UNION BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNION BANK EMPLOYEE BENEFIT PLAN
| Measure | Date | Value |
|---|
| 2021: UNION BANK EMPLOYEE BENEFIT PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 21 |
| Total of all active and inactive participants | 2021-01-01 | 82 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
| Total participants | 2021-01-01 | 82 |
| Number of participants with account balances | 2021-01-01 | 77 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
| 2020: UNION BANK EMPLOYEE BENEFIT PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-01-01 | 83 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 61 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 13 |
| Total of all active and inactive participants | 2020-01-01 | 74 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 74 |
| Number of participants with account balances | 2020-01-01 | 71 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: UNION BANK EMPLOYEE BENEFIT PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-01-01 | 74 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 24 |
| Total of all active and inactive participants | 2019-01-01 | 83 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 0 |
| Total participants | 2019-01-01 | 83 |
| Number of participants with account balances | 2019-01-01 | 73 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 3 |
| 2018: UNION BANK EMPLOYEE BENEFIT PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-01-01 | 81 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 12 |
| Total of all active and inactive participants | 2018-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 0 |
| Total participants | 2018-01-01 | 71 |
| Number of participants with account balances | 2018-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 6 |
| 2017: UNION BANK EMPLOYEE BENEFIT PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-01-01 | 77 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 56 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 22 |
| Total of all active and inactive participants | 2017-01-01 | 78 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 0 |
| Total participants | 2017-01-01 | 78 |
| Number of participants with account balances | 2017-01-01 | 72 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
| 2016: UNION BANK EMPLOYEE BENEFIT PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-01-01 | 72 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 55 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 18 |
| Total of all active and inactive participants | 2016-01-01 | 73 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 0 |
| Total participants | 2016-01-01 | 73 |
| Number of participants with account balances | 2016-01-01 | 68 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 5 |
| 2015: UNION BANK EMPLOYEE BENEFIT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 13 |
| Total of all active and inactive participants | 2015-01-01 | 71 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 0 |
| Total participants | 2015-01-01 | 71 |
| Number of participants with account balances | 2015-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 4 |
| 2014: UNION BANK EMPLOYEE BENEFIT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 86 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 18 |
| Total of all active and inactive participants | 2014-01-01 | 72 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 0 |
| Total participants | 2014-01-01 | 72 |
| Number of participants with account balances | 2014-01-01 | 66 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 6 |
| 2013: UNION BANK EMPLOYEE BENEFIT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 73 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 60 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 19 |
| Total of all active and inactive participants | 2013-01-01 | 79 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 0 |
| Total participants | 2013-01-01 | 79 |
| Number of participants with account balances | 2013-01-01 | 69 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 1 |
| 2012: UNION BANK EMPLOYEE BENEFIT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 69 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 58 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9 |
| Total of all active and inactive participants | 2012-01-01 | 67 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 0 |
| Total participants | 2012-01-01 | 67 |
| Number of participants with account balances | 2012-01-01 | 56 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
| 2011: UNION BANK EMPLOYEE BENEFIT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 64 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 59 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10 |
| Total of all active and inactive participants | 2011-01-01 | 69 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 0 |
| Total participants | 2011-01-01 | 69 |
| Number of participants with account balances | 2011-01-01 | 57 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
| 2010: UNION BANK EMPLOYEE BENEFIT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 66 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 54 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 10 |
| Total of all active and inactive participants | 2010-01-01 | 64 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 0 |
| Total participants | 2010-01-01 | 64 |
| Number of participants with account balances | 2010-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 4 |
