OpenERISA

Heritage Financial Credit Union

Middletown, NY, 109414019

EIN 14-1348251
Plans
2
Total participants
1,232
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
522130

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500011Heritage Financial Credit Union Capital Accumulation Plan127
2024Form 5500501Heritage Financial Credit Union Health & Welfare Benefit Plan140
2023Form 5500011Heritage Financial Credit Union Capital Accumulation Plan120
2023Form 5500501Heritage Financial Credit Union Health & Welfare Benefit Plan122
2022Form 5500011Heritage Financial Credit Union Capital Accumulation Plan111
2022Form 5500501Heritage Financial Credit Union Health & Welfare Benefit Plan117
2021Form 5500011Heritage Financial Credit Union Capital Accumulation Plan119
2021Form 5500501Heritage Financial Credit Union Health & Welfare Benefit Plan130
2020Form 5500011Heritage Financial Credit Union Capital Accumulation Plan125
2020Form 5500501Heritage Financial Credit Union Health & Welfare Benefit Plan121

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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