United Bankers' Bancorporation, Inc. 401(K) Savings Plan — Form 5500 plan (United Bankers Bancorporation, Inc.)
Plain-English plan 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, United Bankers' Bancorporation, Inc. 401(K) Savings Plan is a benefit plan reported by United Bankers Bancorporation, Inc. under EIN 41-1830815 and plan number 001. The latest loaded filing year is 2023. The filing reports 168 participants and $25,349,842 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- United Bankers Bancorporation, Inc.
- EIN
- 41-1830815
- Plan number
- 001
- Plan type
- 2
- Location
- Bloomington, MN
- Latest filing year
- 2023
- Participants
- 168
- End-of-year plan assets
- $25,349,842
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 168 | H, C | 20241010151448NAL0041292978001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $25,349,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,349,842
- Net assets (BOY)
- $24,342,555
Income & contributions
- Employer contributions
- $557,540
- Participant contributions
- $1,319,921
- Total contributions
- $2,016,157
- Total income / additions
- $5,590,879
Expenses & distributions
- Benefits paid
- $4,522,203
- Administrative expenses
- $61,389
- Total expenses
- $4,583,592
- Net increase / (decrease)
- $1,007,287
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $30,900 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company | RECORDKEEPER | $28,744 | $0 | 2023 |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $1,445 | $9,743 | 2023 |
| Midwest Pension & Profit | CONTRACT ADMIN | $550 | $9,873 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for United Bankers Bancorporation, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MN
- 401(k) and benefit plan filings in Bloomington, MN
- Creative Planning Holdco LLC — Schedule C compensation
- Empower Annuity Insurance Company — Schedule C compensation
- Dwc Erisa Consultants LLC — Schedule C compensation
- Midwest Pension & Profit — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation