UNION SAVINGS BANK has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNION SAVINGS BANK RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2023: UNION SAVINGS BANK RETIREMENT PLAN 2023 401k membership |
|---|
| Total participants, beginning-of-year | 2023-01-01 | 598 |
| Total number of active participants reported on line 7a of the Form 5500 | 2023-01-01 | 306 |
| Number of retired or separated participants receiving benefits | 2023-01-01 | 139 |
| Number of other retired or separated participants entitled to future benefits | 2023-01-01 | 145 |
| Total of all active and inactive participants | 2023-01-01 | 590 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2023-01-01 | 8 |
| Total participants | 2023-01-01 | 598 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2023-01-01 | 6 |
| 2022: UNION SAVINGS BANK RETIREMENT PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-12-31 | 132,119,576 |
| Acturial value of plan assets | 2022-12-31 | 132,119,576 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 40,654,014 |
| Number of terminated vested participants | 2022-12-31 | 141 |
| Fundng target for terminated vested participants | 2022-12-31 | 12,668,972 |
| Active participant vested funding target | 2022-12-31 | 24,565,980 |
| Number of active participants | 2022-12-31 | 300 |
| Total funding liabilities for active participants | 2022-12-31 | 25,207,470 |
| Total participant count | 2022-12-31 | 588 |
| Total funding target for all participants | 2022-12-31 | 78,530,456 |
| Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 31,175,801 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
| Amount remaining of carryover balance | 2022-12-31 | 0 |
| Amount remaining of prefunding balance | 2022-12-31 | 31,175,801 |
| Present value of excess contributions | 2022-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2022-12-31 | 33,994,093 |
| Total employer contributions | 2022-12-31 | 7,000,000 |
| Total employee contributions | 2022-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 6,650,943 |
| Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-12-31 | 1,899,658 |
| Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
| Waiver amortization installment | 2022-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
| Additional cash requirement | 2022-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 6,650,943 |
| Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
| Total participants, beginning-of-year | 2022-01-01 | 618 |
| Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 306 |
| Number of retired or separated participants receiving benefits | 2022-01-01 | 137 |
| Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 147 |
| Total of all active and inactive participants | 2022-01-01 | 590 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 8 |
| Total participants | 2022-01-01 | 598 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 8 |
| 2021: UNION SAVINGS BANK RETIREMENT PLAN 2021 401k membership |
|---|
| Market value of plan assets | 2021-12-31 | 127,380,885 |
| Acturial value of plan assets | 2021-12-31 | 127,380,885 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 39,454,282 |
| Number of terminated vested participants | 2021-12-31 | 129 |
| Fundng target for terminated vested participants | 2021-12-31 | 12,221,297 |
| Active participant vested funding target | 2021-12-31 | 23,095,201 |
| Number of active participants | 2021-12-31 | 333 |
| Total funding liabilities for active participants | 2021-12-31 | 23,797,493 |
| Total participant count | 2021-12-31 | 607 |
| Total funding target for all participants | 2021-12-31 | 75,473,072 |
| Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 26,698,468 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
| Amount remaining of carryover balance | 2021-12-31 | 0 |
| Amount remaining of prefunding balance | 2021-12-31 | 26,698,468 |
| Present value of excess contributions | 2021-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2021-12-31 | 31,175,801 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-12-31 | 1,750,516 |
| Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
| Waiver amortization installment | 2021-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
| Additional cash requirement | 2021-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
| Total participants, beginning-of-year | 2021-01-01 | 607 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 330 |
| Number of retired or separated participants receiving benefits | 2021-01-01 | 140 |
| Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 141 |
| Total of all active and inactive participants | 2021-01-01 | 611 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 7 |
| Total participants | 2021-01-01 | 618 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 22 |
| 2020: UNION SAVINGS BANK RETIREMENT PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 112,428,359 |
| Acturial value of plan assets | 2020-12-31 | 112,428,359 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 39,267,063 |
| Number of terminated vested participants | 2020-12-31 | 124 |
| Fundng target for terminated vested participants | 2020-12-31 | 11,576,164 |
| Active participant vested funding target | 2020-12-31 | 23,900,497 |
| Number of active participants | 2020-12-31 | 316 |
| Total funding liabilities for active participants | 2020-12-31 | 24,732,338 |
| Total participant count | 2020-12-31 | 579 |
| Total funding target for all participants | 2020-12-31 | 75,575,565 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 21,898,350 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 21,898,350 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 26,698,468 |
| Total employer contributions | 2020-12-31 | 0 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 1,589,794 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Additional cash requirement | 2020-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 579 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 333 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 139 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 129 |