| 2009: UNION BANK EMPLOYEE BENEFIT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 65 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 62 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 4 |
| Total of all active and inactive participants | 2009-01-01 | 66 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 0 |
| Total participants | 2009-01-01 | 66 |
| Number of participants with account balances | 2009-01-01 | 59 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 2 |
| Measure | Date | Value |
|---|
| 2021 : UNION BANK EMPLOYEE BENEFIT PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $2,087,315 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $165,953 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $155,302 |
| Total plan assets at end of year | 2021-12-31 | $11,055,140 |
| Total plan assets at beginning of year | 2021-12-31 | $9,133,778 |
| Value of fidelity bond covering the plan | 2021-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $344,013 |
| Other income received | 2021-12-31 | $1,618,422 |
| Net income (gross income less expenses) | 2021-12-31 | $1,921,362 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $11,055,140 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $9,133,778 |
| Assets. Value of participant loans | 2021-12-31 | $76,646 |
| Assets. Value of employer securities | 2021-12-31 | $144,319 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $124,880 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2021-12-31 | $10,651 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| 2020 : UNION BANK EMPLOYEE BENEFIT PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $2,045,165 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $53,770 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $43,633 |
| Total plan assets at end of year | 2020-12-31 | $9,133,778 |
| Total plan assets at beginning of year | 2020-12-31 | $7,142,383 |
| Value of fidelity bond covering the plan | 2020-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $258,631 |
| Contributions received from other sources (not participants or employers) | 2020-12-31 | $300 |
| Other income received | 2020-12-31 | $1,674,012 |
| Net income (gross income less expenses) | 2020-12-31 | $1,991,395 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $9,133,778 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $7,142,383 |
| Assets. Value of participant loans | 2020-12-31 | $79,510 |
| Assets. Value of employer securities | 2020-12-31 | $130,633 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $112,222 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2020-12-31 | $10,137 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| 2019 : UNION BANK EMPLOYEE BENEFIT PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $1,728,824 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $23,001 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $21,936 |
| Total plan assets at end of year | 2019-12-31 | $7,142,383 |
| Total plan assets at beginning of year | 2019-12-31 | $5,436,560 |
| Value of fidelity bond covering the plan | 2019-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2019-12-31 | $226,528 |
| Contributions received from other sources (not participants or employers) | 2019-12-31 | $1,270 |
| Other income received | 2019-12-31 | $1,386,771 |
| Net income (gross income less expenses) | 2019-12-31 | $1,705,823 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $7,142,383 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $5,436,560 |
| Assets. Value of participant loans | 2019-12-31 | $112,129 |
| Assets. Value of employer securities | 2019-12-31 | $129,636 |
| Total contributions received or receivable from employer(s) | 2019-12-31 | $114,255 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2019-12-31 | $1,065 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| 2018 : UNION BANK EMPLOYEE BENEFIT PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-31,456 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $94,579 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $92,338 |
| Total plan assets at end of year | 2018-12-31 | $5,436,560 |
| Total plan assets at beginning of year | 2018-12-31 | $5,562,595 |
| Value of fidelity bond covering the plan | 2018-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2018-12-31 | $206,837 |
| Other income received | 2018-12-31 | $-328,996 |
| Net income (gross income less expenses) | 2018-12-31 | $-126,035 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $5,436,560 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $5,562,595 |
| Assets. Value of participant loans | 2018-12-31 | $129,542 |
| Assets. Value of employer securities | 2018-12-31 | $118,796 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $90,703 |
| Value of corrective distributions | 2018-12-31 | $152 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $2,089 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| 2017 : UNION BANK EMPLOYEE BENEFIT PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $1,216,929 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $115,553 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $96,495 |
| Total plan assets at end of year | 2017-12-31 | $5,562,595 |
| Total plan assets at beginning of year | 2017-12-31 | $4,461,219 |
| Value of fidelity bond covering the plan | 2017-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2017-12-31 | $198,435 |
| Contributions received from other sources (not participants or employers) | 2017-12-31 | $106,709 |
