Original filing (PDF)20250909160710NAL0012973075001

Union One Benefits Administration, Inc. DBA Union One

Name: Union One Benefits Administration, Inc. DBA Union One — Form 5500 Plan 001 (2024)
Creator: Union One Benefits Administration, Inc. DBA Union One
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union One Retirement Savings Plan

401(k) retirement plan · Union One Benefits Administration, Inc. DBA Union One's Union One Retirement Savings Plan held $1.5M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Union One Benefits Administration, Inc. DBA Union One's EIN is 71-0997632.

EIN 71-0997632

Plan number 001

Plan year 2024

ACK ID 20250909160710NAL0012973075001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Union One Benefits Administration, Inc. DBA Union One from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Union One Benefits Administration, Inc. DBA Union One's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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

Vendor & structure

100

Knocking points off