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UNITED HERITAGE CREDIT UNION MEDICAL PLAN 401k Plan overview

Plan NameUNITED HERITAGE CREDIT UNION MEDICAL PLAN
Plan identification number 502

UNITED HERITAGE CREDIT UNION MEDICAL PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Other welfare benefit cover

401k Sponsoring company profile

UNITED HERITAGE CREDIT UNION has sponsored the creation of one or more 401k plans.

Company Name:UNITED HERITAGE CREDIT UNION
Employer identification number (EIN):741288659
NAIC Classification:522130
NAIC Description:Credit Unions

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITED HERITAGE CREDIT UNION MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5022021-07-01SARA VARA2023-01-12
5022021-07-01SARA VARA2023-11-28
5022020-07-01SARA VARA2022-01-26
5022019-07-01SARA R. VARA2021-01-26
5022018-07-01SARA R. VARA2020-01-15
5022017-07-01
5022016-07-01
5022015-07-01SARA R VARA
5022014-07-01SARA R VARA
5022013-07-01SARA R VARA
5022012-07-01SARA R VARA
5022011-07-01PATSY HATFIELD PATSY HATFIELD2013-02-18
5022010-07-01PATSY HATFIELD PATSY HATFIELD2012-01-31
5022009-07-01PATSY HATFIELD PATSY HATFIELD2011-01-25

Plan Statistics for UNITED HERITAGE CREDIT UNION MEDICAL PLAN

401k plan membership statisitcs for UNITED HERITAGE CREDIT UNION MEDICAL PLAN

Measure Date Value
2021: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2021 401k membership
Total participants, beginning-of-year2021-07-01188
Total number of active participants reported on line 7a of the Form 55002021-07-01200
Number of retired or separated participants receiving benefits2021-07-010
Number of other retired or separated participants entitled to future benefits2021-07-010
Total of all active and inactive participants2021-07-01200
Number of employers contributing to the scheme2021-07-010
2020: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2020 401k membership
Total participants, beginning-of-year2020-07-01187
Total number of active participants reported on line 7a of the Form 55002020-07-01193
Number of retired or separated participants receiving benefits2020-07-010
Number of other retired or separated participants entitled to future benefits2020-07-010
Total of all active and inactive participants2020-07-01193
Number of employers contributing to the scheme2020-07-010
2019: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year2019-07-01165
Total number of active participants reported on line 7a of the Form 55002019-07-01187
Number of retired or separated participants receiving benefits2019-07-010
Number of other retired or separated participants entitled to future benefits2019-07-010
Total of all active and inactive participants2019-07-01187
Number of employers contributing to the scheme2019-07-010
2018: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2018 401k membership
Total participants, beginning-of-year2018-07-01155
Total number of active participants reported on line 7a of the Form 55002018-07-01165
Number of retired or separated participants receiving benefits2018-07-010
Number of other retired or separated participants entitled to future benefits2018-07-010
Total of all active and inactive participants2018-07-01165
Number of employers contributing to the scheme2018-07-010
2017: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year2017-07-01163
Total number of active participants reported on line 7a of the Form 55002017-07-01155
Number of retired or separated participants receiving benefits2017-07-010
Number of other retired or separated participants entitled to future benefits2017-07-010
Total of all active and inactive participants2017-07-01155
2016: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year2016-07-01171
Total number of active participants reported on line 7a of the Form 55002016-07-01163
Number of retired or separated participants receiving benefits2016-07-010
Number of other retired or separated participants entitled to future benefits2016-07-010
Total of all active and inactive participants2016-07-01163
2015: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year2015-07-01162
Total number of active participants reported on line 7a of the Form 55002015-07-01171
Number of retired or separated participants receiving benefits2015-07-010
Number of other retired or separated participants entitled to future benefits2015-07-010
Total of all active and inactive participants2015-07-01171
2014: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year2014-07-01170
Total number of active participants reported on line 7a of the Form 55002014-07-01162
Number of retired or separated participants receiving benefits2014-07-010
Number of other retired or separated participants entitled to future benefits2014-07-010
Total of all active and inactive participants2014-07-01162
2013: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year2013-07-01171
Total number of active participants reported on line 7a of the Form 55002013-07-01170
Number of retired or separated participants receiving benefits2013-07-010
Number of other retired or separated participants entitled to future benefits2013-07-010
Total of all active and inactive participants2013-07-01170
2012: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-01172
Total number of active participants reported on line 7a of the Form 55002012-07-01174
Number of retired or separated participants receiving benefits2012-07-010
Number of other retired or separated participants entitled to future benefits2012-07-010
Total of all active and inactive participants2012-07-01174
2011: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-01160
Total number of active participants reported on line 7a of the Form 55002011-07-01166
Number of other retired or separated participants entitled to future benefits2011-07-011
Total of all active and inactive participants2011-07-01167
2010: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2010 401k membership
Total participants, beginning-of-year2010-07-01157
Total number of active participants reported on line 7a of the Form 55002010-07-01160
Number of retired or separated participants receiving benefits2010-07-011
Total of all active and inactive participants2010-07-01161
2009: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year2009-07-01145
Total number of active participants reported on line 7a of the Form 55002009-07-01155
Number of retired or separated participants receiving benefits2009-07-012
Total of all active and inactive participants2009-07-01157

