Union Bank's EIN is 03-0286322.
Download the official 2025 Form 5500 (PDF) for Union Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2025 Form 5500 (PDF)Union Bank's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $38K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS, LLC | 61-1758632 | — | INVESTMENT ADVISORY | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $6.9M | 18.9% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $5.1M | 14.1% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $4.1M | 11.3% | |
| Vanguard 500 Index Fund " | Common Collective Trusts | — | — | $4.0M | 11.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $3.7M | 10.2% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $2.6M | 7.3% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.8M | 4.9% | |
| Fixed Income Guaranteed Option Guaranteed investment contract | Stable Value | — | — | $1.5M | 4.1% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $1.4M | 4.0% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $1.1M | 3.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $740K | 2.0% | |
| Participant Loans (4.25%-9.50%) - | Bonds / Notes | — | — | $513K | 1.4% | |
| PIMCO Income Institutional Fund " | Mutual Funds | — | — | $342K | 0.9% | |
| Vanguard Total International Stock Index Fund " | Common Collective Trusts | — | — | $280K | 0.8% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $273K | 0.8% | |
| American Funds New Perspective Fund " | Mutual Funds | — | — | $263K | 0.7% | |
| Vanguard Mid Cap Index Fund " | Common Collective Trusts | — | — | $247K | 0.7% | |
| MFS Growth Fund " | Mutual Funds | — | — | $137K | 0.4% | |
| Vanguard Small Cap Index Fund " | Common Collective Trusts | — | — | $132K | 0.4% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $127K | 0.4% | |
| American Funds American Balanced Fund " | Mutual Funds | — | — | $114K | 0.3% | |
| MFS Value Fund " | Mutual Funds | — | — | $53K | 0.1% | |
| MFS Mid-Cap Growth Fund " | Mutual Funds | — | — | $49K | 0.1% | |
| Dodge & Cox Income Fund " | Mutual Funds | — | — | $48K | 0.1% | |
| AB Bond Inflation Strategy Fund Mutual fund | Other securities | — | — | $48K | 0.1% | |
| American Funds New World Fund " | Mutual Funds | — | — | $46K | 0.1% | |
| MFS International Growth Fund " | Mutual Funds | — | — | $45K | 0.1% | |
| PGIM High Yield Fund " | Other securities | — | — | $42K | 0.1% | |
| PRIN LIFETIME HYBR 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $20K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $18K | <0.1% | |
| MFS Mid Cap Value Fund " | Mutual Funds | — | — | $11K | <0.1% | |
| DFA International Value Fund " | Mutual Funds | — | — | $7K | <0.1% | |
| PIMCO Global Bond (USD-Hedged) Fund " | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FUTURE PLANNING ASSOCIATES, INC | 03-0271340 | — | OTHER SERVICES | $3K | — |
