Civic Intelligence

United Group Insurance Inc

Plan context: United Group Insurance Inc 401(K) Profit Sharing Plan & Tru

EIN 42-1130373 • Shenandoah, IA • 15 filings • 3 plans

1206 W SheridanShenandoah, IA 51601
Current Snapshot

Latest Year

2024

2024 Participants

16

2024 Assets

$1,188,524

2024 Contributions

$15,343

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$1,188,524$594,262$0201020172023YearValue
$1,188,524Latest year 2023

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

20100201020172023YearValue
16Latest year 2023

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202410$0$15,343-
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-0$0$15,343-
2023116$1,188,524$91,823$5,739iApproximate average salary by contribution assumption: employee only about $143,473 at 4% or $95,649 at 6%; with 50% employer match about $95,649 at 4% or $63,766 at 6%; with 100% employer match about $71,737 at 4% or $47,824 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-16$1,188,524$91,823$5,739iApproximate average salary by contribution assumption: employee only about $143,473 at 4% or $95,649 at 6%; with 50% employer match about $95,649 at 4% or $63,766 at 6%; with 100% employer match about $71,737 at 4% or $47,824 at 6%.
2022118$996,788$100,110$5,562iApproximate average salary by contribution assumption: employee only about $139,042 at 4% or $92,694 at 6%; with 50% employer match about $92,694 at 4% or $61,796 at 6%; with 100% employer match about $69,521 at 4% or $46,347 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-18$996,788$100,110$5,562iApproximate average salary by contribution assumption: employee only about $139,042 at 4% or $92,694 at 6%; with 50% employer match about $92,694 at 4% or $61,796 at 6%; with 100% employer match about $69,521 at 4% or $46,347 at 6%.
2021120$1,133,198$88,915$4,446iApproximate average salary by contribution assumption: employee only about $111,144 at 4% or $74,096 at 6%; with 50% employer match about $74,096 at 4% or $49,397 at 6%; with 100% employer match about $55,572 at 4% or $37,048 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-20$1,133,198$88,915$4,446iApproximate average salary by contribution assumption: employee only about $111,144 at 4% or $74,096 at 6%; with 50% employer match about $74,096 at 4% or $49,397 at 6%; with 100% employer match about $55,572 at 4% or $37,048 at 6%.
2020119$1,062,637$79,846$4,202iApproximate average salary by contribution assumption: employee only about $105,061 at 4% or $70,040 at 6%; with 50% employer match about $70,040 at 4% or $46,694 at 6%; with 100% employer match about $52,530 at 4% or $35,020 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-19$1,062,637$79,846$4,202iApproximate average salary by contribution assumption: employee only about $105,061 at 4% or $70,040 at 6%; with 50% employer match about $70,040 at 4% or $46,694 at 6%; with 100% employer match about $52,530 at 4% or $35,020 at 6%.
2019117$919,644$83,704$4,924iApproximate average salary by contribution assumption: employee only about $123,094 at 4% or $82,063 at 6%; with 50% employer match about $82,063 at 4% or $54,708 at 6%; with 100% employer match about $61,547 at 4% or $41,031 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-17$919,644$83,704$4,924iApproximate average salary by contribution assumption: employee only about $123,094 at 4% or $82,063 at 6%; with 50% employer match about $82,063 at 4% or $54,708 at 6%; with 100% employer match about $61,547 at 4% or $41,031 at 6%.
2018117$701,339$119,006$7,000iApproximate average salary by contribution assumption: employee only about $175,009 at 4% or $116,673 at 6%; with 50% employer match about $116,673 at 4% or $77,782 at 6%; with 100% employer match about $87,504 at 4% or $58,336 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-17$701,339$119,006$7,000iApproximate average salary by contribution assumption: employee only about $175,009 at 4% or $116,673 at 6%; with 50% employer match about $116,673 at 4% or $77,782 at 6%; with 100% employer match about $87,504 at 4% or $58,336 at 6%.
