401k Plan data: UNION BANK & TRUST CO 401K PLAN plan

UNION BANK & TRUST CO 401K PLAN 401k Plan overview

Plan Name	UNION BANK & TRUST CO 401K PLAN
Plan identification number	002

UNION BANK & TRUST CO 401K PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.

401k Sponsoring company profile

UNION BANK & TRUST CO has sponsored the creation of one or more 401k plans.

Company Name: UNION BANK & TRUST CO

Employer identification number (EIN): 620391100

NAIC Classification: 522110
NAIC Description: Commercial Banking

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNION BANK & TRUST CO 401K PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 THOMAS A. WINDLE 2024-03-28
002 2022-01-01
002 2021-01-01
002 2020-01-01
002 2019-01-01
002 2018-01-01 THOMAS WINDLE
002 2017-01-01 THOMAS WINDLE
002 2016-01-01 THOMAS WINDLE
002 2015-01-01 THOMAS WINDLE
002 2014-01-01 THOMAS WINDLE
002 2013-01-01 THOMAS WINDLE
002 2012-01-01 THOMAS WINDLE
002 2011-01-01 THOMAS WINDLE
002 2010-01-01 THOMAS WINDLE
002 2009-01-01 THOMAS WINDLE

Plan Statistics for UNION BANK & TRUST CO 401K PLAN

401k plan membership statisitcs for UNION BANK & TRUST CO 401K PLAN

Measure Date Value
2023: UNION BANK & TRUST CO 401K PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 13
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 3
Total of all active and inactive participants 2023-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 0
Total participants 2023-01-01 16
Number of participants with account balances 2023-01-01 16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 1
2022: UNION BANK & TRUST CO 401K PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 15
Total of all active and inactive participants 2022-01-01 15
Total participants 2022-01-01 15
Number of participants with account balances 2022-01-01 15
2021: UNION BANK & TRUST CO 401K PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 16
Total of all active and inactive participants 2021-01-01 16
Total participants 2021-01-01 16
Number of participants with account balances 2021-01-01 16
2020: UNION BANK & TRUST CO 401K PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 15
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 16
Total of all active and inactive participants 2020-01-01 16
Total participants 2020-01-01 16
Number of participants with account balances 2020-01-01 16
2019: UNION BANK & TRUST CO 401K PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 15
Total of all active and inactive participants 2019-01-01 15
Total participants 2019-01-01 15
Number of participants with account balances 2019-01-01 15
2018: UNION BANK & TRUST CO 401K PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 17
Total of all active and inactive participants 2018-01-01 17
Total participants 2018-01-01 17
2017: UNION BANK & TRUST CO 401K PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 16
Total of all active and inactive participants 2017-01-01 16
Total participants 2017-01-01 16
Number of participants with account balances 2017-01-01 16
2016: UNION BANK & TRUST CO 401K PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 16
Total of all active and inactive participants 2016-01-01 16
Total participants 2016-01-01 16
Number of participants with account balances 2016-01-01 16
2015: UNION BANK & TRUST CO 401K PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 16
Total of all active and inactive participants 2015-01-01 16
Total participants 2015-01-01 16
Number of participants with account balances 2015-01-01 16
2014: UNION BANK & TRUST CO 401K PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 17
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 0
Total of all active and inactive participants 2014-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: UNION BANK & TRUST CO 401K PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 16
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 17
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 0
Total of all active and inactive participants 2013-01-01 17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 17
Number of participants with account balances 2013-01-01 17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: UNION BANK & TRUST CO 401K PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 16
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 0
Total of all active and inactive participants 2012-01-01 16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 16
Number of participants with account balances 2012-01-01 16
2011: UNION BANK & TRUST CO 401K PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 18
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 0
Total of all active and inactive participants 2011-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 18
Number of participants with account balances 2011-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: UNION BANK & TRUST CO 401K PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 19
Total of all active and inactive participants 2010-01-01 19
Total participants 2010-01-01 19
Number of participants with account balances 2010-01-01 19
2009: UNION BANK & TRUST CO 401K PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 19
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 18
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 0
Total of all active and inactive participants 2009-01-01 18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 18
Number of participants with account balances 2009-01-01 18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 1

