Paul H.Bruce signed Union Savings Bank's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Union Savings Bank's EIN is 06-0570800.
Download the official 2024 Form 5500 (PDF) for Union Savings Bank from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Union Savings Bank's plan includes a defined-benefit pension formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | — | NONE | $175K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SUN LIFE INVESTMENT MANAGEMENT US | — | — | NONE | $104K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index | Mutual Funds | — | $9.1M | $20.0M | 17.5% | |
| Dodge & Cox Dodge & Cox International | Mutual Funds | — | $5.1M | $6.5M | 5.6% | |
| MFS Instl International Equity | Mutual Funds | — | $4.4M | $6.4M | 5.6% | |
| Diamond Hill Funds Diamond Hill Small-Mid Cap Y | Other securities | — | $2.6M | $3.3M | 2.9% | |
| Eaton Vance Eaton Vance Atlanta Cpt SMID | Other securities | — | $2.3M | $3.2M | 2.8% | |
| Hartford Mutual Funds Hartford Schrod Emerg Mkts Equity Inv | Other securities | — | $2.6M | $2.8M | 2.4% | |
| Principal Diversified Real Asset | Other securities | — | $1.7M | $1.7M | 1.5% | |
| Cohen & Steers Cohen & Steers Instl Gbl Rlty | Other securities | — | $1.7M | $1.7M | 1.5% | |
| UNITED STATES OF AMERICA TREASURY STRIPS At 912834XW3 Maturity 0 8/15/54 | Other securities | — | $1.5M | $1.3M | 1.1% | |
| UNITED STATES OF AMERICA TREASURY STRIPS At 912834XG8 Maturity 0 8/15/51 | Other securities | — | $1.1M | $743K | 0.6% | |
| PRUDENTIAL SHORT-TERM PRUDENTIAL RETIREMENT INS · EIN 06-1050034 / PN 041 | Pooled Separate Account | — | $576K | $577K | 0.5% | |
| UNITED STATES OF AMERICA TREASURY STRIPS At 912834VV7 Maturity 0 5/15/50 | Other securities | — | $576K | $522K | 0.5% | |
| As of: 31-DEC-2024 Account : Union Savings Bank Base Currency : USD Security ID Description of Investment Quantity Cost Current Value UNITED STATES OF AMERICA TREASURY STRIPS At 912834UY2 Maturity 0 8/15/49 | Other securities | — | $1.1M | $506K | 0.4% | |
| UNITED STATES OF AMERICA TREASURY STRIPS At 912834WC8 Maturity 0 8/15/50 | Other securities | — | $497K | $419K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| FIDUCIENT ADVISORS LLC |
| — |
| — |
| NONE |
| $49K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSION BENEFIT GUARANTY CORPORATIO | — | — | NONE | $60K | — |
| BANK OF AMERICA N.A. | — | — | NONE | $54K | — |
| WOLF & COMPANY | — | — | NONE | $17K | — |
