500 records show how MEMBERS HERITAGE CREDIT UNION (LEXINGTON, KY) structures its employee benefits. Its broker of record is ASSUREDPARTNERS NL, LLC. Coverage is written through ANTHEM HEALTH PLANS OF KENTUCKY, INC. and 5 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0575996 · plan 504 · as of Jul 2026

Participants
133
Carriers on file
6
Disclosed commissions
$44,091
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ANTHEM HEALTH PLANS OF KENTUCKY, INC.Health96June$29,760
STANDARD INSURANCE COMPANYLife, Disability131June$6,652
DELTA DENTAL OF KENTUCKYDental166June$2,796
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17June$2,783
DELTA DENTAL OF KENTUCKYVision126June$1,146
AFLAC15June$954

Questions

Who is MEMBERS HERITAGE CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, MEMBERS HERITAGE CREDIT UNION's broker of record is ASSUREDPARTNERS NL, LLC.

What insurance carrier does MEMBERS HERITAGE CREDIT UNION use?

MEMBERS HERITAGE CREDIT UNION's benefit plan is written through ANTHEM HEALTH PLANS OF KENTUCKY, INC., among 6 disclosed carriers.

When does MEMBERS HERITAGE CREDIT UNION's group plan renew?

The most recent Schedule A policy period for MEMBERS HERITAGE CREDIT UNION ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from MEMBERS HERITAGE CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.