Original filing (PDF)20251020111820NAL0000617905001

MEMBERS HERITAGE CREDIT UNION

Name: MEMBERS HERITAGE CREDIT UNION — MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST, Form 5500 (2024)
Creator: MEMBERS HERITAGE CREDIT UNION

Form 5500-SF

FILING_RECEIVED

MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$16.1M

Net assets (EOY)

$16.1M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MEMBERS HERITAGE CREDIT UNION.

Plan sponsor

Name

MEMBERS HERITAGE CREDIT UNION

EIN

61-0575996

Address

2420 MEMBERS WAY · LEXINGTON, KY · 40504

Phone

(859) 259-3466

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2025-10-20

Pension benefit codes

1A · Pay-related DB formula

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

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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