| Plan Name | UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN |
| Plan identification number | 002 |
| 401k Plan Type | Defined Contribution Pension |
| Plan Features/Benefits |
|
| 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.
| Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
|---|---|---|---|---|---|
| 002 | 2023-01-01 | MATTHEW MUNDELIUS | 2024-05-02 | ||
| 002 | 2022-01-01 | MATTHEW MUNDELIUS | 2023-02-07 | ||
| 002 | 2021-01-01 | MATTHEW MUNDELIUS | 2022-02-27 | ||
| 002 | 2020-01-01 | MATTHEW MUNDELIUS | 2021-05-03 | ||
| 002 | 2019-01-01 | MATTHEW MUNDELIUS | 2020-05-19 | ||
| 002 | 2018-01-01 | MATTHEW MUNDELIUS | 2019-05-08 | ||
| 002 | 2017-01-01 | MATTHEW MUNDELIUS | 2018-06-18 | ||
| 002 | 2016-01-01 | MATTHEW MUNDELIUS | 2017-07-26 | ||
| 002 | 2015-01-01 | MATTHEW MUNDELIUS | 2016-03-25 | ||
| 002 | 2014-01-01 | MATTHEW MUNDELIUS | 2015-07-31 | ||
| 002 | 2013-01-01 | MATTHEW MUNDELIUS | 2014-07-30 | ||
| 002 | 2012-01-01 | MATTHEW MUNDELIUS | 2013-04-19 | ||
| 002 | 2011-01-01 | MATTHEW MUNDELIUS | 2012-06-12 | ||
| 002 | 2010-01-01 | MATTHEW MUNDELIUS | 2011-05-16 |
| 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 year | 2025-05-01 | 0 |
| Total liabilities as of the end of the plan year | 2025-05-01 | 0 |
| Total liabilities as of the beginning of the plan year | 2025-05-01 | 0 |
| Total expenses incurred by plan in this plan year | 2025-05-01 | 2577645 |
| Net assets as of the end of the plan year | 2025-05-01 | 5402122 |
| Total assets as of the beginning of the plan year | 2025-05-01 | 8544850 |
| Value of plan covered by a fidelity bond | 2025-05-01 | 500000 |
| Participant contributions to plan in this plan year | 2025-05-01 | 71079 |
| Value of participant loans at end of plan year | 2025-05-01 | 52121 |
| Other expenses paid from plan in this plan year | 2025-05-01 | 0 |
| Other contributions to plan in this plan year | 2025-05-01 | 0 |
| Other income to plan in this plan year | 2025-05-01 | -678486 |
| Plan net income in this plan year | 2025-05-01 | -3142728 |
| Net assets as of the end of the plan year | 2025-05-01 | 5402122 |
| Net assets as of the beginning of the plan year | 2025-05-01 | 8544850 |
| Employer contributions to plan in this plan year | 2025-05-01 | 42324 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2025-05-01 | 17123 |
| 2024 : UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN 2024 401k financial data | ||
| Total transfers to/from plan in this plan year | 2024-05-02 | 0 |
| Total liabilities as of the end of the plan year | 2024-05-02 | 0 |
| Total liabilities as of the beginning of the plan year | 2024-05-02 | 0 |
| Total expenses incurred by plan in this plan year | 2024-05-02 | 271079 |
| Net assets as of the end of the plan year | 2024-05-02 | 8544850 |
| Total assets as of the beginning of the plan year | 2024-05-02 | 7416379 |
| Value of plan covered by a fidelity bond | 2024-05-02 | 500000 |
| Participant contributions to plan in this plan year | 2024-05-02 | 91226 |
| Value of participant loans at end of plan year | 2024-05-02 | 6063 |
| Other expenses paid from plan in this plan year | 2024-05-02 | 0 |
| Other contributions to plan in this plan year | 2024-05-02 | 0 |
| Other income to plan in this plan year | 2024-05-02 | 1266000 |
| Plan net income in this plan year | 2024-05-02 | 1128471 |
| Net assets as of the end of the plan year | 2024-05-02 | 8544850 |
| Net assets as of the beginning of the plan year | 2024-05-02 | 7416379 |
| Employer contributions to plan in this plan year | 2024-05-02 | 42324 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2024-05-02 | 8879 |
| 2022 : UNION GENERAL INSURANCE SERVICES, INC. EMPLOYEES' 401(K) SAVINGS PLAN 2022 401k financial data | ||
| Total transfers to/from plan in this plan year | 2022-02-27 | 0 |
| Total liabilities as of the end of the plan year | 2022-02-27 | 0 |
| Total liabilities as of the beginning of the plan year | 2022-02-27 | 0 |
| Total expenses incurred by plan in this plan year | 2022-02-27 | 789357 |
| Net assets as of the end of the plan year | 2022-02-27 | 9005581 |
| Total assets as of the beginning of the plan year | 2022-02-27 | 8556509 |
| Value of plan covered by a fidelity bond | 2022-02-27 | 500000 |
| Participant contributions to plan in this plan year | 2022-02-27 | 74918 |
| Other expenses paid from plan in this plan year | 2022-02-27 | 0 |
| Other contributions to plan in this plan year | 2022-02-27 | 0 |
| Other income to plan in this plan year | 2022-02-27 | 1119458 |
| Plan net income in this plan year | 2022-02-27 | 449072 |
| Net assets as of the end of the plan year | 2022-02-27 | 9005581 |
| Net assets as of the beginning of the plan year | 2022-02-27 | 8556509 |
| Employer contributions to plan in this plan year | 2022-02-27 | 44053 |
| Expensese paid to adminstrative service provicers from plan in this plan year | 2022-02-27 | 6465 |