2023 Form 5500 filing — United Bankers' Bancorporation, Inc. 401(K) Savings 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 20241010151448NAL0041292978001) for United Bankers' Bancorporation, Inc. 401(K) Savings Plan, reported by United Bankers Bancorporation, Inc. under EIN 41-1830815 and plan number 001. It reports 168 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010151448NAL0041292978001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- United Bankers Bancorporation, Inc.
- EIN
- 41-1830815
- Plan number
- 001
- Location
- Bloomington, MN
- Participants
- 168
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $25,349,842
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $25,349,842
- Employer contributions
- $557,540
- Participant contributions
- $1,319,921
- Total income / additions
- $5,590,879
- Benefits paid
- $4,522,203
- Administrative expenses
- $61,389
- Total expenses
- $4,583,592
- Net increase / (decrease)
- $1,007,287
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Creative Planning Holdco LLC | INVESTMENT ADVISOR | $30,900 | not reported in the loaded dataset |
| Empower Annuity Insurance Company | RECORDKEEPER | $28,744 | $0 |
| Dwc Erisa Consultants LLC | CONTRACT ADMIN | $1,445 | $9,743 |
| Midwest Pension & Profit | CONTRACT ADMIN | $550 | $9,873 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $200 | not reported in the loaded dataset |