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Nonprofit · EIN 27-6408571

UNION BANK AND TR WELFARE BENEFITS TR

Tax-exempt · LINCOLN, NE 68506

Financials

$12.8M$12.8M2023$14.4M$13.4M2024
Revenue Expenses · by fiscal year end
Financials of UNION BANK AND TR WELFARE BENEFITS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$14,350,533$13,399,488$951,045$1,132,428$94,135$1,038,293
December 31, 2023990$12,789,441$12,838,722-$49,281$266,388$179,140$87,248
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,651,117
Investment income
$44,931
Other revenue
$654,485

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$11,319,857
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$34,710

Balance sheet and other

Total assets, start of year
$266,388
Total assets, end of year
$1,132,428
Total liabilities, end of year
$94,135
Net assets, end of year
$1,038,293
Net assets without donor restrictions
$1,038,293
Gross receipts
$14,350,533
Employees
0
Year formed
2010
State of legal domicile
NE

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
Union Bank-Executive CommitteeTrustee
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Union Bank-Executive CommitteeTrustee
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
4243 PIONEER WOODS DR, LINCOLN, NE 68506-7550
In care of
% BRAD CRAIN
Principal officer (990 for 2024)
Jason Muhleisen Trustee, 4243 Pioneer Woods Drive, Lincoln, NE 685067550
Signed the 990
Brad Crain, Trustee
Phone
(402) 323-1783
Return prepared by
Willnerd & Associates LLC

Mission

TO MAINTAIN AND ADMINISTER THE NET ASSETS OF THE UNION BANK AND TRUST COMPANY WELFARE BENEFITS PLAN. THE PLAN PROVIDES HEALTH, WELFARE, AND RELATED BENEFITS TO ELIGIBLE EMPLOYEES AND THEIR BENEFICIARIES.

990 for the year ended December 31, 2024

Program accomplishments

  • The Trust maintains and administers the funds for the payment of benefits pursuant to the provisions of the Union Bank and Trust Company Welfare Benefits Plan and consistent with the restrictions contained in Code Section 501(c)(9) and other applicable laws.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
27-6408571
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2011
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,132,428
Income (IRS master file)
$14,350,533

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$14,350,533$13,399,488$1,132,428XML
990December 2023$12,789,441$12,838,722$266,388XML
990December 2022$10,906,727$10,984,648$1,361,028IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 27-6408571).

Questions about UNION BANK AND TR WELFARE BENEFITS TR

What is the EIN of UNION BANK AND TR WELFARE BENEFITS TR?
The employer identification number (EIN) of UNION BANK AND TR WELFARE BENEFITS TR is 27-6408571.
Is UNION BANK AND TR WELFARE BENEFITS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
Are donations to UNION BANK AND TR WELFARE BENEFITS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UNION BANK AND TR WELFARE BENEFITS TR file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of UNION BANK AND TR WELFARE BENEFITS TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UNION BANK AND TR WELFARE BENEFITS TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UNION BANK AND TR WELFARE BENEFITS TR?
The 990 for the year ended December 31, 2024 names Jason Muhleisen Trustee.
Who are the officers and directors of UNION BANK AND TR WELFARE BENEFITS TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does UNION BANK AND TR WELFARE BENEFITS TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $14,350,533, expenses of $13,399,488 and total assets of $1,132,428 at year end.

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