Civic Intelligence

Union General Insurance Servic

Plan context: Union General Insurance Servic 401(K) Profit Sharing Plan & Trust

EIN 94-2702559 • Concord, CA • 27 filings • 4 plans

1200 Concord Ave Ste 375Concord, CA 94520-4915
Current Snapshot

Latest Year

2025

2025 Participants

19

2025 Assets

$6,343,537

2025 Contributions

$106,884

Historical Graphs

Total Assets Over Time

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

$9,005,581$4,502,791$0199920132025YearValue
$6,343,537Latest year 2025

Participants Over Time

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

24120199920122025YearValue
19Latest year 2025

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
2025119$6,343,537$106,884$5,625iApproximate average salary by contribution assumption: employee only about $140,637 at 4% or $93,758 at 6%; with 50% employer match about $93,758 at 4% or $62,505 at 6%; with 100% employer match about $70,318 at 4% or $46,879 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-19$6,343,537$106,884$5,625iApproximate average salary by contribution assumption: employee only about $140,637 at 4% or $93,758 at 6%; with 50% employer match about $93,758 at 4% or $62,505 at 6%; with 100% employer match about $70,318 at 4% or $46,879 at 6%.
2024120$5,402,122$113,403$5,670iApproximate average salary by contribution assumption: employee only about $141,754 at 4% or $94,503 at 6%; with 50% employer match about $94,503 at 4% or $63,002 at 6%; with 100% employer match about $70,877 at 4% or $47,251 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-20$5,402,122$113,403$5,670iApproximate average salary by contribution assumption: employee only about $141,754 at 4% or $94,503 at 6%; with 50% employer match about $94,503 at 4% or $63,002 at 6%; with 100% employer match about $70,877 at 4% or $47,251 at 6%.
2023118$8,544,850$133,550$7,419iApproximate average salary by contribution assumption: employee only about $185,486 at 4% or $123,657 at 6%; with 50% employer match about $123,657 at 4% or $82,438 at 6%; with 100% employer match about $92,743 at 4% or $61,829 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-18$8,544,850$133,550$7,419iApproximate average salary by contribution assumption: employee only about $185,486 at 4% or $123,657 at 6%; with 50% employer match about $123,657 at 4% or $82,438 at 6%; with 100% employer match about $92,743 at 4% or $61,829 at 6%.
2022117$7,416,379$123,343$7,255iApproximate average salary by contribution assumption: employee only about $181,387 at 4% or $120,925 at 6%; with 50% employer match about $120,925 at 4% or $80,616 at 6%; with 100% employer match about $90,693 at 4% or $60,462 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-17$7,416,379$123,343$7,255iApproximate average salary by contribution assumption: employee only about $181,387 at 4% or $120,925 at 6%; with 50% employer match about $120,925 at 4% or $80,616 at 6%; with 100% employer match about $90,693 at 4% or $60,462 at 6%.
2021118$9,005,581$118,971$6,610iApproximate average salary by contribution assumption: employee only about $165,238 at 4% or $110,158 at 6%; with 50% employer match about $110,158 at 4% or $73,439 at 6%; with 100% employer match about $82,619 at 4% or $55,079 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-18$9,005,581$118,971$6,610iApproximate average salary by contribution assumption: employee only about $165,238 at 4% or $110,158 at 6%; with 50% employer match about $110,158 at 4% or $73,439 at 6%; with 100% employer match about $82,619 at 4% or $55,079 at 6%.
2020117$8,556,509$116,173$6,834iApproximate average salary by contribution assumption: employee only about $170,843 at 4% or $113,895 at 6%; with 50% employer match about $113,895 at 4% or $75,930 at 6%; with 100% employer match about $85,421 at 4% or $56,948 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-17$8,556,509$116,173$6,834iApproximate average salary by contribution assumption: employee only about $170,843 at 4% or $113,895 at 6%; with 50% employer match about $113,895 at 4% or $75,930 at 6%; with 100% employer match about $85,421 at 4% or $56,948 at 6%.
2019114$7,441,714$102,526$7,323iApproximate average salary by contribution assumption: employee only about $183,082 at 4% or $122,055 at 6%; with 50% employer match about $122,055 at 4% or $81,370 at 6%; with 100% employer match about $91,541 at 4% or $61,027 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-14$7,441,714$102,526$7,323iApproximate average salary by contribution assumption: employee only about $183,082 at 4% or $122,055 at 6%; with 50% employer match about $122,055 at 4% or $81,370 at 6%; with 100% employer match about $91,541 at 4% or $61,027 at 6%.