| Other income received | 2017-12-31 | $829,324 |
| Net income (gross income less expenses) | 2017-12-31 | $1,101,376 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $5,562,595 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $4,461,219 |
| Assets. Value of participant loans | 2017-12-31 | $61,009 |
| Assets. Value of employer securities | 2017-12-31 | $101,965 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $82,461 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $19,058 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| 2016 : UNION BANK EMPLOYEE BENEFIT PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $606,140 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $366,344 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $338,921 |
| Total plan assets at end of year | 2016-12-31 | $4,461,219 |
| Total plan assets at beginning of year | 2016-12-31 | $4,221,423 |
| Value of fidelity bond covering the plan | 2016-12-31 | $2,000,000 |
| Total contributions received or receivable from participants | 2016-12-31 | $187,870 |
| Contributions received from other sources (not participants or employers) | 2016-12-31 | $7,597 |
| Other income received | 2016-12-31 | $334,635 |
| Net income (gross income less expenses) | 2016-12-31 | $239,796 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $4,461,219 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $4,221,423 |
| Assets. Value of participant loans | 2016-12-31 | $79,815 |
| Assets. Value of employer securities | 2016-12-31 | $104,004 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $76,038 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $27,423 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| 2015 : UNION BANK EMPLOYEE BENEFIT PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $203,601 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $818,951 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $789,217 |
| Total plan assets at end of year | 2015-12-31 | $4,221,423 |
| Total plan assets at beginning of year | 2015-12-31 | $4,836,773 |
| Value of fidelity bond covering the plan | 2015-12-31 | $3,000,000 |
| Total contributions received or receivable from participants | 2015-12-31 | $173,879 |
| Contributions received from other sources (not participants or employers) | 2015-12-31 | $27,079 |
| Other income received | 2015-12-31 | $-71,790 |
| Net income (gross income less expenses) | 2015-12-31 | $-615,350 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $4,221,423 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $4,836,773 |
| Assets. Value of participant loans | 2015-12-31 | $73,625 |
| Assets. Value of employer securities | 2015-12-31 | $157,453 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $74,433 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $29,734 |
| 2014 : UNION BANK EMPLOYEE BENEFIT PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $542,010 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $298,900 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $267,882 |
| Total plan assets at end of year | 2014-12-31 | $4,836,773 |
| Total plan assets at beginning of year | 2014-12-31 | $4,593,663 |
| Value of fidelity bond covering the plan | 2014-12-31 | $2,275,000 |
| Total contributions received or receivable from participants | 2014-12-31 | $172,267 |
| Other income received | 2014-12-31 | $280,315 |
| Net income (gross income less expenses) | 2014-12-31 | $243,110 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $4,836,773 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $4,593,663 |
| Assets. Value of participant loans | 2014-12-31 | $98,059 |
| Assets. Value of employer securities | 2014-12-31 | $187,725 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $89,428 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $31,018 |
| 2013 : UNION BANK EMPLOYEE BENEFIT PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $992,888 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $605,827 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $572,323 |
| Total plan assets at end of year | 2013-12-31 | $4,593,663 |
| Total plan assets at beginning of year | 2013-12-31 | $4,206,602 |
| Value of fidelity bond covering the plan | 2013-12-31 | $2,275,000 |
| Total contributions received or receivable from participants | 2013-12-31 | $172,499 |
| Other income received | 2013-12-31 | $698,776 |
| Net income (gross income less expenses) | 2013-12-31 | $387,061 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $4,593,663 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $4,206,602 |
| Assets. Value of participant loans | 2013-12-31 | $123,965 |
| Assets. Value of employer securities | 2013-12-31 | $190,181 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $121,613 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $33,504 |
| 2012 : UNION BANK EMPLOYEE BENEFIT PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,259,775 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $651,244 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $649,759 |
| Total plan assets at end of year | 2012-12-31 | $4,206,602 |
| Total plan assets at beginning of year | 2012-12-31 | $3,598,071 |
| Value of fidelity bond covering the plan | 2012-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $163,702 |
| Expenses. Other expenses not covered elsewhere | 2012-12-31 | $1,485 |
| Contributions received from other sources (not participants or employers) | 2012-12-31 | $594,626 |
| Other income received | 2012-12-31 | $435,703 |
