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Retirement plan

PENSION PLAN FOR SALARIED EMPLOYEES OF UNION PACIFIC CORPORATION & AFFILIATES

UNION PACIFIC CORPORATIONEIN 13-2626465Plan #001PY 2023
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1400 DOUGLAS STREET STOP 1620 - OMAHA, NE 68179402-544-5000LinkedIn10001+ employeestransportation/trucking/railroad
Other plans on this EIN
1 filing
#004Retirement-$2.27B assets
Prospect flagsHigh retiree %Low returnsLow employer contribution

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(402) 544-5000
Plan administrator signer
JOSHUA PERKES
Signed 10/14/2024
Plan administrator entity
JOSHUA K PERKES
EIN 994556045
1400 DOUGLAS STREET STOP 320 ยท OMAHA, NE 68179
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Summary metrics

Total assets (EOY)
$4375M
-5.7% from 2016
Total participants
20,034
+1.0% from 2016
Average account balance
$0
No prior year
Annual return
5.82%
-9.67 pp from 2016

Benchmarks

See 36 peers
Peer group
Industry48 - Transportation and Warehousing
Plan typeDefined benefit
Participants1,000-4,999
Cohort36 peers
Snapshot2023
Participant deferral / active EE
$0
median $1,475
Employer contribution / active EE
$33
median $11,915
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $13,363
Admin fee / account holder
$0
median $125
Annual return
5.82%
median 10.42%
Overall peer rank
3rd 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

SHANNON T. KOONS, ASA

MERCER
Enrollment #2308480
800 MARKET STREET, SUITE 1800
ST. LOUIS, MO 63101
(314) 588-2500
Signed 2024-08-20

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.

Open the filing PDF

Plan features & details

Pension benefit codes1A3H
Plan features
  • 1A
    Benefits are primarily pay related
    Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped
  • OpportunityLow employer contribution

    Employer contribution per participant is in the bottom quintile of the peer cohort.

  • OpportunityLow returns

    Annual investment return is in the bottom quintile of the peer cohort.

  • InformationalHigh retiree %

    Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
DELOITTE & TOUCHE LLP
Auditor EIN
133891517
Audit fees
(not subdivided)
Opinion code
Unqualified