HERITAGE FAMILY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST

[ EIN: 03-0214269 | Plan No. 003 ]

HERITAGE FAMILY FEDERAL CREDIT UNION DEFINED BENEFIT PLAN AND TRUST is reported on Form 5500 as a Defined Benefit plan sponsored by HERITAGE FAMILY FEDERAL CREDIT UNION. For the 2023 plan year, the plan had 173 participants and total assets of $22,093,224.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: HERITAGE FAMILY FEDERAL CREDIT UNION

Location: 30 ALLEN ST., RUTLAND, VT 05701

EIN: 030214269

Plan Number: 003

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 173

Total Assets: $22,093,224

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