Plan Ledger DOL Form 5500 · updated monthly

Heritage Financial Credit Unionbenefits

Heritage Financial Credit Union Health & Welfare Benefit Plan · MIDDLETOWN, NY · plan year 2024

Broker compensation reported · 2024
$60,468

Heritage Financial Credit Union's benefits plans covered 140 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits. Insurance brokers and agents were paid $60,468 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $432 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 17% from $51,670 in 2023.

Insurance contracts · 20244
SUN LIFE AND HEALTH INSURANCE COMPANY · life std ltdpremiums n/a · 145 covered
SUN LIFE AND HEALTH INSURANCE COMPANY · stdpremiums n/a · 146 covered
ANTHEM BLUE CROSS · health vision ppopremiums n/a · 159 covered
DELTA DENTAL OF NEW YORK · dentalpremiums n/a · 153 covered
Brokers & agents paid · 20241
MERCER HEALTH AND BENEFITS, LLC.$60,468 · incl $334 fees
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 141348251 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.