How big is Union General Insurance Servic's plan?

Union General Insurance Servic's plan reported $6.3M in assets and 14 participants for 2025.

Original filing (PDF)20260424083625NAL0003042307001

Union General Insurance Servic

Name: Union General Insurance Servic — Union General, Form 5500 (2025)
Creator: Union General Insurance Servic
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Union General Insurance Servic 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Union General Insurance Servic's Union General Insurance Servic 401(k) Profit Sharing Plan & Trust held $6.3M in plan assets for 14 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Union General Insurance Servic's EIN is 94-2702559.

EIN 94-2702559

Plan number 002

Plan year 2025

ACK ID 20260424083625NAL0003042307001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Union General Insurance Servic from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Union General Insurance Servic's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 GENERAL INSURANCE SERVIC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score