Measure	Date	Value
2023: UNION BANK & TRUST CO 401K PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	13
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	3
Total of all active and inactive participants	2023-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	0
Total participants	2023-01-01	16
Number of participants with account balances	2023-01-01	16
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	1
2022: UNION BANK & TRUST CO 401K PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	15
Total of all active and inactive participants	2022-01-01	15
Total participants	2022-01-01	15
Number of participants with account balances	2022-01-01	15
2021: UNION BANK & TRUST CO 401K PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	16
Total of all active and inactive participants	2021-01-01	16
Total participants	2021-01-01	16
Number of participants with account balances	2021-01-01	16
2020: UNION BANK & TRUST CO 401K PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	15
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	16
Total of all active and inactive participants	2020-01-01	16
Total participants	2020-01-01	16
Number of participants with account balances	2020-01-01	16
2019: UNION BANK & TRUST CO 401K PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	15
Total of all active and inactive participants	2019-01-01	15
Total participants	2019-01-01	15
Number of participants with account balances	2019-01-01	15
2018: UNION BANK & TRUST CO 401K PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	17
Total of all active and inactive participants	2018-01-01	17
Total participants	2018-01-01	17
2017: UNION BANK & TRUST CO 401K PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	16
Total of all active and inactive participants	2017-01-01	16
Total participants	2017-01-01	16
Number of participants with account balances	2017-01-01	16
2016: UNION BANK & TRUST CO 401K PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	16
Total of all active and inactive participants	2016-01-01	16
Total participants	2016-01-01	16
Number of participants with account balances	2016-01-01	16
2015: UNION BANK & TRUST CO 401K PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	16
Total of all active and inactive participants	2015-01-01	16
Total participants	2015-01-01	16
Number of participants with account balances	2015-01-01	16
2014: UNION BANK & TRUST CO 401K PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	17
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	0
Total of all active and inactive participants	2014-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: UNION BANK & TRUST CO 401K PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	16
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	17
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	0
Total of all active and inactive participants	2013-01-01	17
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	17
Number of participants with account balances	2013-01-01	17
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: UNION BANK & TRUST CO 401K PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	16
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	0
Total of all active and inactive participants	2012-01-01	16
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	16
Number of participants with account balances	2012-01-01	16
2011: UNION BANK & TRUST CO 401K PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	18
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	0
Total of all active and inactive participants	2011-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	18
Number of participants with account balances	2011-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: UNION BANK & TRUST CO 401K PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	19
Total of all active and inactive participants	2010-01-01	19
Total participants	2010-01-01	19
Number of participants with account balances	2010-01-01	19
2009: UNION BANK & TRUST CO 401K PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	19
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	18
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	0
Total of all active and inactive participants	2009-01-01	18
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	18
Number of participants with account balances	2009-01-01	18
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	1

