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MEMBERS HERITAGE CREDIT UNION, INC.

Company Details

Name: MEMBERS HERITAGE CREDIT UNION, INC.
Jurisdiction: Kentucky
Legal type: Credit Union
Status: Active
File Date: 05 Dec 2014 (10 years ago)
Organization Date: 05 Dec 2014 (10 years ago)
Organization Number: 0904167
Primary County: Fayette
Place of Formation: KENTUCKY
Authority Date: 05 Dec 2014 (10 years ago)
Principal Office: 440 PARK PLACE, LEXINGTON, KY 40511
Principal Office ZIP code: 40511

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST 2023 610575996 2024-05-28 MEMBERS HERITAGE CREDIT UNION 79
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2024-05-28
Name of individual signing JESSICA DAVIES
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2022 610575996 2023-11-24 MEMBERS HERITAGE CREDIT UNION 83
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2023-11-24
Name of individual signing JESSICA DAVIES
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST 2022 610575996 2023-09-28 MEMBERS HERITAGE CREDIT UNION 83
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2023-09-28
Name of individual signing JESSICA DAVIES
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2021 610575996 2022-12-13 MEMBERS HERITAGE CREDIT UNION 87
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2022-12-13
Name of individual signing JESSICA DAVIES
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST 2021 610575996 2022-05-04 MEMBERS HERITAGE CREDIT UNION 101
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2022-05-04
Name of individual signing JESSICA DAVIES
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2020 610575996 2022-01-04 MEMBERS HERITAGE CREDIT UNION 103
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2022-01-04
Name of individual signing JESSICA DAVIES
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST 2020 610575996 2021-06-08 MEMBERS HERITAGE CREDIT UNION 96
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2021-06-08
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2019 610575996 2020-12-07 MEMBERS HERITAGE CREDIT UNION 97
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2020-12-07
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION 401(K) PLAN AND TRUST 2019 610575996 2020-05-18 MEMBERS HERITAGE CREDIT UNION 97
File View Page
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2020-05-18
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
MEMBERS HERITAGE CREDIT UNION DEFINED BENEFIT PLAN AND TRUST 2018 610575996 2019-12-18 MEMBERS HERITAGE CREDIT UNION 95
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2019-12-18
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2019/04/18/20190418072142P040179659399001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2019-04-18
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/11/30/20181130105021P040077191601001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2018-11-30
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/06/04/20180604120132P040107318551001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2018-06-04
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/06/19/20170619115740P030011073421001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2017-06-19
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2018/01/19/20180119115954P040001747893001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2018-01-19
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2017/02/27/20170227084949P030031544413001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2017-02-27
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2016/04/13/20160413133704P040036772065001.pdf
Three-digit plan number (PN) 002
Effective date of plan 1997-01-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 405043382

Signature of

Role Plan administrator
Date 2016-04-13
Name of individual signing JENNIFER T. MEADE
Valid signature Filed with authorized/valid electronic signature
File https://efast2-filings-public.s3.amazonaws.com/prd/2015/12/15/20151215120115P030114457767001.pdf
Three-digit plan number (PN) 001
Effective date of plan 1965-07-01
Business code 522130
Sponsor’s telephone number 8592593466
Plan sponsor’s address 2420 MEMBERS WAY, LEXINGTON, KY, 40504

Signature of

Role Plan administrator
Date 2015-12-15
Name of individual signing JENNIFER MEADE
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
PATRICK FERRY Registered Agent

Director

Name Role
BOBBY A. FLYNN Director
JAMES D. ALLEN Director
MANLUS (LES) BURTON Director
JEFF STERNE Director
MICHAEL PROCTOR Director

Incorporator

Name Role
BOBBY A FLYNN Incorporator
JAMES D. ALLEN Incorporator
MANLUS (LES) BURTON Incorporator
JEFF STERNE Incorporator
MICHAEL PROCTOR Incorporator
PATRICK FERRY Incorporator
ANN ALLISON Incorporator

Assumed Names

Name Status Expiration Date
MEMBERS HERITAGE CREDIT UNION, INC. Active No data

Filings

Name File Date
Application for Certificate of Authority 2014-12-05

Date of last update: 16 Nov 2024

Sources: Kentucky Secretary of State