Unico Group 401(k) match, vesting and fees
What Unico Group's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Ameritas Life Insurance | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,409 defined-contribution plans in finance and insurance with 100 to 499 participants.
| Unico Group: employer contribution per participant | $3,205 | |
| Peer median | $2,868 |
| Unico Group: average balance | $129,907 | |
| Peer median | $95,281 |
| Unico Group: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.22% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $22.2M at the end of plan year 2021 to $20.8M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 167 | $20.8M | $513K | $3,205 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 167 | $19.4M | $412K | $2,526 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 157 | $18.8M | $320K | $2,091 | 0.02% | Not published | Form 5500 ↗ |
| 2021 | 151 | $22.2M | $33K | $234 | <0.01% | Not published | Form 5500 ↗ |
Other Unico Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Unico Group, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Retirement · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Unico Group match 401(k) contributions?
The match terms for the Unico Group, Inc. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $513K in employer contributions, about $3,205 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Unico Group 401(k) match vested?
The vesting schedule for the Unico Group, Inc. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Unico Group 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance. The plan administrator is Unico Group, Inc..
I left Unico Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Unico Group, Inc., (402) 434-7200) or the recordkeeper, Ameritas Life Insurance. The Unico Group old 401(k) page lists the contacts from every plan filing. Find an old Unico Group 401(k)
Data from the public Form 5500 annual reports Unico Group filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Unico Group. Not financial advice. Report a correction · Methodology