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UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN 401k Plan overview

Plan NameUNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN
Plan identification number 002

UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
    SELECT distinct(Description) AS Description FROM 401k_benefit_codes LEFT JOIN 401k_benefit_code_description ON BenefitCode=Code COLLATE utf8_unicode_ci WHERE EIN='942702559' AND PlanID='002'

401k Sponsoring company profile

UNION GENERAL INSURANCE SERVICES, INC. has sponsored the creation of one or more 401k plans.

Company Name:UNION GENERAL INSURANCE SERVICES, INC.
Employer identification number (EIN):942702559
NAIC Classification:524210
NAIC Description:Insurance Agencies and Brokerages

Additional information about UNION GENERAL INSURANCE SERVICES, INC.

Jurisdiction of Incorporation: California Department of State
Incorporation Date: 1980-09-02
Company Identification Number: C1001137
Legal Registered Office Address: 1390 Willow Pass Rd, Ste 1050

Concord
United States of America (USA)
94520

More information about UNION GENERAL INSURANCE SERVICES, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01MATTHEW MUNDELIUS2024-05-02
0022022-01-01MATTHEW MUNDELIUS2023-02-07
0022021-01-01MATTHEW MUNDELIUS2022-02-27
0022020-01-01MATTHEW MUNDELIUS2021-05-03
0022019-01-01MATTHEW MUNDELIUS2020-05-19
0022018-01-01MATTHEW MUNDELIUS2019-05-08
0022017-01-01MATTHEW MUNDELIUS2018-06-18
0022016-01-01MATTHEW MUNDELIUS2017-07-26
0022015-01-01MATTHEW MUNDELIUS2016-03-25
0022014-01-01MATTHEW MUNDELIUS2015-07-31
0022013-01-01MATTHEW MUNDELIUS2014-07-30
0022012-01-01MATTHEW MUNDELIUS2013-04-19
0022011-01-01MATTHEW MUNDELIUS2012-06-12
0022010-01-01MATTHEW MUNDELIUS2011-05-16

Financial Data on UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN

Measure Date Value
2025 : UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN 2025 401k financial data
Total transfers to/from plan in this plan year2025-05-010
Total liabilities as of the end of the plan year2025-05-010
Total liabilities as of the beginning of the plan year2025-05-010
Total expenses incurred by plan in this plan year2025-05-012577645
Net assets as of the end of the plan year2025-05-015402122
Total assets as of the beginning of the plan year2025-05-018544850
Value of plan covered by a fidelity bond2025-05-01500000
Participant contributions to plan in this plan year2025-05-0171079
Value of participant loans at end of plan year2025-05-0152121
Other expenses paid from plan in this plan year2025-05-010
Other contributions to plan in this plan year2025-05-010
Other income to plan in this plan year2025-05-01-678486
Plan net income in this plan year2025-05-01-3142728
Net assets as of the end of the plan year2025-05-015402122
Net assets as of the beginning of the plan year2025-05-018544850
Employer contributions to plan in this plan year2025-05-0142324
Expensese paid to adminstrative service provicers from plan in this plan year2025-05-0117123
2024 : UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN 2024 401k financial data
Total transfers to/from plan in this plan year2024-05-020
Total liabilities as of the end of the plan year2024-05-020
Total liabilities as of the beginning of the plan year2024-05-020
Total expenses incurred by plan in this plan year2024-05-02271079
Net assets as of the end of the plan year2024-05-028544850
Total assets as of the beginning of the plan year2024-05-027416379
Value of plan covered by a fidelity bond2024-05-02500000
Participant contributions to plan in this plan year2024-05-0291226
Value of participant loans at end of plan year2024-05-026063
Other expenses paid from plan in this plan year2024-05-020
Other contributions to plan in this plan year2024-05-020
Other income to plan in this plan year2024-05-021266000
Plan net income in this plan year2024-05-021128471
Net assets as of the end of the plan year2024-05-028544850
Net assets as of the beginning of the plan year2024-05-027416379
Employer contributions to plan in this plan year2024-05-0242324
Expensese paid to adminstrative service provicers from plan in this plan year2024-05-028879
2022 : UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN 2022 401k financial data
Total transfers to/from plan in this plan year2022-02-270
Total liabilities as of the end of the plan year2022-02-270
Total liabilities as of the beginning of the plan year2022-02-270
Total expenses incurred by plan in this plan year2022-02-27789357
Net assets as of the end of the plan year2022-02-279005581
Total assets as of the beginning of the plan year2022-02-278556509
Value of plan covered by a fidelity bond2022-02-27500000
Participant contributions to plan in this plan year2022-02-2774918
Other expenses paid from plan in this plan year2022-02-270
Other contributions to plan in this plan year2022-02-270
Other income to plan in this plan year2022-02-271119458
Plan net income in this plan year2022-02-27449072
Net assets as of the end of the plan year2022-02-279005581
Net assets as of the beginning of the plan year2022-02-278556509
Employer contributions to plan in this plan year2022-02-2744053
Expensese paid to adminstrative service provicers from plan in this plan year2022-02-276465

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