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Form 5500 · Employee benefit plan · LINCOLN, NE

UNION BANK AND TRUST COMPANY

Public Form 5500 records show how UNION BANK AND TRUST COMPANY (LINCOLN, NE) structures its employee benefits. Its broker of record is UNICO GROUP INC. Coverage is written through ASSURITY LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-0321480 · plan 504 · as of Jul 2026

Participants
1,001
Carriers on file
4
Disclosed commissions
$107,413
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
ASSURITY LIFE INSURANCE COMPANYLife, Disability1,024December$92,101
PRUDENTIAL INSURANCE COMPANY OF AMERICA45December$11,891
AMERITAS LIFE INSURANCE COMPANYVision1,322December$3,404
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYDisability16December$17

Questions

Who is UNION BANK AND TRUST COMPANY's benefits broker?

Per its most recent Form 5500 Schedule A, UNION BANK AND TRUST COMPANY's broker of record is UNICO GROUP INC.

What insurance carrier does UNION BANK AND TRUST COMPANY use?

UNION BANK AND TRUST COMPANY's benefit plan is written through ASSURITY LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does UNION BANK AND TRUST COMPANY's group plan renew?

The most recent Schedule A policy period for UNION BANK AND TRUST COMPANY ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from UNION BANK AND TRUST COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.