Financial Data on UNION BANK & TRUST CO 401K PLAN

Measure	Date	Value
2023 : UNION BANK & TRUST CO 401K PLAN 2023 401k financial data
Total income from all sources	2023-12-31	$55,293
Expenses. Total of all expenses incurred	2023-12-31	$3,997
Benefits paid (including direct rollovers)	2023-12-31	$3,997
Total plan assets at end of year	2023-12-31	$933,080
Total plan assets at beginning of year	2023-12-31	$881,784
Value of fidelity bond covering the plan	2023-12-31	$300,000
Total contributions received or receivable from participants	2023-12-31	$9,930
Other income received	2023-12-31	$2,109
Net income (gross income less expenses)	2023-12-31	$51,296
Net plan assets at end of year (total assets less liabilities)	2023-12-31	$933,080
Net plan assets at beginning of year (total assets less liabilities)	2023-12-31	$881,784
Total contributions received or receivable from employer(s)	2023-12-31	$43,254
2022 : UNION BANK & TRUST CO 401K PLAN 2022 401k financial data
Total income from all sources	2022-12-31	$53,600
Expenses. Total of all expenses incurred	2022-12-31	$131,955
Benefits paid (including direct rollovers)	2022-12-31	$131,955
Total plan assets at end of year	2022-12-31	$881,784
Total plan assets at beginning of year	2022-12-31	$960,139
Value of fidelity bond covering the plan	2022-12-31	$300,000
Total contributions received or receivable from participants	2022-12-31	$11,858
Other income received	2022-12-31	$3,321
Net income (gross income less expenses)	2022-12-31	$-78,355
Net plan assets at end of year (total assets less liabilities)	2022-12-31	$881,784
Net plan assets at beginning of year (total assets less liabilities)	2022-12-31	$960,139
Total contributions received or receivable from employer(s)	2022-12-31	$38,421
2021 : UNION BANK & TRUST CO 401K PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$69,734
Expenses. Total of all expenses incurred	2021-12-31	$0
Total plan assets at end of year	2021-12-31	$960,139
Total plan assets at beginning of year	2021-12-31	$890,405
Value of fidelity bond covering the plan	2021-12-31	$300,000
Total contributions received or receivable from participants	2021-12-31	$21,638
Other income received	2021-12-31	$9,856
Net income (gross income less expenses)	2021-12-31	$69,734
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$960,139
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$890,405
Total contributions received or receivable from employer(s)	2021-12-31	$38,240
2020 : UNION BANK & TRUST CO 401K PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$69,567
Expenses. Total of all expenses incurred	2020-12-31	$89,669
Benefits paid (including direct rollovers)	2020-12-31	$89,669
Total plan assets at end of year	2020-12-31	$890,405
Total plan assets at beginning of year	2020-12-31	$910,507
Value of fidelity bond covering the plan	2020-12-31	$300,000
Total contributions received or receivable from participants	2020-12-31	$17,280
Other income received	2020-12-31	$13,765
Net income (gross income less expenses)	2020-12-31	$-20,102
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$890,405
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$910,507
Total contributions received or receivable from employer(s)	2020-12-31	$38,522
2019 : UNION BANK & TRUST CO 401K PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$62,204
Expenses. Total of all expenses incurred	2019-12-31	$35,716
Benefits paid (including direct rollovers)	2019-12-31	$35,716
Total plan assets at end of year	2019-12-31	$910,507
Total plan assets at beginning of year	2019-12-31	$884,019
Value of fidelity bond covering the plan	2019-12-31	$3,000,000
Total contributions received or receivable from participants	2019-12-31	$18,030
Other income received	2019-12-31	$8,811
Net income (gross income less expenses)	2019-12-31	$26,488
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$910,507
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$884,019
Total contributions received or receivable from employer(s)	2019-12-31	$35,363
2018 : UNION BANK & TRUST CO 401K PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$65,389
Expenses. Total of all expenses incurred	2018-12-31	$239,244
Benefits paid (including direct rollovers)	2018-12-31	$239,244
Total plan assets at end of year	2018-12-31	$884,019
Total plan assets at beginning of year	2018-12-31	$1,057,874
Value of fidelity bond covering the plan	2018-12-31	$3,000,000
Total contributions received or receivable from participants	2018-12-31	$25,180
Other income received	2018-12-31	$5,453
Net income (gross income less expenses)	2018-12-31	$-173,855
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$884,019
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$1,057,874
Total contributions received or receivable from employer(s)	2018-12-31	$34,756
2017 : UNION BANK & TRUST CO 401K PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$99,478
Expenses. Total of all expenses incurred	2017-12-31	$209,740
Benefits paid (including direct rollovers)	2017-12-31	$209,740
Total plan assets at end of year	2017-12-31	$1,057,874
Total plan assets at beginning of year	2017-12-31	$1,168,136
Value of fidelity bond covering the plan	2017-12-31	$3,000,000
Total contributions received or receivable from participants	2017-12-31	$30,060
Other income received	2017-12-31	$33,085
Net income (gross income less expenses)	2017-12-31	$-110,262
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$1,057,874
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,168,136
Total contributions received or receivable from employer(s)	2017-12-31	$36,333
2016 : UNION BANK & TRUST CO 401K PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$81,441
Expenses. Total of all expenses incurred	2016-12-31	$4,984
Benefits paid (including direct rollovers)	2016-12-31	$4,984
Total plan assets at end of year	2016-12-31	$1,168,136
Total plan assets at beginning of year	2016-12-31	$1,091,679
Value of fidelity bond covering the plan	2016-12-31	$3,000,000
Total contributions received or receivable from participants	2016-12-31	$29,520
Other income received	2016-12-31	$17,628
Net income (gross income less expenses)	2016-12-31	$76,457
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,168,136
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$1,091,679
Total contributions received or receivable from employer(s)	2016-12-31	$34,293
2015 : UNION BANK & TRUST CO 401K PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$64,300
Expenses. Total of all expenses incurred	2015-12-31	$6,193
Benefits paid (including direct rollovers)	2015-12-31	$6,193
Total plan assets at end of year	2015-12-31	$1,091,679
Total plan assets at beginning of year	2015-12-31	$1,033,572
Value of fidelity bond covering the plan	2015-12-31	$3,000,000
Total contributions received or receivable from participants	2015-12-31	$29,280
Other income received	2015-12-31	$-5,226
Net income (gross income less expenses)	2015-12-31	$58,107
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$1,091,679
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$1,033,572
Total contributions received or receivable from employer(s)	2015-12-31	$40,246
2014 : UNION BANK & TRUST CO 401K PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$99,776
Expenses. Total of all expenses incurred	2014-12-31	$290,817
Benefits paid (including direct rollovers)	2014-12-31	$290,817
Total plan assets at end of year	2014-12-31	$1,033,572
Total plan assets at beginning of year	2014-12-31	$1,224,613
Value of fidelity bond covering the plan	2014-12-31	$3,000,000
Total contributions received or receivable from participants	2014-12-31	$35,918
Other income received	2014-12-31	$24,274
Net income (gross income less expenses)	2014-12-31	$-191,041
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$1,033,572
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$1,224,613
Total contributions received or receivable from employer(s)	2014-12-31	$39,584
2013 : UNION BANK & TRUST CO 401K PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$150,254
Expenses. Total of all expenses incurred	2013-12-31	$18,873
Benefits paid (including direct rollovers)	2013-12-31	$18,873
Total plan assets at end of year	2013-12-31	$1,224,613
Total plan assets at beginning of year	2013-12-31	$1,093,232
Value of fidelity bond covering the plan	2013-12-31	$3,000,000
Total contributions received or receivable from participants	2013-12-31	$46,128
Other income received	2013-12-31	$63,692
Net income (gross income less expenses)	2013-12-31	$131,381
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$1,224,613
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$1,093,232
Total contributions received or receivable from employer(s)	2013-12-31	$40,434
2012 : UNION BANK & TRUST CO 401K PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$115,181
Expenses. Total of all expenses incurred	2012-12-31	$79,369
Benefits paid (including direct rollovers)	2012-12-31	$79,369
Total plan assets at end of year	2012-12-31	$1,093,232
Total plan assets at beginning of year	2012-12-31	$1,057,420
Value of fidelity bond covering the plan	2012-12-31	$3,000,000
Total contributions received or receivable from participants	2012-12-31	$34,878
Other income received	2012-12-31	$41,629
Net income (gross income less expenses)	2012-12-31	$35,812
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$1,093,232
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$1,057,420
Total contributions received or receivable from employer(s)	2012-12-31	$38,674
2011 : UNION BANK & TRUST CO 401K PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$75,862
Expenses. Total of all expenses incurred	2011-12-31	$9,278
Benefits paid (including direct rollovers)	2011-12-31	$9,278
Total plan assets at end of year	2011-12-31	$1,057,420
Total plan assets at beginning of year	2011-12-31	$990,836
Value of fidelity bond covering the plan	2011-12-31	$3,000,000
Total contributions received or receivable from participants	2011-12-31	$29,568
Other income received	2011-12-31	$4,637
Net income (gross income less expenses)	2011-12-31	$66,584
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$1,057,420
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$990,836
Total contributions received or receivable from employer(s)	2011-12-31	$41,657
2010 : UNION BANK & TRUST CO 401K PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$102,437
Total plan assets at end of year	2010-12-31	$990,836
Total plan assets at beginning of year	2010-12-31	$888,399
Value of fidelity bond covering the plan	2010-12-31	$3,000,000
Total contributions received or receivable from participants	2010-12-31	$28,188
Other income received	2010-12-31	$34,443
Net income (gross income less expenses)	2010-12-31	$102,437
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$990,836
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$888,399
Total contributions received or receivable from employer(s)	2010-12-31	$39,806

