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  2. Union Savings Bank
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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Union Savings Bank

EIN 06-0570800-banking-Latest filing 2025
Plans
3
Retirement
2
$203.5M assets
Health & Benefits
1
$4.9M premiums
Participants
1,654
225 MAIN ST. - DANBURY, CT 068130647203-830-4200unionsavings.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#007Traditional DB-$120.5M - 632 part#002401(k)-$83.0M - 508 part#502Fully insured-$4.9M - 514 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $203.5M assets / 1,140 participants

Assets by plan

Share of aggregate retirement assets

  • BANK RETIREMENT PLAN (#007)$120.5M
  • PLAN AND TRUST (#002)$83.0M
Total $203.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BANK RETIREMENT PLAN (#007)632
  • PLAN AND TRUST (#002)508
Total 1,140Select a row to open it

Benefits portfolio analytics

1 plan / $4.9M premiums / 514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.4M
  • Dental$239K
  • Life$121K
  • Long-term disability$49K
  • Vision$27K
  • Other$19K
Total $4.9M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#007

UNION SAVINGS BANK RETIREMENT PLAN

Traditional DB

Assets$120.5M
Participants632
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$83.0M
Participants508
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

UNION SAVINGS BANK EMPLOYEE BENEFIT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.9M
Covered lives514
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#007UNION SAVINGS BANK RETIREMENT PLANTraditional DB$120.5M6322025
#002UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST401(k)$83.0M5082025
  • UNION SAVINGS BANK RETIREMENT PLAN$120.5M
    #007 · Traditional DB · 2025632
  • UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN AND TRUST$83.0M
    #002 · 401(k) · 2025508

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502UNION SAVINGS BANK EMPLOYEE BENEFIT PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$4.9M5142025
  • UNION SAVINGS BANK EMPLOYEE BENEFIT PLAN$4.9M
    #502 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025514
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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