| Total of all active and inactive participants | 2020-01-01 | 601 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 6 |
| Total participants | 2020-01-01 | 607 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 10 |
| 2019: UNION SAVINGS BANK RETIREMENT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 95,223,572 |
| Acturial value of plan assets | 2019-12-31 | 95,223,572 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 37,167,147 |
| Number of terminated vested participants | 2019-12-31 | 113 |
| Fundng target for terminated vested participants | 2019-12-31 | 9,924,878 |
| Active participant vested funding target | 2019-12-31 | 23,853,985 |
| Number of active participants | 2019-12-31 | 331 |
| Total funding liabilities for active participants | 2019-12-31 | 24,700,744 |
| Total participant count | 2019-12-31 | 576 |
| Total funding target for all participants | 2019-12-31 | 71,792,769 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 2,019,381 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 31,812,556 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
| Amount remaining of carryover balance | 2019-12-31 | 2,019,381 |
| Amount remaining of prefunding balance | 2019-12-31 | 31,812,556 |
| Present value of excess contributions | 2019-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 1,915,989 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 8,285,403 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 21,898,350 |
| Total employer contributions | 2019-12-31 | 0 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 1,532,453 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Additional cash requirement | 2019-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 576 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 316 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 133 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 124 |
| Total of all active and inactive participants | 2019-01-01 | 573 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 6 |
| Total participants | 2019-01-01 | 579 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 20 |
| 2018: UNION SAVINGS BANK RETIREMENT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 103,327,869 |
| Acturial value of plan assets | 2018-12-31 | 103,327,869 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 34,793,993 |
| Number of terminated vested participants | 2018-12-31 | 102 |
| Fundng target for terminated vested participants | 2018-12-31 | 8,858,437 |
| Active participant vested funding target | 2018-12-31 | 23,500,188 |
| Number of active participants | 2018-12-31 | 323 |
| Total funding liabilities for active participants | 2018-12-31 | 24,399,224 |
| Total participant count | 2018-12-31 | 553 |
| Total funding target for all participants | 2018-12-31 | 68,051,654 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 3,435,679 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 23,811,662 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
| Amount remaining of carryover balance | 2018-12-31 | 3,435,679 |
| Amount remaining of prefunding balance | 2018-12-31 | 23,811,662 |
| Present value of excess contributions | 2018-12-31 | 4,653,355 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 4,933,952 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 4,933,952 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 1,858,813 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 2,019,381 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 31,812,556 |
| Total employer contributions | 2018-12-31 | 0 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 1,444,278 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Additional cash requirement | 2018-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 553 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 331 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 127 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 113 |
| Total of all active and inactive participants | 2018-01-01 | 571 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 5 |
| Total participants | 2018-01-01 | 576 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 14 |
| 2017: UNION SAVINGS BANK RETIREMENT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 89,604,326 |
| Acturial value of plan assets | 2017-12-31 | 89,604,326 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 31,532,141 |
| Number of terminated vested participants | 2017-12-31 | 84 |
| Fundng target for terminated vested participants | 2017-12-31 | 6,139,543 |
| Active participant vested funding target | 2017-12-31 | 22,316,174 |
| Number of active participants | 2017-12-31 | 321 |
| Total funding liabilities for active participants | 2017-12-31 | 23,369,349 |
| Total participant count | 2017-12-31 | 523 |
| Total funding target for all participants | 2017-12-31 | 61,041,033 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 9,021,332 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 20,734,469 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
| Amount remaining of carryover balance | 2017-12-31 | 9,021,332 |
| Amount remaining of prefunding balance | 2017-12-31 | 20,734,469 |
| Present value of excess contributions | 2017-12-31 | 1,757,014 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,866,300 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 1,866,300 |
| Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 6,112,499 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 3,435,679 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 23,811,662 |
| Total employer contributions | 2017-12-31 | 5,000,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 4,653,355 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 1,315,952 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 4,653,355 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 523 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 323 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 124 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 102 |
