Original filing (PDF)20250715132310NAL0001651523001

UNION STATE BANK

Name: UNION STATE BANK — UNION STATE BANK PENSION TRUST, Form 5500 (2023)
Creator: UNION STATE BANK

Form 5500-SF

FILING_RECEIVED

UNION STATE BANK PENSION TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

UNION STATE BANK

EIN

48-0456380

Address

P O BOX 518 · CLAY CENTER, KS · 67432

Phone

(785) 632-3122

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Name

PENTEGRA RETIREMENT SERVICES

EIN

13-3475616

City

WHITE PLAINS, NY

Phone

(800) 872-3473

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-09-14

Tax period

2024-09-15

Filed

2025-07-15

Pension benefit codes

1A · Pay-related DB formula

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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