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Sponsor portfolio

UNION SAVINGS BANK

EIN 31-0473290-banking-Latest filing 2025
Plans
2
Retirement
1
$44.5M assets
Welfare
1
$712K premiums
Participants
765
8805 GOVERNORS HILL DRIVE - CINCINNATI, OH 45249513-605-5347usavingsbank.comLinkedIn501-1000 employeesbanking
Plans on this EIN
2 filings
#002401k-$44.5M - 616 part#501Mixed-$712K - 448 lives

Benefits portfolio analytics

1 plan / $712K premiums / 448 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$279K
  • Dental$267K
  • Short-term disability$242K
  • Long-term disability$242K
  • Life$202K
  • Vision$38K
Total $712K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
63%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA63%
  • STARMOUNT LIFE INSURANCE COMPANY32%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA5%
Total $712K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
  • WATCHTOWER BENEFITS, LLC0%
Total $118K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

UNION SAVINGS BANK 401(K) PLAN

401k

Assets$44.5M
Participants616
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

UNION SAVINGS BANK FLEXIBLE BENEFITS PLAN

Mixed - STARMOUNT LIFE INSURANCE COMPANY

Premiums$712K
Covered lives448
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002UNION SAVINGS BANK 401(K) PLAN401k$44.5M6162024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501UNION SAVINGS BANK FLEXIBLE BENEFITS PLANMixedSTARMOUNT LIFE INSURANCE COMPANY$712K4482025
Retirement plans
Welfare plans
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