| Total of all active and inactive participants | 2017-01-01 | 549 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 4 |
| Total participants | 2017-01-01 | 553 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
| 2016: UNION SAVINGS BANK RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 84,059,503 |
| Acturial value of plan assets | 2016-12-31 | 84,059,503 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 27,653,469 |
| Number of terminated vested participants | 2016-12-31 | 66 |
| Fundng target for terminated vested participants | 2016-12-31 | 5,250,682 |
| Active participant vested funding target | 2016-12-31 | 22,454,603 |
| Number of active participants | 2016-12-31 | 330 |
| Total funding liabilities for active participants | 2016-12-31 | 23,675,258 |
| Total participant count | 2016-12-31 | 507 |
| Total funding target for all participants | 2016-12-31 | 56,579,409 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 9,070,312 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 16,789,809 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
| Amount remaining of carryover balance | 2016-12-31 | 9,070,312 |
| Amount remaining of prefunding balance | 2016-12-31 | 16,789,809 |
| Present value of excess contributions | 2016-12-31 | 3,792,242 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 4,035,325 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 4,035,325 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 9,021,332 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 20,734,469 |
| Total employer contributions | 2016-12-31 | 3,000,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 2,839,735 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 1,082,721 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 1,082,721 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Additional cash requirement | 2016-12-31 | 1,082,721 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 2,839,735 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 507 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 321 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 114 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 84 |
| Total of all active and inactive participants | 2016-01-01 | 519 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 4 |
| Total participants | 2016-01-01 | 523 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 8 |
| 2015: UNION SAVINGS BANK RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 512 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 330 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 108 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 66 |
| Total of all active and inactive participants | 2015-01-01 | 504 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3 |
| Total participants | 2015-01-01 | 507 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 11 |
| 2014: UNION SAVINGS BANK RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-07-01 | 567 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-07-01 | 342 |
| Number of retired or separated participants receiving benefits | 2014-07-01 | 98 |
| Number of other retired or separated participants entitled to future benefits | 2014-07-01 | 69 |
| Total of all active and inactive participants | 2014-07-01 | 509 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-07-01 | 3 |
| Total participants | 2014-07-01 | 512 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-07-01 | 12 |
| 2013: UNION SAVINGS BANK RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-07-01 | 537 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-07-01 | 360 |
| Number of retired or separated participants receiving benefits | 2013-07-01 | 90 |
| Number of other retired or separated participants entitled to future benefits | 2013-07-01 | 114 |
| Total of all active and inactive participants | 2013-07-01 | 564 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-07-01 | 3 |
| Total participants | 2013-07-01 | 567 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-07-01 | 24 |
| 2012: UNION SAVINGS BANK RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-07-01 | 534 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-07-01 | 354 |
| Number of retired or separated participants receiving benefits | 2012-07-01 | 73 |
| Number of other retired or separated participants entitled to future benefits | 2012-07-01 | 107 |
| Total of all active and inactive participants | 2012-07-01 | 534 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-07-01 | 3 |
| Total participants | 2012-07-01 | 537 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-07-01 | 33 |
| 2011: UNION SAVINGS BANK RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-07-01 | 546 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-07-01 | 348 |
| Number of retired or separated participants receiving benefits | 2011-07-01 | 57 |
| Number of other retired or separated participants entitled to future benefits | 2011-07-01 | 103 |
| Total of all active and inactive participants | 2011-07-01 | 508 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-07-01 | 3 |
| Total participants | 2011-07-01 | 511 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-07-01 | 52 |
| 2009: UNION SAVINGS BANK RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-07-01 | 389 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-07-01 | 393 |
| Number of retired or separated participants receiving benefits | 2009-07-01 | 53 |
| Number of other retired or separated participants entitled to future benefits | 2009-07-01 | 79 |
| Total of all active and inactive participants | 2009-07-01 | 525 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-07-01 | 3 |
| Total participants | 2009-07-01 | 528 |
| Number of participants with account balances | 2009-07-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-07-01 | 14 |
| Measure | Date | Value |
|---|
| 2023 : UNION SAVINGS BANK RETIREMENT PLAN 2023 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2023-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-12-31 | $0 |
