UNION BANK & TRUST COMPANY
6 known aliases resolved via the canonical alias map
Market position · 2024
Plans served50+2 YoYRank #358 of mapped providers
Assets under administration$11.9B0.0%Market share · rank #1042
Fees received$6MMedian $58,601/planSum across Schedule C direct + indirect
Net wins YoY+13 won · 2 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical UNION BANK & TRUST COMPANY plan look like?
Service mix · median fees per plan
Count of plans where UNION BANK & TRUST COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Trustee (directed); Recordkeeping fees; Investment management fees paid directly by plan; Claims processing; Recordkeeping and information management (computing, tabulating, data processing, etc.); Participant communication; Trustee (bank, trust company, or similar financial institution)Code 12 | 26 | $58,601 | |
Other investment fees and expenses; Custodial (securities); Investment management fees paid directly by planCode 19 | 15 | $82,736 | |
Trustee (bank, trust company, or similar financial institution); Float revenue; Trustee (directed); Participant communication; Recordkeeping and information management (computing, tabulating, data processing, etc.); Consulting (pension); Investment management; Direct payment from the plan; Named fiduciaryCode 15 | 8 | $11,610 | |
Recordkeeping fees; Investment advisory (plan)Code 27 | 2 | $30,332 |
Competitor overlap
Percent of UNION BANK & TRUST COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under UNION BANK & TRUST COMPANY.
| Sponsor | From | Assets |
|---|---|---|
LAMSON DUGAN & MURRAY LLPNE · 470209590-002 | (new plan) | $31M |
FIRESPRING, INC.NE · 510407787-001 | DA DAVIDSON & CO | $10M |
BRANCHPATTERNNE · 470751360-003 | (new plan) | $9M |
Plans lost in 2024
Appeared last year under UNION BANK & TRUST COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
HENDERSON COUNTY HEALTH CARE CORPORATIONKY · 610840573-001 | (new plan) | $2M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES OF MINNESOTA LABORERS PENSION FUNDMN · 416159599-001 | $3.2B | 21,655 | $436,092 | 10y | - |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | $2.0B | 18,016 | $269,891 | 10y | - |
BRYAN HEALTHNE · 363414823-002 | $927M | 10,431 | $549,643 | 10y | 1 |
NELNET, INC.NE · 840748903-001 | $755M | 10,864 | $736,190 | 10y | 1 |
BOARD OF TRUSTEES, TEAMSTERS RETIREMENT PENSION PLANMN · 416047047-001 | $506M | 3,876 | $110,670 | 10y | - |
TRUSTEES OF MINNESOTA & NORTH DAKOTA BRICKLAYERS & ALLIED CRAFTWORKERSMN · 516029930-001 | $481M | 3,492 | $67,238 | 10y | - |
TRUSTEES ELECTRICAL WORKERS LOCAL NO.292 PENSION PLANMN · 416035616-001 | $447M | 5,243 | $121,540 | 10y | - |
TRUSTEES OF SHEET METAL WORKERS' LOCAL 10 PENSION FUNDMN · 411562581-001 | $406M | 5,408 | $47,167 | 10y | - |
CRETE CARRIER CORPORATIONNE · 470496288-001 | $353M | 10,547 | $1M | 10y | 1 |
TRUSTEES OF DISTRICT COUNCIL 82 PAINTING INDUSTRY PENSION PLANMN · 900585687-001 | $319M | 2,214 | $112,359 | 9y | - |
Flag exposure
70.0%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (6)
Raw Schedule C names collapsed into UNION BANK & TRUST COMPANY.
- UNION BANK & TRUST
- UNION BANK & TRUST CO
- UNION BANK & TRUST COMPANY
- UNION BANK AND TRUST
- UNION BANK AND TRUST COMPANY
- UNION BANK TRUST
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for UNION BANK & TRUST COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 1 | 2.00% | 7.76% | -5.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 6.00% | 1.71% | +4.29 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 10 | 20.00% | 1.76% | +18.24 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with UNION BANK & TRUST COMPANY. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).