Form 5500 · Employee benefit plan · AUSTIN, TX
UNITED HERITAGE CREDIT UNION
Public Form 5500 records show how UNITED HERITAGE CREDIT UNION (AUSTIN, TX) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 74-1288659 · plan 505 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Dental, Life, Disability | 225 | June | $0 |
Questions
Who is UNITED HERITAGE CREDIT UNION's benefits broker?
Per its most recent Form 5500 Schedule A, UNITED HERITAGE CREDIT UNION's broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does UNITED HERITAGE CREDIT UNION use?
UNITED HERITAGE CREDIT UNION's benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY.
When does UNITED HERITAGE CREDIT UNION's group plan renew?
The most recent Schedule A policy period for UNITED 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 UNITED HERITAGE CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.