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UNITED HERITAGE FINANCIAL GROUP, INC.

Company Details

Name: UNITED HERITAGE FINANCIAL GROUP, INC.
Jurisdiction: Idaho
Legal type: General Business Corporation (D)
Status: Active-Good Standing
Date of registration: 10 Sep 1993 (31 years ago)
Financial Date End: 30 Sep 2025
Entity Number: 319198
Place of Formation: IDAHO
File Number: 319198
Mailing Address: PO BOX 7777 MERIDIAN, ID 83680-7777

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
UNITED HERITAGE LIFE AND DISABILITY BENEFITS PLAN 2014 820123320 2015-07-10 UNITED HERITAGE FINANCIAL GROUP 305
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1974-06-01
Business code 524140
Sponsor’s telephone number 2084936100
Plan sponsor’s mailing address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642
Plan sponsor’s address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642

Number of participants as of the end of the plan year
Active participants 305
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARJORIE HOPKINS
Valid signature Filed with authorized/valid electronic signature
UNITED HERITAGE LIFE AND DISABILITY BENEFITS PLAN 2014 820123320 2015-07-10 UNITED HERITAGE FINANCIAL GROUP 305
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1974-06-01
Business code 524140
Sponsor’s telephone number 2084936100
Plan sponsor’s mailing address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642
Plan sponsor’s address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642

Number of participants as of the end of the plan year
Active participants 317
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARJORIE HOPKINS
Valid signature Filed with authorized/valid electronic signature
UNITED HERITAGE LIFE AND DISABILITY BENEFITS PLAN 2014 820123320 2015-07-10 UNITED HERITAGE FINANCIAL GROUP 317
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1974-06-01
Business code 524140
Sponsor’s telephone number 2084936100
Plan sponsor’s mailing address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642
Plan sponsor’s address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642

Number of participants as of the end of the plan year
Active participants 303
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARJORIE HOPKINS
Valid signature Filed with authorized/valid electronic signature
UNITED HERITAGE LIFE AND DISABILITY BENEFITS PLAN 2014 820123320 2015-07-10 UNITED HERITAGE FINANCIAL GROUP 303
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1974-06-01
Business code 524140
Sponsor’s telephone number 2084936100
Plan sponsor’s mailing address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642
Plan sponsor’s address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642

Number of participants as of the end of the plan year
Active participants 315
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARJORIE HOPKINS
Valid signature Filed with authorized/valid electronic signature
UNITED HERITAGE LIFE AND DISABILITY BENEFITS PLAN 2014 820123320 2015-07-10 UNITED HERITAGE FINANCIAL GROUP 315
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1974-06-01
Business code 524140
Sponsor’s telephone number 2084936100
Plan sponsor’s mailing address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642
Plan sponsor’s address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642

Number of participants as of the end of the plan year
Active participants 325
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARJORIE HOPKINS
Valid signature Filed with authorized/valid electronic signature
UNITED HERITAGE LIFE AND DISABILITY BENEFITS PLAN 2014 820123320 2015-07-10 UNITED HERITAGE FINANCIAL GROUP 325
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1974-06-01
Business code 524140
Sponsor’s telephone number 2084936100
Plan sponsor’s mailing address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642
Plan sponsor’s address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642

Number of participants as of the end of the plan year
Active participants 345
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARJORIE HOPKINS
Valid signature Filed with authorized/valid electronic signature
UNITED HERITAGE LIFE AND DISABILITY BENEFITS PLAN 2014 820123320 2015-07-10 UNITED HERITAGE FINANCIAL GROUP 305
File View Page
Three-digit plan number (PN) 501
Effective date of plan 1974-06-01
Business code 524140
Sponsor’s telephone number 2084936100
Plan sponsor’s mailing address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642
Plan sponsor’s address 707 EAST UNITED HERITAGE COURT, MERIDIAN, ID, 83642

Number of participants as of the end of the plan year
Active participants 305
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0

Signature of
Role Plan administrator
Date 2015-07-10
Name of individual signing MARJORIE HOPKINS
Valid signature Filed with authorized/valid electronic signature

Agent

Name Role Address
JEFFREY D NEUMEYER Agent 707 E UNITED HERITAGE COURT, MERIDIAN, ID 83642

President

Name Role Address Appointed On
Todd H Gill President PO BOX 7777, MERIDIAN, ID 83680 2020-08-24

Secretary

Name Role Address Appointed On
Jeffrey D Neumeyer Secretary PO BOX 7777, MERIDIAN, ID 83680 2023-08-30

Treasurer

Name Role Address Appointed On
Dean D Sandros Treasurer PO BOX 7777, MERIDIAN, ID 83680 2023-08-30

Director

Name Role Address Appointed On
Diane L Polscer Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Michael M Brem Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Michael M Mooney Director PO BOX 7777, MERIDAN, ID 83680 2023-08-30
John W Holleran Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Jeff C Kinneeveauk Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Steven D Hauschild Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Michelle Elizabeth Hege Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Zachary D Tudor Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Todd H Gill Director PO BOX 7777, MERIDIAN, ID 83680 2023-08-30

Vice President

Name Role Address Appointed On
Richard S Nelson Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Johanna C Hale Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Shawn R Turner Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Jeffrey D Neumeyer Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Dean D Sandros Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Michael F Rasmussen Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Lori Ann Blake Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Jill Lynette Evoy Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Mathew D Dahl Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30
Stefanie A Thiel Vice President PO BOX 7777, MERIDIAN, ID 83680 2023-08-30

Filing

Filing Name Filing Number Filing date
Annual Report 0005898699 2024-09-12
Annual Report 0005375690 2023-08-30
Annual Report 0004919412 2022-09-19
Annual Report 0004389428 2021-08-20
Annual Report 0003978049 2020-08-24
Annual Report 0003604965 2019-08-26
Change of Registered Office/Agent/Both (by Entity) 0002334723 2018-09-19
Annual Report 0002334722 2018-09-12
Annual Report 0002334710 2017-08-29
Annual Report 0002334708 2016-07-25

Related by officers

JEFFREY D NEUMEYER

UNITED HERITAGE PROPERTY & CASUALTY COMPANY UNITED HERITAGE LIFE INSURANCE COMPANY UNITED HERITAGE MUTUAL HOLDING COMPANY UNITED HERITAGE MARKETING SERVICES, INC. AlphaEdge Investment Management, Inc.

Dean D Sandros

UNITED HERITAGE MUTUAL HOLDING COMPANY

Diane L Polscer

UNITED HERITAGE MUTUAL HOLDING COMPANY

Michael M Brem

UNITED HERITAGE MUTUAL HOLDING COMPANY

Michael M Mooney

UNITED HERITAGE MUTUAL HOLDING COMPANY

John W Holleran

UNITED HERITAGE MUTUAL HOLDING COMPANY

Jeff C Kinneeveauk

IDAHO POWER COMPANY IDACORP, INC. UNITED HERITAGE MUTUAL HOLDING COMPANY

Steven D Hauschild

UNITED HERITAGE MUTUAL HOLDING COMPANY

Jeffrey D Neumeyer

UNITED HERITAGE MUTUAL HOLDING COMPANY

Zachary D Tudor

UNITED HERITAGE MUTUAL HOLDING COMPANY

Related by address

PO BOX 7777 MERIDIAN, ID 83680-7777

UNITED HERITAGE MUTUAL HOLDING COMPANY

Date of last update: 20 Jan 2025

Sources: Idaho Secretary of State

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