2023 Form 5500 filing — Union Bank And Trust Company Welfare Benefits 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 20240926172402NAL0001113889001) for Union Bank And Trust Company Welfare Benefits Plan, reported by Union Bank And Trust Company under EIN 47-0321480 and plan number 505. It reports 696 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240926172402NAL0001113889001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Bank And Trust Company
- EIN
- 47-0321480
- Plan number
- 505
- Location
- Lincoln, NE
- Participants
- 696
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $266,388
- Total liabilities (EOY)
- $1,319,633
- Net assets (EOY)
- -$1,053,245
- Employer contributions
- $8,975,128
- Participant contributions
- $3,250,803
- Total income / additions
- $12,789,441
- Benefits paid
- $12,138,844
- Administrative expenses
- $766,656
- Total expenses
- $12,905,500
- Net increase / (decrease)
- -$116,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Apta Health | NONE | $8,188 | $374,589 |
| Meritain Health | NONE | $257,139 | not reported in the loaded dataset |
| Ameritas | NONE | $42,262 | not reported in the loaded dataset |
| Unico Group | NONE | $0 | $32,045 |
| Bergankvd, LLC | NONE | $14,000 | not reported in the loaded dataset |