Public Charity

Union Bank and Trust Company Welfare Benefits Trust

Union Bank and Trust Company Welfare Benefits Trust is a nonprofit organization categorized as Public Charity based in Lincoln, NE. Its most recent IRS filing (2024) reports revenue of $14.4M, expenses of $13.4M, total assets of $1.1M.

EIN: 276408571 Lincoln, NE Voluntary Employees Beneficiary Associations (Non-Government) NTEE: Y43 Latest filing: 2024
Total Revenue$14.4M
Total Expenses$13.4M
Total Assets$1.1M
Grant Records0
Filing Years2019–2024

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.

Officers & Directors

Trustee Union Bank-Executive Committee

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2024 $14.4M $13.4M $1.1M
2023 $12.8M $12.8M $266K
2022 $10.9M $11.0M $1.4M
2020 $7.4M $7.7M $505K
2019 $6.3M $7.1M $763K

Between 2019 and 2024, reported annual revenue grew from $6.3M to $14.4M (+128%), with total assets most recently reported at $1.1M.

Interactive year-over-year charts and full filing details available with membership.

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