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UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 401k Plan overview

Plan NameUNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST
Plan identification number 008

UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST Benefits

No plan benefit data available

401k Sponsoring company profile

UNIFIED TRUST COMPANY, N.A. has sponsored the creation of one or more 401k plans.

Company Name:UNIFIED TRUST COMPANY, N.A.
Employer identification number (EIN):611256314

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0082019-01-01
0082018-01-01
0082017-01-012018-10-12
0082016-01-012017-10-16
0082015-01-012016-08-24
0082014-01-012015-08-31
0082013-01-012014-09-11
0082012-01-012013-09-18
0082011-01-012012-10-08
0082010-01-012011-10-03
0082009-01-012010-10-08

Plan Statistics for UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST

401k plan membership statisitcs for UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST

Measure Date Value
2019: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2019 401k membership
Total of all active and inactive participants2019-01-010
2018: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2018 401k membership
Total of all active and inactive participants2018-01-010
2017: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2017 401k membership
Total of all active and inactive participants2017-01-010
2016: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2016 401k membership
Total of all active and inactive participants2016-01-010
2015: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2015 401k membership
Total of all active and inactive participants2015-01-010
2014: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2014 401k membership
Total of all active and inactive participants2014-01-010
2013: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2013 401k membership
Total of all active and inactive participants2013-01-010
2012: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2012 401k membership
Total of all active and inactive participants2012-01-010

Financial Data on UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST

Measure Date Value
2019 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$169,722,191
Total transfer of assets from this plan2019-12-31$197,755,580
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$17,352,110
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$695,724,933
Value of total assets at beginning of year2019-12-31$706,406,212
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$17,352,110
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Value of net income/loss2019-12-31$17,352,110
Value of net assets at end of year (total assets less liabilities)2019-12-31$695,724,933
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$706,406,212
Income. Interest from corporate debt instruments2019-12-31$17,352,110
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$695,724,933
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$706,406,212
2018 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$193,791,274
Total transfer of assets from this plan2018-12-31$169,107,080
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$16,822,740
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$706,406,212
Value of total assets at beginning of year2018-12-31$664,899,278
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$16,822,740
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Value of net income/loss2018-12-31$16,822,740
Value of net assets at end of year (total assets less liabilities)2018-12-31$706,406,212
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$664,899,278
Income. Interest from corporate debt instruments2018-12-31$16,822,740
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$706,406,212
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$664,899,278
2017 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$228,758,738
Total transfer of assets from this plan2017-12-31$139,243,301
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$14,443,200
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$664,899,278
Value of total assets at beginning of year2017-12-31$560,940,641
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$14,443,200
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Value of net income/loss2017-12-31$14,443,200
Value of net assets at end of year (total assets less liabilities)2017-12-31$664,899,278
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$560,940,641
Income. Interest from corporate debt instruments2017-12-31$14,443,200
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$664,899,278
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$560,940,641
2016 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets to this plan2016-12-31$162,423,134
Total transfer of assets from this plan2016-12-31$140,558,705
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$12,812,532
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$560,940,641
Value of total assets at beginning of year2016-12-31$526,263,680
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$12,812,532
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Value of net income/loss2016-12-31$12,812,532
Value of net assets at end of year (total assets less liabilities)2016-12-31$560,940,641
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$526,263,680
Income. Interest from corporate debt instruments2016-12-31$12,812,532
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$560,940,641
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$526,263,680
2015 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$132,439,974
Total transfer of assets from this plan2015-12-31$128,797,277
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$12,656,418
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$526,263,680
Value of total assets at beginning of year2015-12-31$509,964,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$12,656,418
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Value of net income/loss2015-12-31$12,656,418
Value of net assets at end of year (total assets less liabilities)2015-12-31$526,263,680
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$509,964,565
Income. Interest from corporate debt instruments2015-12-31$12,656,418
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$526,263,680
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$509,964,565
2014 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$143,792,473
Total transfer of assets from this plan2014-12-31$116,513,236
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$11,545,379
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$509,964,565
Value of total assets at beginning of year2014-12-31$471,139,949
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$11,545,379
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Value of net income/loss2014-12-31$11,545,379
Value of net assets at end of year (total assets less liabilities)2014-12-31$509,964,565
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$471,139,949
Income. Interest from corporate debt instruments2014-12-31$11,545,379
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$509,964,565
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$471,139,949
2013 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$151,850,501
Total transfer of assets from this plan2013-12-31$126,187,779
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$10,951,426
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$471,139,949
Value of total assets at beginning of year2013-12-31$434,525,801
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$10,951,426
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Value of net income/loss2013-12-31$10,951,426
Value of net assets at end of year (total assets less liabilities)2013-12-31$471,139,949
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$434,525,801
Income. Interest from corporate debt instruments2013-12-31$10,951,426
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$471,139,949
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$434,525,801
2012 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$154,347,225
Total transfer of assets from this plan2012-12-31$130,195,022
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$11,175,509
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$434,525,801
Value of total assets at beginning of year2012-12-31$399,198,089
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$11,175,509
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Value of net income/loss2012-12-31$11,175,509
Value of net assets at end of year (total assets less liabilities)2012-12-31$434,525,801
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$399,198,089
Income. Interest from corporate debt instruments2012-12-31$11,175,509
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$434,525,801
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$399,198,089
2011 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$190,424,658
Total transfer of assets from this plan2011-12-31$105,567,501
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,364,139
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$399,198,089
Value of total assets at beginning of year2011-12-31$303,976,793
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$10,364,139
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Value of net income/loss2011-12-31$10,364,139
Value of net assets at end of year (total assets less liabilities)2011-12-31$399,198,089
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$303,976,793
Income. Interest from corporate debt instruments2011-12-31$10,364,139
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$399,198,089
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$303,976,793
2010 : UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$130,833,250
Total transfer of assets from this plan2010-12-31$77,915,268
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$8,582,066
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$0
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$303,976,793
Value of total assets at beginning of year2010-12-31$242,476,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$8,582,066
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Value of net income/loss2010-12-31$8,582,066
Value of net assets at end of year (total assets less liabilities)2010-12-31$303,976,793
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$242,476,745
Income. Interest from US Government securities2010-12-31$8,582,066
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$303,976,793
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$242,476,745

Form 5500 Responses for UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST

2019: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2019 form 5500 responses
2019-01-01Type of plan entityDFE (Diect Filing Entity)
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2018: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2018 form 5500 responses
2018-01-01Type of plan entityDFE (Diect Filing Entity)
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2017: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2017 form 5500 responses
2017-01-01Type of plan entityDFE (Diect Filing Entity)
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2016: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2016 form 5500 responses
2016-01-01Type of plan entityDFE (Diect Filing Entity)
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2015: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2015 form 5500 responses
2015-01-01Type of plan entityDFE (Diect Filing Entity)
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2014: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2014 form 5500 responses
2014-01-01Type of plan entityDFE (Diect Filing Entity)
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2013: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2013 form 5500 responses
2013-01-01Type of plan entityDFE (Diect Filing Entity)
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2012: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2012 form 5500 responses
2012-01-01Type of plan entityDFE (Diect Filing Entity)
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2011: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2011 form 5500 responses
2011-01-01Type of plan entityDFE (Diect Filing Entity)
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2010: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2010 form 5500 responses
2010-01-01Type of plan entityDFE (Diect Filing Entity)
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2009: UNIFIED TRUST COMPANY NA STABLE VALUE GROUP TRUST 2009 form 5500 responses
2009-01-01Type of plan entityDFE (Diect Filing Entity)
2009-01-01First time form 5500 has been submittedYes
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo

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