Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Stop-loss$1.1M
- Other$667K
- Long-term disability$510K
- Life$495K
- Vision$115K
Sponsor portfolio
UNION BANK & TRUST COMPANY
EIN 47-0321480financial servicesLatest filing 2024
Plans
3
Retirement
1
$268.5M assets
Welfare
2
$1.8M premiums
Participants
3,412
1801 PINE LAKE ROAD - LINCOLN, NE 68512402-323-1828ubt.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.8M premiums / 2,783 covered livesCarrier market share
Premium dollars by Schedule A carrier
57%top
- GRANULAR INSURANCE COMPANY57%
- ASSURITY LIFE INSURANCE COMPANY27%
- AMERITAS LIFE INSURANCE CORP.6%
- PRUDENTIAL INSURANCE COMPANY OF AMERICA5%
- UNITED HEALTHCARE INSURANCE COMPANY5%
- +1 more
Broker market share
Schedule A broker compensation
93%top
- UNICO GROUP INC93%
- NOVO BENEFITS, LLC7%
- CORBIN L. LAMBERT0%
- DAVID J MEANS0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
UNION BANK & TRUST COMPANY PROFIT SHARING PLAN
401k
Assets$268.5M
Participants1,602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
UNION BANK AND TRUST COMPANY WELFARE BENEFITS PLAN
Mixed - GRANULAR INSURANCE COMPANY
Premiums$1.1M
Covered lives1,461
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
UNION BANK AND TRUST HEALTH BENEFIT PLAN
Fully Insured - ASSURITY LIFE INSURANCE COMPANY
Premiums$712K
Covered lives1,322
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNION BANK & TRUST COMPANY PROFIT SHARING PLAN | 401k | $268.5M | 1,602 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | UNION BANK AND TRUST COMPANY WELFARE BENEFITS PLAN | Mixed | GRANULAR INSURANCE COMPANY | $1.1M | 1,461 | 2024 | |
| 504 | UNION BANK AND TRUST HEALTH BENEFIT PLAN | Fully Insured | ASSURITY LIFE INSURANCE COMPANY | $712K | 1,322 | 2024 |
Retirement plans
Welfare plans