2023 Form 5500 filing — Union Bank & Trust Company Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240723104653NAL0019422000001) for Union Bank & Trust Company Profit Sharing Plan, reported by Union Bank & Trust Company under EIN 47-0321480 and plan number 001. It reports 1,595 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240723104653NAL0019422000001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Bank & Trust Company
- EIN
- 47-0321480
- Plan number
- 001
- Location
- Lincoln, NE
- Participants
- 1,595
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $234,206,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,206,196
- Employer contributions
- $5,886,113
- Participant contributions
- $7,216,224
- Total income / additions
- $47,234,081
- Benefits paid
- $13,046,894
- Administrative expenses
- $32,282
- Total expenses
- $13,079,197
- Net increase / (decrease)
- $34,154,884
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lutz & Company, Pc | NONE | $18,650 | not reported in the loaded dataset |
| Union Bank & Trust Company | RELATED PARTY | $13,632 | not reported in the loaded dataset |
| Matrix Clearence And Settlement | NONE | $0 | $0 |