Meghan Christie signed Heritage Credit Union's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Heritage Credit Union's EIN is 39-6048473.
Download the official 2022 Form 5500 (PDF) for Heritage Credit Union from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Heritage Credit Union's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CMFG LIFE INSURANCE COMPANY | 39-0230590 | — | NONE | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| TRUSTEE LIFESTYLE CONS CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 003 | Common Collective Trust | $288K | 34.3% |
| TRUSTEE LIFESTYLE MOD CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 004 | Common Collective Trust | $227K | 27.1% |
| TRUSTEE LIFESTYLE AGGR CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 005 | Common Collective Trust | $175K | 20.9% |
| TRUSTEE LIFESTYLE INCOME CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 002 | Common Collective Trust | $144K | 17.2% |
| TRUSTEE DIVERSIFIED EQUITY CMFG LIFE INSURANCE COMPANY · EIN 27-4581779 / PN 001 | Common Collective Trust | $5K | 0.6% |