| Net income (gross income less expenses) | 2012-12-31 | $608,531 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $4,206,602 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $3,598,071 |
| Assets. Value of participant loans | 2012-12-31 | $146,402 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $65,744 |
| 2011 : UNION BANK EMPLOYEE BENEFIT PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $-52,661 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $110,367 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $110,367 |
| Total plan assets at end of year | 2011-12-31 | $3,598,071 |
| Total plan assets at beginning of year | 2011-12-31 | $3,761,099 |
| Value of fidelity bond covering the plan | 2011-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $147,696 |
| Other income received | 2011-12-31 | $-303,286 |
| Net income (gross income less expenses) | 2011-12-31 | $-163,028 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $3,598,071 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $3,761,099 |
| Assets. Value of participant loans | 2011-12-31 | $143,082 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $102,929 |
| 2010 : UNION BANK EMPLOYEE BENEFIT PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $514,805 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $28,075 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $28,075 |
| Total plan assets at end of year | 2010-12-31 | $3,761,099 |
| Total plan assets at beginning of year | 2010-12-31 | $3,274,369 |
| Value of fidelity bond covering the plan | 2010-12-31 | $1,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $134,144 |
| Contributions received from other sources (not participants or employers) | 2010-12-31 | $1,439 |
| Other income received | 2010-12-31 | $279,569 |
| Net income (gross income less expenses) | 2010-12-31 | $486,730 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $3,761,099 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $3,274,369 |
| Assets. Value of participant loans | 2010-12-31 | $128,011 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $99,653 |
| 2021: UNION BANK EMPLOYEE BENEFIT PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | No |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: UNION BANK EMPLOYEE BENEFIT PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | No |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: UNION BANK EMPLOYEE BENEFIT PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | No |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: UNION BANK EMPLOYEE BENEFIT PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | No |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: UNION BANK EMPLOYEE BENEFIT PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | No |
| 2017-01-01 | Plan funding arrangement – Insurance | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: UNION BANK EMPLOYEE BENEFIT PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | No |
| 2016-01-01 | Plan funding arrangement – Insurance | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: UNION BANK EMPLOYEE BENEFIT PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | No |
| 2015-01-01 | Plan funding arrangement – Insurance | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: UNION BANK EMPLOYEE BENEFIT PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | No |
| 2014-01-01 | Plan funding arrangement – Insurance | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: UNION BANK EMPLOYEE BENEFIT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | No |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: UNION BANK EMPLOYEE BENEFIT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | No |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: UNION BANK EMPLOYEE BENEFIT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | No |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: UNION BANK EMPLOYEE BENEFIT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | No |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: UNION BANK EMPLOYEE BENEFIT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | No |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B2-XY91 |
| Policy instance | 1 |
| Insurance contract or identification number | B2-XY91 | | Number of Individuals Covered | 0 | | Insurance policy start date | 2017-01-01 | | Insurance policy end date | 2017-12-31 | | Total amount of commissions paid to insurance broker | USD $12 | | Total amount of fees paid to insurance company | USD $3 | | Are there contracts with allocated funds for individual policies? | 0 | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $12 | | Amount paid for insurance broker fees | 3 | | Additional information about fees paid to insurance broker | ADDITIONAL COMMISSIONS | | Insurance broker organization code? | 6 | | Insurance broker name | SECURITIES AMERICA, INC. |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B2-XY91 |
| Policy instance | 1 |
| Insurance contract or identification number | B2-XY91 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2015-01-01 | | Insurance policy end date | 2015-12-31 | | Total amount of commissions paid to insurance broker | USD $115 | | Total amount of fees paid to insurance company | USD $29 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500? | No | | Commission paid to Insurance Broker | USD $115 | | Insurance broker organization code? | 6 | | Amount paid for insurance broker fees | 29 | | Additional information about fees paid to insurance broker | PER PARTICIPANT ACCOUNTING FEES | | Insurance broker name | BUSINESS PLANNING ASSOC INC |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B2-XY91 |
