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HERITAGE CREDIT UNION — HERITAGE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20240712154455NAL0011446307001
HERITAGE CREDIT UNION
Form 5500-SF
FILING_RECEIVED
HERITAGE CREDIT UNION CASH BALANCE DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$0
Net assets (EOY)
$0
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
75
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HERITAGE CREDIT UNION
.
Find decision makers
Plan sponsor
Name
HERITAGE CREDIT UNION
EIN
39-6048473
Address
1 CORPORATE DR, STE 700 · WAUSAU, WI · 544028026
Phone
(715) 847-4700
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-09-30
Filed
2024-07-12
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
1H · PBGC-terminated and closed out
1I · Frozen plan — no new benefit accrual
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Knocking points off
Plan is frozen (1I) — no new benefit accrual.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
YOUNGSTOWN CITY SCHOOLS CREDIT UNION, INC. 401(K) PLAN AND TRUST
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