2018115$6,473,977$89,754$5,984iApproximate average salary by contribution assumption: employee only about $149,590 at 4% or $99,727 at 6%; with 50% employer match about $99,727 at 4% or $66,484 at 6%; with 100% employer match about $74,795 at 4% or $49,863 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-15$6,473,977$89,754$5,984iApproximate average salary by contribution assumption: employee only about $149,590 at 4% or $99,727 at 6%; with 50% employer match about $99,727 at 4% or $66,484 at 6%; with 100% employer match about $74,795 at 4% or $49,863 at 6%.
2017114$6,938,092$114,975$8,213iApproximate average salary by contribution assumption: employee only about $205,313 at 4% or $136,875 at 6%; with 50% employer match about $136,875 at 4% or $91,250 at 6%; with 100% employer match about $102,656 at 4% or $68,438 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-14$6,938,092$114,975$8,213iApproximate average salary by contribution assumption: employee only about $205,313 at 4% or $136,875 at 6%; with 50% employer match about $136,875 at 4% or $91,250 at 6%; with 100% employer match about $102,656 at 4% or $68,438 at 6%.
2016115$6,313,624$118,647$7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-15$6,313,624$118,647$7,910iApproximate average salary by contribution assumption: employee only about $197,745 at 4% or $131,830 at 6%; with 50% employer match about $131,830 at 4% or $87,887 at 6%; with 100% employer match about $98,873 at 4% or $65,915 at 6%.
2015119$6,029,663$137,466$7,235iApproximate average salary by contribution assumption: employee only about $180,876 at 4% or $120,584 at 6%; with 50% employer match about $120,584 at 4% or $80,389 at 6%; with 100% employer match about $90,438 at 4% or $60,292 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-19$6,029,663$137,466$7,235iApproximate average salary by contribution assumption: employee only about $180,876 at 4% or $120,584 at 6%; with 50% employer match about $120,584 at 4% or $80,389 at 6%; with 100% employer match about $90,438 at 4% or $60,292 at 6%.
2014122$6,662,368$143,108$6,505iApproximate average salary by contribution assumption: employee only about $162,623 at 4% or $108,415 at 6%; with 50% employer match about $108,415 at 4% or $72,277 at 6%; with 100% employer match about $81,311 at 4% or $54,208 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-22$6,662,368$143,108$6,505iApproximate average salary by contribution assumption: employee only about $162,623 at 4% or $108,415 at 6%; with 50% employer match about $108,415 at 4% or $72,277 at 6%; with 100% employer match about $81,311 at 4% or $54,208 at 6%.
2013120$6,398,146$137,866$6,893iApproximate average salary by contribution assumption: employee only about $172,333 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-20$6,398,146$137,866$6,893iApproximate average salary by contribution assumption: employee only about $172,333 at 4% or $114,888 at 6%; with 50% employer match about $114,888 at 4% or $76,592 at 6%; with 100% employer match about $86,166 at 4% or $57,444 at 6%.
2012121$5,683,279$131,576$6,266iApproximate average salary by contribution assumption: employee only about $156,638 at 4% or $104,425 at 6%; with 50% employer match about $104,425 at 4% or $69,617 at 6%; with 100% employer match about $78,319 at 4% or $52,213 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-21$5,683,279$131,576$6,266iApproximate average salary by contribution assumption: employee only about $156,638 at 4% or $104,425 at 6%; with 50% employer match about $104,425 at 4% or $69,617 at 6%; with 100% employer match about $78,319 at 4% or $52,213 at 6%.
2011121$5,290,147$136,094$6,481iApproximate average salary by contribution assumption: employee only about $162,017 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,006 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-21$5,290,147$136,094$6,481iApproximate average salary by contribution assumption: employee only about $162,017 at 4% or $108,011 at 6%; with 50% employer match about $108,011 at 4% or $72,007 at 6%; with 100% employer match about $81,008 at 4% or $54,006 at 6%.
2010121$5,322,335$136,391$6,495iApproximate average salary by contribution assumption: employee only about $162,370 at 4% or $108,247 at 6%; with 50% employer match about $108,247 at 4% or $72,165 at 6%; with 100% employer match about $81,185 at 4% or $54,123 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-21$5,322,335$136,391$6,495iApproximate average salary by contribution assumption: employee only about $162,370 at 4% or $108,247 at 6%; with 50% employer match about $108,247 at 4% or $72,165 at 6%; with 100% employer match about $81,185 at 4% or $54,123 at 6%.
2009120$4,825,606$1,645,471$82,274iApproximate average salary by contribution assumption: employee only about $2,056,839 at 4% or $1,371,226 at 6%; with 50% employer match about $1,371,226 at 4% or $914,151 at 6%; with 100% employer match about $1,028,419 at 4% or $685,613 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-20$4,825,606$1,645,471$82,274iApproximate average salary by contribution assumption: employee only about $2,056,839 at 4% or $1,371,226 at 6%; with 50% employer match about $1,371,226 at 4% or $914,151 at 6%; with 100% employer match about $1,028,419 at 4% or $685,613 at 6%.
