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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 (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

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

Paycheck Protection Program

Loan Number Loan Funded Date SBA Origination Office Code Loan Delivery Method Borrower Street Address
8035187107 2020-04-15 1087 PPP 707 E United Heritage Court, MERIDIAN, ID, 83642-7785
Loan Status Date 2022-01-06
Loan Status Paid in Full
Loan Maturity in Months 24
SBA Guaranty Percentage 100
Loan Approval Amount (at origination) 1229628.07
Loan Approval Amount (current) 1229628.07
Undisbursed Amount 0
Franchise Name -
Lender Location ID 78418
Servicing Lender Name Washington Federal Bank d/b/a WaFd Bank
Servicing Lender Address 425 Pike St, SEATTLE, WA, 98101-3902
Rural or Urban Indicator U
Hubzone Y
LMI Y
Business Age Description Existing or more than 2 years old
Project Address MERIDIAN, ADA, ID, 83642-7785
Project Congressional District ID-01
Number of Employees 46
NAICS code 551112
Borrower Race Unanswered
Borrower Ethnicity Unknown/NotStated
Business Type Corporation
Originating Lender ID 78418
Originating Lender Name Washington Federal Bank d/b/a WaFd Bank
Originating Lender Address SEATTLE, WA
Gender Unanswered
Veteran Unanswered
Forgiveness Amount 1144060.92
Forgiveness Paid Date 2021-11-17

Court Cases Opinions

Package ID Category Cause Nature Of Suit
USCOURTS-idd-1_07-cv-00298 Judicial Publications - Other Labor Litigation
Collection United States Courts Opinions
SuDoc JU 4.15
Court Type District
Court Name United States District Court District of Idaho
Circuit 9th
Office Location Boise - Southern
Case Type civil

Parties
Name Does I-X
Role Defendant
Name UNITED HERITAGE FINANCIAL GROUP, INC.
Role Defendant
Name UNITED HERITAGE LIFE INSURANCE COMPANY
Role Defendant
Name Ida Keim
Role Plaintiff

Opinions
Opinion ID USCOURTS-idd-1_07-cv-00298-0
Date 2008-08-08
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)
View View File
USCOURTS-idd-1_06-cv-00496 Judicial Publications - Other Contract Actions
Collection United States Courts Opinions
SuDoc JU 4.15
Court Type District
Court Name United States District Court District of Idaho
Circuit 9th
Office Location Boise - Southern
Case Type civil

Parties
Name Brian Curd
Role Cross Claimant
Name First Matrix Investment Services Corporation
Role Cross Claimant
Name Kent Snodgrass
Role Cross Claimant
Name United Western Bancorp
Role Cross Claimant
Name Duncan-Williams
Role Cross Defendant
Name Brian Curd
Role Defendant
Name Duncan-Williams Inc.
Role Defendant
Name Duncan-Williams
Role Defendant
Name First Matrix Investment Services Corporation
Role Defendant
Name Matrix Bancorp Inc.
Role Defendant
Name Matrix Bancorp Trading
Role Defendant
Name Michael J McCloskey
Role Defendant
Name Kent Snodgrass
Role Defendant
Name United Western Bancorp
Role Defendant
Name Scot T Wetzel
Role Defendant
Name Carolyn Williams
Role Defendant
Name Duncan F. Williams
Role Defendant
Name UNITED HERITAGE FINANCIAL GROUP, INC.
Role Plaintiff
Name UNITED HERITAGE LIFE INSURANCE COMPANY
Role Plaintiff
Name Carolyn Williams
Role Plaintiff

Opinions
Opinion ID USCOURTS-idd-1_06-cv-00496-0
Date 2007-06-20
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, )
View View File
Opinion ID USCOURTS-idd-1_06-cv-00496-1
Date 2009-06-26
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)
View View File
Opinion ID USCOURTS-idd-1_06-cv-00496-2
Date 2009-09-30
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)
View View File
USCOURTS-idd-1_19-cv-00276 Judicial Publications 29:1132 E.R.I.S.A.-Employee Benefits Employee Retirement Income Security Act (ERISA)
Collection United States Courts Opinions
SuDoc JU 4.15
Court Type District
Court Name United States District Court District of Idaho
Circuit 9th
Office Location Boise - Southern
Case Type civil

Parties
Name Steve Wilstead
Role Plaintiff
Name UNITED HERITAGE FINANCIAL GROUP, INC.
Role Defendant
Name UNITED HERITAGE LIFE INSURANCE COMPANY
Role Defendant

Opinions
Opinion ID USCOURTS-idd-1_19-cv-00276-0
Date 2020-09-09
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)
View View File

Related by officers

JEFFREY D NEUMEYER

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Dean D Sandros

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Diane L Polscer

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Michael M Brem

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Michael M Mooney

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John W Holleran

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Jeff C Kinneeveauk

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Steven D Hauschild

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Jeffrey D Neumeyer

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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: 04 Apr 2025

Sources: Idaho Secretary of State

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