| Policy instance | 1 |
| Insurance contract or identification number | B2-XY91 | | Number of Individuals Covered | 62 | | Insurance policy start date | 2014-01-01 | | Insurance policy end date | 2014-12-31 | | Total amount of commissions paid to insurance broker | USD $112 | | Total amount of fees paid to insurance company | USD $28 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $112 | | Amount paid for insurance broker fees | 28 | | Additional information about fees paid to insurance broker | PER PARTICIPANT ACCOUNTING FEES | | Insurance broker organization code? | 6 | | Insurance broker name | SECURITIES AMERICA, INC. |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B2-XY91 |
| Policy instance | 1 |
| Insurance contract or identification number | B2-XY91 | | Number of Individuals Covered | 66 | | Insurance policy start date | 2013-01-01 | | Insurance policy end date | 2013-12-31 | | Total amount of commissions paid to insurance broker | USD $106 | | Total amount of fees paid to insurance company | USD $27 | | Are there contracts with allocated funds for individual policies? | No | | Are there contracts with allocated funds for group deferred annuity? | No | | Are there contracts with allocated funds for types other than group deferred annuity or individual? | No | | Contract purchased, in whole or in part, to distribute benefits from a terminating plan | No | | Contracts With Unallocated Funds Deposit Administration | 0 | | Are there contracts with unallocated funds for contracts of type immediate participation guarantee? | No | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment? | No | | Health Insurance Welfare Benefit | No | | Dental Insurance Welfare Benefit | No | | Vision Insurance Welfare Benefit | No | | Life Insurance Welfare Benefit | No | | Temporary Disability Insurance Welfare Benefit | No | | Long Term Disability Insurance Welfare Benefit | No | | Unemployment Insurance Welfare Benefit | No | | Were dividends or retroactive rate refunds paid in cash? | No | | Were dividends or retroactive rate refunds paid as a credit? | No | | Commission paid to Insurance Broker | USD $106 | | Amount paid for insurance broker fees | 27 | | Additional information about fees paid to insurance broker | PER PARTICIPANT ACCOUNTING FEES | | Insurance broker organization code? | 6 | | Insurance broker name | |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B2-XY91 |
| Policy instance | 1 |
| Insurance contract or identification number | B2-XY91 | | Number of Individuals Covered | 56 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $51 | | Total amount of fees paid to insurance company | USD $13 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Commission paid to Insurance Broker | USD $0 | | Amount paid for insurance broker fees | 13 | | Additional information about fees paid to insurance broker | PER PARTICIPANT ACCOUNTING FEES | | Insurance broker organization code? | 5 | | Insurance broker name | SECURITIES AMERICA |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 30497 |
| Policy instance | 2 |
| Insurance contract or identification number | 30497 | | Number of Individuals Covered | 1 | | Insurance policy start date | 2012-01-01 | | Insurance policy end date | 2012-12-31 | | Total amount of commissions paid to insurance broker | USD $0 | | Total amount of fees paid to insurance company | USD $0 | | Commission paid to Insurance Broker | USD $0 | | Insurance broker organization code? | 3 | | Insurance broker name | JEFFREY B SHULL |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B2-XY91 |
| Policy instance | 1 |
| Insurance contract or identification number | B2-XY91 | | Number of Individuals Covered | 57 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $6 | | Total amount of fees paid to insurance company | USD $2 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 40149, 30497 |
| Policy instance | 2 |
| Insurance contract or identification number | 40149, 30497 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2011-01-01 | | Insurance policy end date | 2011-12-31 | | Total amount of commissions paid to insurance broker | USD $1,039 | | Total amount of fees paid to insurance company | USD $0 |
|
| NATIONWIDE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66869 ) |
| Policy contract number | B2-XY91 |
| Policy instance | 2 |
| Insurance contract or identification number | B2-XY91 | | Number of Individuals Covered | 64 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $8 | | Total amount of fees paid to insurance company | USD $2 | | Are there contracts with unallocated funds for contracts of type guaranteed investment? | Yes | | Amount paid for insurance broker fees | 2 | | Additional information about fees paid to insurance broker | PER PARTICIPANT ACCOUNTING FEES | | Insurance broker organization code? | 5 | | Commission paid to Insurance Broker | USD $6 | | Insurance broker name | SECURITIES AMERICA, INC |
|
| AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 ) |
| Policy contract number | 310030497 |
| Policy instance | 1 |
| Insurance contract or identification number | 310030497 | | Number of Individuals Covered | 2 | | Insurance policy start date | 2010-01-01 | | Insurance policy end date | 2010-12-31 | | Total amount of commissions paid to insurance broker | USD $10,500 | | Commission paid to Insurance Broker | USD $10,500 | | Insurance broker organization code? | 3 | | Insurance broker name | JEFFREY B SHULL |
|
