How big is Members Heritage Credit Union's plan?

Members Heritage Credit Union's plan reported $16.1M in assets and 75 participants for 2024.

Original filing (PDF)20251020111820NAL0000617905001

Members Heritage Credit Union

Name: Members Heritage Credit Union — Members Heritage, Form 5500 (2024)
Creator: Members Heritage Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Members Heritage Credit Union Defined Benefit Plan and Trust

Defined-benefit pension plan · Members Heritage Credit Union's Members Heritage Credit Union Defined Benefit Plan and Trust held $16.1M in plan assets for 75 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.1M

People on this filing

Jessica Davies signed Members Heritage Credit Union's 2024 Form 5500 as plan administrator.

Jessica Davies — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Members Heritage Credit Union's EIN is 61-0575996.

EIN 61-0575996

Plan number 001

Plan year 2024

ACK ID 20251020111820NAL0000617905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Members Heritage Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Members Heritage Credit Union's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEMBERS HERITAGE CREDIT UNION.

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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