· 2022–2024 · DOL EFAST2

THE UNION CEMETERY ASSOCIATION — UNION CEMETERY ASSOCIATION EMPLOYEE BENEFIT RETIREMENT PLAN AND TRUST, Form 5500 (2024)

Original filing (PDF)20251113132448NAL0000725475001

THE UNION CEMETERY ASSOCIATION

Form 5500-SF

FILING_RECEIVED

UNION CEMETERY ASSOCIATION EMPLOYEE BENEFIT RETIREMENT PLAN AND TRUST

401(k) retirement plan

Active participants

7

Accounts w/ balance

8

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

62

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE UNION CEMETERY ASSOCIATION.

Plan sponsor

Name

THE UNION CEMETERY ASSOCIATION

EIN

34-0587510all filings

Address

1720 SUNSET BOULEVARD · STEUBENVILLE, OH · 43952

Phone

(740) 283-3384

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-10-01

Tax period

2025-09-30

Filed

2025-11-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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