UNITED HERITAGE FINANCIAL GROUP, INC.

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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 (32 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

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
Donna Michelle Gustavson	Vice President	PO BOX 7777, MERIDIAN, ID 83680	2023-08-30
Kevin W Lucke	Vice President	PO BOX 7777, MERIDIAN, ID 83680	2023-08-30

Form 5500 Series

Employer Identification Number (EIN):

820123320

Plan Year:

2014

Number Of Participants:

305

Sponsors Telephone Number:

2084936100

File:

View File

Plan Year:

2014

Number Of Participants:

305

Sponsors Telephone Number:

2084936100

File:

View File

Plan Year:

2014

Number Of Participants:

317

Sponsors Telephone Number:

2084936100

File:

View File

Plan Year:

2014

Number Of Participants:

303

Sponsors Telephone Number:

2084936100

File:

View File

Plan Year:

2014

Number Of Participants:

315

Sponsors Telephone Number:

2084936100

File:

View File

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

USAspending Awards / Financial Assistance

Date:

2020-04-15

Link:

View on USAspending

Awarding Agency Name:

Small Business Administration

Transaction Description:

TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.

Obligated Amount:

0.00

Face Value Of Loan:

1229628.07

Total Face Value Of Loan:

1229628.07

Paycheck Protection Program

Jobs Reported:

Initial Approval Amount:

$1,229,628.07

Date Approved:

2020-04-15

Loan Status:

Paid in Full

SBA Guaranty Percentage:

100

Current Approval Amount:

$1,229,628.07

Race:

Unanswered

Ethnicity:

Unknown/NotStated

Gender:

Unanswered

Veteran:

Unanswered

Forgiveness Amount:

$1,144,060.92

Servicing Lender:

Washington Federal Bank d/b/a WaFd Bank

Use of Proceeds:

Payroll: $922,221.05
Utilities: $307,407.02

Court Cases Opinions

Summary

Category:

Judicial Publications

Circuit:

9th

Case Type:

civil

Nature Of Suit:

Other Labor Litigation

Parties

Party Name:

Does I-X

Party Role:

Defendant

Party Name:

UNITED HERITAGE LIFE INSURANCE COMPANY

Party Role:

Defendant

Party Name:

Ida Keim

Party Role:

Plaintiff

Party Name:

UNITED HERITAGE FINANCIAL GROUP, INC.

Party Role:

Defendant

Opinions

PDF File:

Download PDF

Opinion Date:

2008-08-08

Opinion Notes:

MEMORANDUM DECISION AND ORDER Denying 32 First MOTION for Discovery Extension and Expert Witness Deadlines or, in the Alternative, To Vacate the Trial Setting filed by United Heritage Life Insurance Company. Signed by Judge B. Lynn Winmill. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by jm)

Summary

Category:

Judicial Publications

Circuit:

9th

Case Type:

civil

Nature Of Suit:

Other Contract Actions

Parties

Party Name:

Brian Curd

Party Role:

Cross Claimant

Party Name:

First Matrix Investment Services Corporation

Party Role:

Cross Claimant

Party Name:

Kent Snodgrass

Party Role:

Cross Claimant

Party Name:

United Western Bancorp

Party Role:

Cross Claimant

Party Name:

Duncan-Williams

Party Role:

Cross Defendant

Opinions

PDF File:

Download PDF

Opinion Date:

2009-09-30

Opinion Notes:

MEMORANDUM DECISION AND ORDER granting in part and denying in part 94 Motion for Summary Judgment; denying 136 Motion for Summary Judgment; granting in part and denying in part 147 Motion to Strike. Signed by Judge Mikel H. Williams. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by dks)

PDF File:

Download PDF

Opinion Date:

2009-06-26

Opinion Notes:

MEMORANDUM DECISION AND ORDER Granting 88 MOTION to Dismiss filed by Carolyn Williams, Duncan-Williams, Inc., Duncan F. Williams. Signed by Judge Mikel H. Williams. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by jm)

PDF File:

Download PDF

Opinion Date:

2007-06-20

Opinion Notes:

MEMORANDUM DECISION AND ORDER granting in part and denying in part 16 Motion for Leave to File; denying 34 Motion to Strike ; granting 13 Motion to Dismiss Duncan-Williams, Inc., Duncan F. Williams and Carolyn Williams. Signed by Judge Mikel H. Williams. (caused to be mailed to non Registered Participants at the addresses listed on the Notice of Electronic Filing (NEF) by dks, )

Summary

Category:

Judicial Publications

Circuit:

9th

Cause:

29:1132 E.R.I.S.A.-Employee Benefits

Case Type:

civil

Nature Of Suit:

Employee Retirement Income Security Act (ERISA)

Parties

Party Name:

Steve Wilstead

Party Role:

Plaintiff

Party Name:

UNITED HERITAGE FINANCIAL GROUP, INC.

Party Role:

Defendant

Party Name:

UNITED HERITAGE LIFE INSURANCE COMPANY

Party Role:

Defendant

Opinions

PDF File:

Download PDF

Opinion Date:

2020-09-09

Opinion Notes:

MEMORANDUM AND ORDER RE: CROSS-MOTIONS FOR SUMMARY JUDGMENT. Defendants motion for summaryjudgment (Docket No. 27) be, and the same hereby is, GRANTED, and that plaintiffs motion for summary judgment (Docket No. 31) be, and the same hereby is, DENIED. Signed by Judge William B. Shubb. (alw)

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Date of last update: 19 Jul 2025

Sources: Idaho Secretary of State

UNITED HERITAGE FINANCIAL GROUP, INC.

Is this your business?

Company Details

Agent

President

Secretary

Treasurer

Director

Vice President

Form 5500 Series

Filing

USAspending Awards / Financial Assistance

Paycheck Protection Program

Court Cases Opinions

Summary

Parties

Opinions

Summary

Parties

Opinions

Summary

Parties

Opinions

Reviews Leave a review

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