United Benefits Group 401(k) match, vesting and fees
What United Benefits 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.
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 43,961 defined-contribution plans in finance and insurance with fewer than 100 participants.
| United Benefits Group: employer contribution per participant | $2,327 | |
| Peer median | $2,963 |
| United Benefits Group: average balance | $231,025 | |
| Peer median | $91,889 |
| United Benefits Group: admin expenses ÷ assets | 0.06% | |
| Peer median | 0.20% |
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 $3.7M at the end of plan year 2023 to $4.4M at the end of plan year 2024.
Other United Benefits Group plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Co-Op Retirement 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.
| Recordkeeper | Jpmorgan Chase Bank, NA | Schedule C ↗ |
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does United Benefits Group match 401(k) contributions?
The match terms for the Ubg 401(k) - Ubg have not been published from its filing yet. The plan year 2024 filing reports $44K in employer contributions, about $2,327 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Benefits Group 401(k) match vested?
The vesting schedule for the Ubg 401(k) - Ubg is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Benefits Group 401(k)?
The filing names United Benefits Group as plan administrator; it does not list a recordkeeper.
I left United Benefits Group. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Benefits Group, (816) 459-3344). The United Benefits Group old 401(k) page lists the contacts from every plan filing. Find an old United Benefits Group 401(k)
Data from the public Form 5500 annual reports United Benefits Group filed with the U.S. Department of Labor (plan years 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 United Benefits Group. Not financial advice. Report a correction · Methodology