Union Bank And Trust Company Welfare Benefits Plan — Form 5500 plan (Union Bank And Trust Company)
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, Union Bank And Trust Company Welfare Benefits Plan is a benefit plan reported by Union Bank And Trust Company under EIN 47-0321480 and plan number 505. The latest loaded filing year is 2023. The filing reports 696 participants and $266,388 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Bank And Trust Company
- EIN
- 47-0321480
- Plan number
- 505
- Plan type
- 2
- Location
- Lincoln, NE
- Latest filing year
- 2023
- Participants
- 696
- End-of-year plan assets
- $266,388
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 696 | H, C | 20240926172402NAL0001113889001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $266,388
- Total liabilities (EOY)
- $1,319,633
- Net assets (EOY)
- -$1,053,245
- Net assets (BOY)
- -$937,186
Income & contributions
- Employer contributions
- $8,975,128
- Participant contributions
- $3,250,803
- Total contributions
- $12,225,931
- Total income / additions
- $12,789,441
Expenses & distributions
- Benefits paid
- $12,138,844
- Administrative expenses
- $766,656
- Total expenses
- $12,905,500
- Net increase / (decrease)
- -$116,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Apta Health | NONE | $8,188 | $374,589 | 2023 |
| Meritain Health | NONE | $257,139 | not reported in the loaded dataset | 2023 |
| Ameritas | NONE | $42,262 | not reported in the loaded dataset | 2023 |
| Unico Group | NONE | $0 | $32,045 | 2023 |
| Bergankvd, LLC | NONE | $14,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Bank And Trust Company
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Lincoln, NE
- Apta Health — Schedule C compensation
- Meritain Health — Schedule C compensation
- Ameritas — Schedule C compensation
- Unico Group — Schedule C compensation
- Bergankvd, LLC — Schedule C compensation