OpenERISA

Heritage Credit Union

Wausau, WI, 544028026

EIN 39-6048473
Plans
3
Total participants
736
Filing years
2023, 2022, 2021, 2020
NAICS
522130
Plan sponsors in WisconsinFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2023Form 5500-SF001Heritage Credit Union Cash Balance Defined Benefit Plan And Trust0
2022Form 5500001Heritage Credit Union Cash Balance Defined Benefit Plan And Trust108
2022Form 5500033Heritage Credit Union 401(K) Plan And Trust0
2021Form 5500001Heritage Credit Union Cash Balance Defined Benefit Plan And Trust83
2021Form 5500033Heritage Credit Union 401(K) Plan And Trust112
2021Form 5500510Heritage Credit Union Health & Welfare Plan121
2021Form 5500510Heritage Credit Union Health & Welfare Plan0
2020Form 5500001Heritage Credit Union Cash Balance Defined Benefit Plan And Trust91
2020Form 5500033Heritage Credit Union 401(K) Plan And Trust108
2020Form 5500510Heritage Credit Union Health & Welfare Plan113

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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