2023 Form 5500 filing — Union Savings Bank Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015072616NAL0014192755001) for Union Savings Bank Retirement Plan, reported by Union Savings Bank under EIN 06-0570800 and plan number 007. It reports 598 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015072616NAL0014192755001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Union Savings Bank
- EIN
- 06-0570800
- Plan number
- 007
- Location
- Danbury, CT
- Participants
- 598
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $115,682,652
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $115,682,652
- Employer contributions
- $2,000,000
- Total income / additions
- $14,964,702
- Benefits paid
- $4,978,480
- Administrative expenses
- $426,514
- Total expenses
- $5,404,994
- Net increase / (decrease)
- $9,559,708
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | NONE | $206,420 | not reported in the loaded dataset |
| Bank Of America, N.A., Ny | NONE | $79,625 | not reported in the loaded dataset |
| Fiducient Advisors | NONE | $64,561 | not reported in the loaded dataset |
| Wolf And Company Llp | NONE | $18,500 | not reported in the loaded dataset |