Form 5500 Responses for UNION BANK & TRUST CO 401K PLAN

2023: UNION BANK & TRUST CO 401K PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: UNION BANK & TRUST CO 401K PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: UNION BANK & TRUST CO 401K 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 & TRUST CO 401K 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 & TRUST CO 401K 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 & TRUST CO 401K 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 & TRUST CO 401K 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 – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: UNION BANK & TRUST CO 401K 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 – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: UNION BANK & TRUST CO 401K 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 – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: UNION BANK & TRUST CO 401K 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 – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: UNION BANK & TRUST CO 401K 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 – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: UNION BANK & TRUST CO 401K 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 – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: UNION BANK & TRUST CO 401K 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 – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: UNION BANK & TRUST CO 401K PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
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 – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: UNION BANK & TRUST CO 401K 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 – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Company Name:	UNION BANK & TRUST CO
Employer identification number (EIN):	620391100
NAIC Classification:	522110
NAIC Description:	Commercial Banking

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-01-01	THOMAS A. WINDLE	2024-03-28
002	2022-01-01
002	2021-01-01
002	2020-01-01
002	2019-01-01
002	2018-01-01	THOMAS WINDLE
002	2017-01-01	THOMAS WINDLE
002	2016-01-01	THOMAS WINDLE
002	2015-01-01	THOMAS WINDLE
002	2014-01-01	THOMAS WINDLE
002	2013-01-01	THOMAS WINDLE
002	2012-01-01	THOMAS WINDLE
002	2011-01-01	THOMAS WINDLE
002	2010-01-01	THOMAS WINDLE
002	2009-01-01	THOMAS WINDLE