What public Form 5500 filings show about the Union Bank & Trust Company 401(k) plan — and how to find and check your own account.
Union Bank & Trust Company (EIN 47-0321480) reports UNION BANK & TRUST COMPANY PROFIT SHARING PLAN on its most recent Form 5500, with $268.5M in plan assets across 1,101 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Union Bank & Trust Company filing — schedules, fees, and providers.
Union Bank & Trust Company’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Union Bank & Trust CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): APTA HEALTH, UNICO GROUP, AMERITAS, MATRIX CLEARENCE AND SETTLEMENT, UNION BANK & TRUST, LUTZ & PC.
