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Form 5500 · Retirement plan · DECATUR, IL

HICKORY POINT BANK & TRUST

The filing calls this plan HICKORY POINT BANK & TRUST 401(K) PLAN.

HICKORY POINT BANK & TRUST of DECATUR, IL files a Form 5500 for its retirement plan. Schedule A discloses 1 annuity or guaranteed-interest contract held by the plan, written by UNITED OF OMAHA LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Contract year ends
Septemberas filed for plan year 2023

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-1052394 · plan 001 · plan year 2023, filed Dec 30, 2024

Participants at the start of the year
150
Contracts on file
1
Contract value
—
Plan year end
September

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with UNITED OF OMAHA LIFE INSURANCE COMPANY.

The filing discloses no agent commission on these contracts.

A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.

The contract year ended in September.

Schedule A insurance contracts

CarrierContract typeCoveredYear endsContract valueCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYAnnuity / GIC0September—$0

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
HICKORY POINT BANK & TRUST
EIN 37-1052394
UNITED OF OMAHA
INVESTMENT COMPANY · EIN 47-0322111
$16,870
paid directly by the plan

The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$12,044,831
Paid out in benefits
$2,427,026
Participants at the start of the year
150
Participants with account balances
199

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 44-0160260
FORVIS MAZARS, LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified

From Schedule H of this filing.

We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.

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