Plan5500

Union Holding Corp. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Union Holding Corp. (EIN 83-0184092) is a plan sponsor located in Mt. View, WY with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
83-0184092
Location
Mt. View, WY
Loaded plans
3
Latest filing year
2023
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$32.8MSummed across loaded plans$32,790,886
Total reported assets$35.8M$35,847,565
Total reported participants904
Total reported liabilities$3.1M$3,056,679

Reported net position

Reported assets = net assets + liabilities (summed)$35.8M total assets
Net assets$32.8MLiabilities$3.1M
Contributions & income
Employer contributions$906.4K
Participant contributions$1M
Total income / additions$4.9M
Expenses & distributions
Benefits paid / distributions$3.7M
Total expenses$4M
Net increase / (decrease)$914.8K

Data coverage

Plans with financial statements2 / 3 (67%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets65%Union Telephone Company 401(K) Plan
Participants per plan301Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Union Telephone Company 401(K) Plan$23.1M
    Plan #002 · 321 participants · 2023
  2. 2
    Union Holding Corp. Employee Stock Ownership Plan$12.7M
    Plan #003 · 329 participants · 2023
  3. 3
    Union Telephone Cafeteria Plannot reported in the loaded dataset
    Plan #501 · 254 participants · 2023

Search all 3 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Union Holding Corp.
YearPlanParticipantsSchedulesFiling
2023Union Telephone Cafeteria Plan254—20240222103007NAL0004723184001
2023Union Telephone Company 401(K) Plan321H, C20241015172139NAL0058921650001
2023Union Holding Corp. Employee Stock Ownership Plan329H20250218150703NAL0002645299001
2023Union Telephone Cafeteria Plan233—20250331160009NAL0009368928001

Related Form 5500 pages