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Sponsor portfolioTH

UNION SAVINGS BANK

EIN 06-0570800-banking-Latest filing 2024
Plans
3
Retirement
2
$191.5M assets
Welfare
1
$4.7M premiums
Participants
1,626
225 MAIN ST. - DANBURY, CT 06810203-830-4200unionsavings.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#007TraditionalDB-$114.6M - 611 part#002401k-$76.9M - 506 part#502Fully Insured-$4.7M - 509 lives

Retirement portfolio analytics

2 plans aggregated / $191.5M assets / 1,117 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • BANK RETIREMENT PLAN (#007)60%
  • PLAN & TRUST (#002)40%
Total $191.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • BANK RETIREMENT PLAN (#007)611
  • PLAN & TRUST (#002)506
Total 1,117Click row to drill in

Benefits portfolio analytics

1 plan / $4.7M premiums / 509 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.2M
  • Dental$223K
  • Life$120K
  • Long-term disability$48K
  • Vision$27K
  • Other$18K
Total $4.7M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • UNITEDHEALTHCARE INSURANCE COMPANY90%
  • DELTA DENTAL OF CALIFORNIA5%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA4%
  • AETNA LIFE INSURANCE COMPANY1%
Total $4.7M4 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • CLEARY BENEFITS GROUP, INC.74%
  • GALLAGHER BENEFIT SERVICES, INC.26%
  • IMG0%
Total $117K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

UNION SAVINGS BANK RETIREMENT PLAN

TraditionalDB

Assets$114.6M
Participants611
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

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

401k

Assets$76.9M
Participants506
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

UNION SAVINGS BANK EMPLOYEE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.7M
Covered lives509
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
007UNION SAVINGS BANK RETIREMENT PLANTraditionalDB$114.6M6112024
002UNION SAVINGS BANK 401(K) PROFIT SHARING PLAN & TRUST401k$76.9M5062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502UNION SAVINGS BANK EMPLOYEE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.7M5092024
Retirement plans
Welfare plans
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