Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UNION TELEPHONE COMPANY 401(K) PLAN | 401k | $25.1M | 313 | 2024 | |
| 003 | UNION HOLDING CORP. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.8M | 333 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNION TELEPHONE CAFETERIA PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $485K | 209 | 2025 |