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| Plan Name | HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN |
| Plan identification number | 503 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | HERITAGE FINANCIAL CORPORATION |
| Employer identification number (EIN): | 911857900 |
| NAIC Classification: | 522110 |
| NAIC Description: | Commercial Banking |
Additional information about HERITAGE FINANCIAL CORPORATION
| Jurisdiction of Incorporation: | Washington Secretary of State Corporations Division |
| Incorporation Date: | 1997-08-28 |
| Company Identification Number: | 601814655 |
| Legal Registered Office Address: |
201 5TH AVE SW OLYMPIA United States of America (USA) 985011063 |
More information about HERITAGE FINANCIAL CORPORATION
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 503 | 2017-01-01 | KATHRYN WOLD | KATHRYN WOLD | 2018-07-18 | |
| 503 | 2016-01-01 | KATHRYN WOLD | |||
| 503 | 2015-01-01 | KATHRYN WOLD | KATHRYN WOLD | 2016-10-13 |
| Measure | Date | Value |
|---|---|---|
| 2017: HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN 2017 401k membership | ||
| Total participants, beginning-of-year | 2017-01-01 | 742 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
| Total of all active and inactive participants | 2017-01-01 | 0 |
| 2016: HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN 2016 401k membership | ||
| Total participants, beginning-of-year | 2016-01-01 | 751 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 742 |
| Total of all active and inactive participants | 2016-01-01 | 742 |
| 2015: HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN 2015 401k membership | ||
| Total participants, beginning-of-year | 2015-01-01 | 646 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 751 |
| Total of all active and inactive participants | 2015-01-01 | 751 |
| 2017: HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN 2017 form 5500 responses | ||
|---|---|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | Yes |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016: HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN 2016 form 5500 responses | ||
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015: HERITAGE FINANCIAL CORPORATION LIFE & DISABILITY PLAN 2015 form 5500 responses | ||
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | First time form 5500 has been submitted | Yes |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 02346 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 ) | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy contract number | 02346 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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