Union Bank & Trust Company 401(k) Plan: Login, Facts & Contact Information

Union Bank & Trust Company 401(k) Plan Facts

Plan name
UNION BANK & TRUST COMPANY PROFIT SHARING PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UNION BANK & TRUST COMPANY
Participants
1,613 (1,101 active employees)
Former employees with a balance
0
Plan assets
$268,500,213 at Dec 31, 2024
Average account balance
$167,603 across 1,602 accounts
Employer contributions
$6,583,951 in plan year 2024 (41% of all contributions)
Recordkeeper
Union Bank & Trust Company
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1959
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 10, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $16.1 million went into the plan in contributions, $6.58 million of it from the employer (41%).
  • $13.9 million was paid out to participants.
  • Investment and other income added $32.1 million.
  • Administrative expenses were $28,505, about $18 per account.

How the Union Bank & Trust Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20193$77,281$5,738—
20201,213$198.5 million$4.83 million$8.83 million
20211,331$229.1 million$4.85 million$11.8 million
20221,457$200.1 million$5.28 million$8.64 million
20231,595$234.2 million$5.89 million$13.0 million
20241,613$268.5 million$6.58 million$13.9 million

Union Bank & Trust Company 401(k) Contact Information

Phone
402-323-1828
Mailing address
1801 PINE LAKE ROAD, LINCOLN NE 68512
Plan sponsor
UNION BANK & TRUST COMPANY
Employer identification number (EIN)
47-0321480
Plan number
001

Questions about the Union Bank & Trust Company 401(k)

Does Union Bank & Trust Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $6.58 million, 41% of all contributions.

Does the Union Bank & Trust Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Union Bank & Trust Company 401(k) plan?

1,613 participants at the start of plan year 2024, 1,101 of them active employees.

What is the average 401(k) balance at Union Bank & Trust Company?

About $167,603 per account: $268.5 million in plan assets across 1,602 accounts with a balance at the end of plan year 2024.

Who manages the Union Bank & Trust Company 401(k) accounts?

UNION BANK & TRUST COMPANY is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Union Bank & Trust Company. How do I access my 401(k)?

Your account stays with UNION BANK & TRUST COMPANY after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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