# Union Bank And Trust Company 401(k) Plan
Source: https://planprovider.pro/companies/union-bank-and-trust-company-470321480-505

> Union Bank And Trust Company's 401(k) plan: 786 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Union Bank And Trust Company

- **Sponsor EIN:** 470321480

- **Sponsor Address:** P.O. BOX 82535, LINCOLN, NE, 68501

- **Plan Type:** 401(k)

- **Plan Number:** 505

- **Total Participants:** 786

- **Total Assets:** $1.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|786|$1.1M|$10.1M|$3.6M|

| 2023|692|$266,388|$9.0M|$3.3M|

| 2022|659|$1.4M|$6.7M|$2.8M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| APTA HEALTH|Other Service Provider|$9,451|$399,705|$409,156|

| MERITAIN HEALTH|Other Service Provider|$268,319|—|$268,319|

| AMERITAS|Other Service Provider|$40,168|—|$40,168|

| UNICO GROUP|Other Service Provider|—|$34,714|$34,714|

| BERGANKVD, LLC|Other Service Provider|$27,500|—|$27,500|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $779,857

- **Estimated Expense Ratio:** 68.866% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$933,177|—|$898,467|—|—|

| 2023|$766,656|—|$745,461|—|—|

| 2022|$726,882|—|$691,913|—|$34,969|

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- [Union Bank And Trust Company](https://planprovider.pro/companies/union-bank-and-trust-company-470321480-504) — 1,024 participants

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