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 & Trust Company Profit Sharing Plan is a benefit plan reported by Union Bank & Trust Company under EIN 47-0321480 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,595 participants and $234,206,196 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $234,206,196
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $234,206,196
- Net assets (BOY)
- $200,051,312
Income & contributions
- Employer contributions
- $5,886,113
- Participant contributions
- $7,216,224
- Total contributions
- $14,294,396
- Total income / additions
- $47,234,081
Expenses & distributions
- Benefits paid
- $13,046,894
- Administrative expenses
- $32,282
- Total expenses
- $13,079,197
- Net increase / (decrease)
- $34,154,884