How big is Union State Bank's plan?

Union State Bank's plan reported $2.1M in assets and 28 participants for 2023.

Original filing (PDF)20250715132310NAL0001651523001

Union State Bank

Name: Union State Bank — Union State Bank Pension Trust, Form 5500 (2023)
Creator: Union State Bank
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union State Bank Pension Trust

Defined-benefit pension plan · Union State Bank's Union State Bank Pension Trust held $2.1M in plan assets for 28 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Tammy Julian signed Union State Bank's 2023 Form 5500 as plan administrator.

Tammy Julian — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Union State Bank's EIN is 48-0456380.

EIN 48-0456380

Plan number 001

Plan year 2023

ACK ID 20250715132310NAL0001651523001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Union State Bank from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Union State Bank's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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