Retirement plan
PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES
UNION PACIFIC CORPORATIONEIN 13-2626465Plan #001PY 2017
1400 DOUGLAS STREET STOP 1620 - OMAHA, NE 68179402-544-5000LinkedIn10001+ employeestransportation/trucking/railroad
Other plans on this EIN
1 filingProspect flagsHigh retiree %Wind-down / frozen
Filing contacts
From the Form 5500, federal recordPlan administrator signer
ELIZABETH F WHITED
Signed 10/12/2018
Plan administrator entity
ELIZABETH F WHITED
EIN 831615469
Summary metrics
Total assets (EOY)
$4217.8M
-5.7% from 2016
Total participants
22,835
+1.0% from 2016
Average account balance
$0
No prior year
Annual return
19.15%
-9.67 pp from 2016
Benchmarks
Peer group
Industryany (size+type match)
Plan typeDefined benefit
Participants5,000-9,999
Cohort206 peers
Snapshot2017
0
Participant deferral / active EE
$0
median $71
0
Employer contribution / active EE
$0
median $8,196
0
Participation rate
0.0%
median 0.0%
0
Avg account balance
$0
0
Admin fee / account holder
$0
92
Annual return
19.15%
median 13.38%
Overall peer rank
92of 100
92nd percentileavg across 6 metrics
Analytics
2015 - 2024
Total assets (EOY)
Plan-year ending balance
$4.05B
Average account balance
Total assets / participants with a balance (line 6g)
$220K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
15,283
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$111K
Contributions per participant
Average employer and participant contribution per enrolled participant
$33
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
-0.43%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
- Mutual / pooled
- Stocks
- Bonds
- Cash
- Real estate
- Loans
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Enrolled actuary
1 attachment
SB
BONNIE S. RIGHTNOUR
MERCER
Enrollment #1706500
1051 EAST CARY STREET, SUITE 900
RICHMOND, VA 23219
(804) 344-2600
Signed 2018-10-01
Top hat statement on fileNQDC
Filed December 5, 2000 (most recent of 8 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Plan features & details
Pension benefit codes1A3H
Plan features
- 1ABenefits are primarily pay relatedBenefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Opportunity flags
2 tripped
- InformationalHigh retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
- InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Expense breakdown
Schedule H Part II
Admin total
$1.6M
$262 / participant
- Other / not subdivided$2M100.0%
% of EOY assets
0.039%
all-in expense ratio
Categories reported
0 / 9
subdivided buckets used
Audit opinion
Schedule H Part III
Unqualified opinion
Auditor signed off without reservation - the cleanest possible opinion.
- Auditor firm
- DELOITTE & TOUCHE
- Auditor EIN
- 133891517
- Audit fees
- (not subdivided)
- Opinion code
- Unqualified