Union Savings Bank — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 (EIN 31-0473290) is a plan sponsor located in Cincinnati, OH with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
31-0473290
Location
Cincinnati, OH
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$41,948,633
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$41,948,633

Contributions & income

Employer contributions
$639,548
Participant contributions
$2,165,954
Total income / additions
$7,648,757

Expenses & distributions

Benefits paid / distributions
$5,499,250
Total expenses
$5,590,145
Net increase / (decrease)
$2,058,612

Coverage

Total reported participants
1,246
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Union Savings Bank plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Union Savings Bank 401(K) Plan002696$41,948,6332023
Union Savings Bank Flexible Benefits Plan501550not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Union Savings Bank
YearPlanParticipantsSchedulesFiling
2023Union Savings Bank Flexible Benefits Plan55020240521152342NAL0001245491001
2023Union Savings Bank 401(K) Plan696H, C20241011125032NAL0010928499001

Related Form 5500 pages