Original filing (PDF)20260217102031NAL0005581665001

THE HEALTH AND EDUCATION FEDERAL CREDIT UNION

Name: THE HEALTH AND EDUCATION FEDERAL CREDIT UNION — THE HEALTH AND EDUCATION FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: THE HEALTH AND EDUCATION FEDERAL CREDIT UNION

Form 5500-SF

FILING_RECEIVED

THE HEALTH AND EDUCATION FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE HEALTH AND EDUCATION FEDERAL CREDIT UNION.

Plan sponsor

Name

THE HEALTH AND EDUCATION FEDERAL CREDIT UNION

EIN

61-0566360

Address

424 PARK PL · LEXINGTON, KY · 40511

Phone

(859) 231-8262

Industry

Finance & Insurancesee all

Plan administrator