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| Plan Name | HERITAGE FEDERAL CREDIT UNION MEDICAL PLAN |
| Plan identification number | 503 |
| 401k Plan Type | Welfare Benefit |
| Plan Features/Benefits |
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| Company Name: | HERITAGE FEDERAL CREDIT UNION |
| Employer identification number (EIN): | 351155006 |
| NAIC Classification: | 522130 |
| NAIC Description: | Credit Unions |
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 503 | 2020-01-01 | BARBARA WINSTEAD | 2021-06-02 | ||
| 503 | 2019-01-01 | BARBARA WINSTEAD | 2021-05-04 |
| Measure | Date | Value |
|---|---|---|
| 2020: HERITAGE FEDERAL CREDIT UNION MEDICAL PLAN 2020 401k membership | ||
| Total participants, beginning-of-year | 2020-01-01 | 106 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of employers contributing to the scheme | 2020-01-01 | 0 |
| 2019: HERITAGE FEDERAL CREDIT UNION MEDICAL PLAN 2019 401k membership | ||
| Total participants, beginning-of-year | 2019-01-01 | 102 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 106 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
| Total of all active and inactive participants | 2019-01-01 | 106 |
| Number of employers contributing to the scheme | 2019-01-01 | 0 |
| 2020: HERITAGE FEDERAL CREDIT UNION MEDICAL PLAN 2020 form 5500 responses | ||
|---|---|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | This submission is the final filing | Yes |
| 2020-01-01 | Plan funding arrangement – Insurance | Yes |
| 2020-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2019: HERITAGE FEDERAL CREDIT UNION MEDICAL PLAN 2019 form 5500 responses | ||
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | First time form 5500 has been submitted | Yes |
| 2019-01-01 | Plan funding arrangement – Insurance | Yes |
| 2019-01-01 | Plan benefit arrangement – Insurance | Yes |
| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) | |||||||||||||||||||||||||
| Policy contract number | 1007202 | ||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||
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| ANTHEM INSURANCE COMPANIES, INC (National Association of Insurance Commissioners NAIC id number: 28207 ) | |||||||||||||||||||||||||
| Policy contract number | 100720 | ||||||||||||||||||||||||
| Policy instance | 1 | ||||||||||||||||||||||||
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