Form 5500 Responses for UNITED HERITAGE CREDIT UNION MEDICAL PLAN

2021: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedYes
2021-07-01This submission is the final filingYes
2021-07-01Plan funding arrangement – General assets of the sponsorYes
2021-07-01Plan benefit arrangement – General assets of the sponsorYes
2020: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Plan funding arrangement – General assets of the sponsorYes
2020-07-01Plan benefit arrangement – General assets of the sponsorYes
2019: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – General assets of the sponsorYes
2019-07-01Plan benefit arrangement – General assets of the sponsorYes
2018: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – General assets of the sponsorYes
2018-07-01Plan benefit arrangement – General assets of the sponsorYes
2017: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – General assets of the sponsorYes
2017-07-01Plan benefit arrangement – General assets of the sponsorYes
2016: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)No
2016-07-01Plan is a collectively bargained planNo
2016-07-01Plan funding arrangement – General assets of the sponsorYes
2016-07-01Plan benefit arrangement – General assets of the sponsorYes
2015: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planNo
2015-07-01Plan funding arrangement – General assets of the sponsorYes
2015-07-01Plan benefit arrangement – General assets of the sponsorYes
2014: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planNo
2014-07-01Plan funding arrangement – General assets of the sponsorYes
2014-07-01Plan benefit arrangement – General assets of the sponsorYes
2013: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planNo
2013-07-01Plan funding arrangement – General assets of the sponsorYes
2013-07-01Plan benefit arrangement – General assets of the sponsorYes
2012: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planNo
2012-07-01Plan funding arrangement – InsuranceYes
2012-07-01Plan funding arrangement – General assets of the sponsorYes
2012-07-01Plan benefit arrangement – InsuranceYes
2012-07-01Plan benefit arrangement – General assets of the sponsorYes
2011: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Plan funding arrangement – InsuranceYes
2011-07-01Plan funding arrangement – General assets of the sponsorYes
2011-07-01Plan benefit arrangement – InsuranceYes
2011-07-01Plan benefit arrangement – General assets of the sponsorYes
2010: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Plan funding arrangement – InsuranceYes
2010-07-01Plan funding arrangement – General assets of the sponsorYes
2010-07-01Plan benefit arrangement – InsuranceYes
2010-07-01Plan benefit arrangement – General assets of the sponsorYes
2009: UNITED HERITAGE CREDIT UNION MEDICAL PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01This submission is the final filingNo
2009-07-01Plan funding arrangement – InsuranceYes
2009-07-01Plan funding arrangement – General assets of the sponsorYes
2009-07-01Plan benefit arrangement – InsuranceYes
2009-07-01Plan benefit arrangement – General assets of the sponsorYes

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