Original filing (PDF)20230722220015NAL0006745297014

UNION GLOBAL, INC. PBC

Name: UNION GLOBAL, INC. PBC — UNION GLOBAL, INC. PBC 401(K) PLAN, Form 5500 (2022)
Creator: UNION GLOBAL, INC. PBC

Form 5500-SF

FILING_RECEIVED

UNION GLOBAL, INC. PBC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

UNION GLOBAL, INC. PBC

EIN

46-3053453

Address

1440 G ST NW · WASHINGTON, DC · 20005

Phone

(434) 738-1225

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-05

Filed

2023-07-22

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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