2008122$3,900,955$117,415$5,337iApproximate average salary by contribution assumption: employee only about $133,426 at 4% or $88,951 at 6%; with 50% employer match about $88,951 at 4% or $59,301 at 6%; with 100% employer match about $66,713 at 4% or $44,475 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-22$3,900,955$117,415$5,337iApproximate average salary by contribution assumption: employee only about $133,426 at 4% or $88,951 at 6%; with 50% employer match about $88,951 at 4% or $59,301 at 6%; with 100% employer match about $66,713 at 4% or $44,475 at 6%.
2007124$0$0-
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-24---
2006120$4,857,377$244,633$12,232iApproximate average salary by contribution assumption: employee only about $305,791 at 4% or $203,861 at 6%; with 50% employer match about $203,861 at 4% or $135,907 at 6%; with 100% employer match about $152,896 at 4% or $101,930 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-20$4,857,377$244,633$12,232iApproximate average salary by contribution assumption: employee only about $305,791 at 4% or $203,861 at 6%; with 50% employer match about $203,861 at 4% or $135,907 at 6%; with 100% employer match about $152,896 at 4% or $101,930 at 6%.
2005123$4,343,585$181,587$7,895iApproximate average salary by contribution assumption: employee only about $197,377 at 4% or $131,585 at 6%; with 50% employer match about $131,585 at 4% or $87,723 at 6%; with 100% employer match about $98,689 at 4% or $65,792 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-23$4,343,585$181,587$7,895iApproximate average salary by contribution assumption: employee only about $197,377 at 4% or $131,585 at 6%; with 50% employer match about $131,585 at 4% or $87,723 at 6%; with 100% employer match about $98,689 at 4% or $65,792 at 6%.
2004121$3,867,482$165,524$7,882iApproximate average salary by contribution assumption: employee only about $197,052 at 4% or $131,368 at 6%; with 50% employer match about $131,368 at 4% or $87,579 at 6%; with 100% employer match about $98,526 at 4% or $65,684 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-21$3,867,482$165,524$7,882iApproximate average salary by contribution assumption: employee only about $197,052 at 4% or $131,368 at 6%; with 50% employer match about $131,368 at 4% or $87,579 at 6%; with 100% employer match about $98,526 at 4% or $65,684 at 6%.
2003121$3,486,202$185,272$8,822iApproximate average salary by contribution assumption: employee only about $220,562 at 4% or $147,041 at 6%; with 50% employer match about $147,041 at 4% or $98,028 at 6%; with 100% employer match about $110,281 at 4% or $73,521 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-21$3,486,202$185,272$8,822iApproximate average salary by contribution assumption: employee only about $220,562 at 4% or $147,041 at 6%; with 50% employer match about $147,041 at 4% or $98,028 at 6%; with 100% employer match about $110,281 at 4% or $73,521 at 6%.
2002119$2,660,515$148,672$7,825iApproximate average salary by contribution assumption: employee only about $195,621 at 4% or $130,414 at 6%; with 50% employer match about $130,414 at 4% or $86,943 at 6%; with 100% employer match about $97,811 at 4% or $65,207 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-19$2,660,515$148,672$7,825iApproximate average salary by contribution assumption: employee only about $195,621 at 4% or $130,414 at 6%; with 50% employer match about $130,414 at 4% or $86,943 at 6%; with 100% employer match about $97,811 at 4% or $65,207 at 6%.
2001118$0$0-
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-18---
2000114$3,122,758$108,187$7,728iApproximate average salary by contribution assumption: employee only about $193,191 at 4% or $128,794 at 6%; with 50% employer match about $128,794 at 4% or $85,863 at 6%; with 100% employer match about $96,596 at 4% or $64,397 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-14$3,122,758$108,187$7,728iApproximate average salary by contribution assumption: employee only about $193,191 at 4% or $128,794 at 6%; with 50% employer match about $128,794 at 4% or $85,863 at 6%; with 100% employer match about $96,596 at 4% or $64,397 at 6%.
1999112$3,816,088$97,494$8,125iApproximate average salary by contribution assumption: employee only about $203,113 at 4% or $135,408 at 6%; with 50% employer match about $135,408 at 4% or $90,272 at 6%; with 100% employer match about $101,556 at 4% or $67,704 at 6%.
Union General Insurance Servic 401(K) Profit Sharing Plan & Trust-12$3,816,088$97,494$8,125iApproximate average salary by contribution assumption: employee only about $203,113 at 4% or $135,408 at 6%; with 50% employer match about $135,408 at 4% or $90,272 at 6%; with 100% employer match about $101,556 at 4% or $67,704 at 6%.