2017114$642,931$71,133$5,081iApproximate average salary by contribution assumption: employee only about $127,023 at 4% or $84,682 at 6%; with 50% employer match about $84,682 at 4% or $56,455 at 6%; with 100% employer match about $63,512 at 4% or $42,341 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-14$642,931$71,133$5,081iApproximate average salary by contribution assumption: employee only about $127,023 at 4% or $84,682 at 6%; with 50% employer match about $84,682 at 4% or $56,455 at 6%; with 100% employer match about $63,512 at 4% or $42,341 at 6%.
2016116$572,364$88,269$5,517iApproximate average salary by contribution assumption: employee only about $137,920 at 4% or $91,947 at 6%; with 50% employer match about $91,947 at 4% or $61,298 at 6%; with 100% employer match about $68,960 at 4% or $45,973 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-16$572,364$88,269$5,517iApproximate average salary by contribution assumption: employee only about $137,920 at 4% or $91,947 at 6%; with 50% employer match about $91,947 at 4% or $61,298 at 6%; with 100% employer match about $68,960 at 4% or $45,973 at 6%.
2015116$517,979$70,938$4,434iApproximate average salary by contribution assumption: employee only about $110,841 at 4% or $73,894 at 6%; with 50% employer match about $73,894 at 4% or $49,263 at 6%; with 100% employer match about $55,420 at 4% or $36,947 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-16$517,979$70,938$4,434iApproximate average salary by contribution assumption: employee only about $110,841 at 4% or $73,894 at 6%; with 50% employer match about $73,894 at 4% or $49,263 at 6%; with 100% employer match about $55,420 at 4% or $36,947 at 6%.
2014116$472,139$64,059$4,004iApproximate average salary by contribution assumption: employee only about $100,092 at 4% or $66,728 at 6%; with 50% employer match about $66,728 at 4% or $44,485 at 6%; with 100% employer match about $50,046 at 4% or $33,364 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-16$472,139$64,059$4,004iApproximate average salary by contribution assumption: employee only about $100,092 at 4% or $66,728 at 6%; with 50% employer match about $66,728 at 4% or $44,485 at 6%; with 100% employer match about $50,046 at 4% or $33,364 at 6%.
2013116$384,873$76,221$4,764iApproximate average salary by contribution assumption: employee only about $119,095 at 4% or $79,397 at 6%; with 50% employer match about $79,397 at 4% or $52,931 at 6%; with 100% employer match about $59,548 at 4% or $39,698 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-16$384,873$76,221$4,764iApproximate average salary by contribution assumption: employee only about $119,095 at 4% or $79,397 at 6%; with 50% employer match about $79,397 at 4% or $52,931 at 6%; with 100% employer match about $59,548 at 4% or $39,698 at 6%.
2012116$278,658$81,748$5,109iApproximate average salary by contribution assumption: employee only about $127,731 at 4% or $85,154 at 6%; with 50% employer match about $85,154 at 4% or $56,769 at 6%; with 100% employer match about $63,866 at 4% or $42,577 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-16$278,658$81,748$5,109iApproximate average salary by contribution assumption: employee only about $127,731 at 4% or $85,154 at 6%; with 50% employer match about $85,154 at 4% or $56,769 at 6%; with 100% employer match about $63,866 at 4% or $42,577 at 6%.
2011117$210,744$116,456$6,850iApproximate average salary by contribution assumption: employee only about $171,259 at 4% or $114,173 at 6%; with 50% employer match about $114,173 at 4% or $76,115 at 6%; with 100% employer match about $85,629 at 4% or $57,086 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-17$210,744$116,456$6,850iApproximate average salary by contribution assumption: employee only about $171,259 at 4% or $114,173 at 6%; with 50% employer match about $114,173 at 4% or $76,115 at 6%; with 100% employer match about $85,629 at 4% or $57,086 at 6%.
2010117$99,403$93,363$5,492iApproximate average salary by contribution assumption: employee only about $137,299 at 4% or $91,532 at 6%; with 50% employer match about $91,532 at 4% or $61,022 at 6%; with 100% employer match about $68,649 at 4% or $45,766 at 6%.
United Group Insurance Inc 401(K) Profit Sharing Plan & Tru-17$99,403$93,363$5,492iApproximate average salary by contribution assumption: employee only about $137,299 at 4% or $91,532 at 6%; with 50% employer match about $91,532 at 4% or $61,022 at 6%; with 100% employer match about $68,649 at 4% or $45,766 at 6%.