Original filing (PDF)20251002132909NAL0000363347001

UNION BANK AND TRUST COMPANY

Name: UNION BANK AND TRUST COMPANY — UNION BANK AND TRUST COMPANY WELFARE BENEFITS PLAN, Form 5500 (2024)
Creator: UNION BANK AND TRUST COMPANY

Form 5500

FILING_RECEIVED

UNION BANK AND TRUST COMPANY WELFARE BENEFITS PLAN

Health & welfare plan

Signals · 3

100% in single holding~3050 bps in Sched C feesNo recordkeeper disclosed

Active participants

786

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

-$174K

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for UNION BANK AND TRUST COMPANY.

Plan sponsor

Name

UNION BANK AND TRUST COMPANY

EIN

47-0321480

Address

P.O. BOX 82535 · LINCOLN, NE · 68501

Phone

(402) 323-1592

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

505

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Welfare benefit codes

4A · Health (other than dental or vision)

4D · Dental

Audit & trust (Schedule H)

Auditor

BERGANKDV, LLC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

5 rows

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERITAIN HEALTH	16-1264154	—	NONE	$268K	—
AMERITAS	—	LINCOLN, NE	NONE	$40K	—
BERGANKVD, LLC	—	MINNEAPOLIS, MN	NONE	$28K	—
APTA HEALTH	—	ENGLEWOOD, CO	NONE	$9K	—
UNICO GROUP

Investments

1 direct security· $624K(55% of reported assets)

PI						% of plan
	date, rate of interest, collateral, par or maturity (e) Current (a) value (d) Cost Value Money Market Fund Federated U.S. Treasury: variable interest rate	Cash / Money Market	—	$624K	$624K	55.1%

1–1 of 1

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