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Sponsor portfolioTH

THE UNION BANK

EIN 45-0204870-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
2
$5.6M assets
Welfare
0
Participants
110
PO BOX 309 - WILTON, ND 58579701-748-2900
Plans on this EIN
2 filings
#002401k-$5.4M - 68 part#001ProfitSharing-$220K - 42 part

Retirement portfolio analytics

2 plans aggregated / $5.6M assets / 110 participants

Assets by plan

Share of aggregate retirement assets

96%top
  • PROFIT SHARING PLAN (#002)96%
  • PROFIT SHARING PLAN (#001)4%
Total $5.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)68
  • PROFIT SHARING PLAN (#001)42
Total 110Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE UNION BANK 401(K) PROFIT SHARING PLAN

401k

Assets$5.4M
Participants68
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

THE UNION BANK PROFIT SHARING PLAN

ProfitSharing

Assets$220K
Participants42
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002THE UNION BANK 401(K) PROFIT SHARING PLAN401k$5.4M682025
001THE UNION BANK PROFIT SHARING PLANProfitSharing$220K422024
Retirement plans
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