Union Savings Bank Retirement Plan — Form 5500 plan (Union Savings Bank)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Union Savings Bank Retirement Plan is a benefit plan reported by Union Savings Bank under EIN 06-0570800 and plan number 007. The latest loaded filing year is 2023. The filing reports 598 participants and $115,682,652 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Union Savings Bank
- EIN
- 06-0570800
- Plan number
- 007
- Plan type
- 2
- Location
- Danbury, CT
- Latest filing year
- 2023
- Participants
- 598
- End-of-year plan assets
- $115,682,652
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 598 | H, C | 20241015072616NAL0014192755001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $115,682,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,682,652
- Net assets (BOY)
- $106,122,944
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $14,964,702
Expenses & distributions
- Benefits paid
- $4,978,480
- Administrative expenses
- $426,514
- Total expenses
- $5,404,994
- Net increase / (decrease)
- $9,559,708
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $206,420 | not reported in the loaded dataset | 2023 |
| Bank Of America, N.A., Ny | NONE | $79,625 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors | NONE | $64,561 | not reported in the loaded dataset | 2023 |
| Wolf And Company Llp | NONE | $18,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Union Savings Bank
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Danbury, CT
- Empower Annuity Insurance Company — Schedule C compensation
- Bank Of America, N.A., Ny — Schedule C compensation
- Fiducient Advisors — Schedule C compensation
- Wolf And Company Llp — Schedule C compensation