| Total income from all sources (including contributions) | 2023-12-31 | $14,964,702 |
| Total loss/gain on sale of assets | 2023-12-31 | $0 |
| Total of all expenses incurred | 2023-12-31 | $5,404,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $4,978,480 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $2,000,000 |
| Value of total assets at end of year | 2023-12-31 | $115,682,652 |
| Value of total assets at beginning of year | 2023-12-31 | $106,122,944 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $426,514 |
| Total interest from all sources | 2023-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $875,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $875,530 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $506,567 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $498,347 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-12-31 | $419,542 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-12-31 | $313,086 |
| Other income not declared elsewhere | 2023-12-31 | $3,417,713 |
| Administrative expenses (other) incurred | 2023-12-31 | $220,094 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $9,559,708 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $115,682,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $106,122,944 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $57,338,298 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $54,529,327 |
| Value of interest in pooled separate accounts at end of year | 2023-12-31 | $2,344,106 |
| Value of interest in pooled separate accounts at beginning of year | 2023-12-31 | $4,501,542 |
| Asset value of US Government securities at end of year | 2023-12-31 | $14,763,170 |
| Asset value of US Government securities at beginning of year | 2023-12-31 | $15,192,307 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $8,623,901 |
| Net investment gain/loss from pooled separate accounts | 2023-12-31 | $47,558 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $4,978,480 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-12-31 | $24,722,024 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-12-31 | $18,911,541 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-12-31 | $15,588,945 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-12-31 | $12,176,794 |
| Contract administrator fees | 2023-12-31 | $206,420 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2023-12-31 | 042689883 |
| Total unrealized appreciation/depreciation of assets | 2023-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2023-01-01 | $0 |
| Total income from all sources (including contributions) | 2023-01-01 | $14,964,702 |
| Total loss/gain on sale of assets | 2023-01-01 | $0 |
| Total of all expenses incurred | 2023-01-01 | $5,404,994 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $4,978,480 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $2,000,000 |
| Value of total assets at end of year | 2023-01-01 | $115,682,652 |
| Value of total assets at beginning of year | 2023-01-01 | $106,122,944 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $426,514 |
| Total interest from all sources | 2023-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $875,530 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $875,530 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $506,567 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $498,347 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2023-01-01 | $419,542 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2023-01-01 | $313,086 |
| Other income not declared elsewhere | 2023-01-01 | $3,417,713 |
| Administrative expenses (other) incurred | 2023-01-01 | $220,094 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $9,559,708 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $115,682,652 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $106,122,944 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $57,338,298 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $54,529,327 |
| Value of interest in pooled separate accounts at end of year | 2023-01-01 | $2,344,106 |
| Value of interest in pooled separate accounts at beginning of year | 2023-01-01 | $4,501,542 |
| Asset value of US Government securities at end of year | 2023-01-01 | $14,763,170 |
| Asset value of US Government securities at beginning of year | 2023-01-01 | $15,192,307 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $8,623,901 |
| Net investment gain/loss from pooled separate accounts | 2023-01-01 | $47,558 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $4,978,480 |
| Asset. Corporate debt instrument preferred debt at end of year | 2023-01-01 | $24,722,024 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2023-01-01 | $18,911,541 |
| Asset. Corporate debt instrument debt (other) at end of year | 2023-01-01 | $15,588,945 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2023-01-01 | $12,176,794 |
| Contract administrator fees | 2023-01-01 | $206,420 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2023-01-01 | 042689883 |
| 2022 : UNION SAVINGS BANK RETIREMENT PLAN 2022 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
| Total income from all sources (including contributions) | 2022-12-31 | $-19,583,984 |
| Total loss/gain on sale of assets | 2022-12-31 | $0 |
| Total of all expenses incurred | 2022-12-31 | $6,412,648 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,914,780 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $7,000,000 |
| Value of total assets at end of year | 2022-12-31 | $106,122,944 |
| Value of total assets at beginning of year | 2022-12-31 | $132,119,576 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $497,868 |
| Total interest from all sources | 2022-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $763,946 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $763,946 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $498,347 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $655,631 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $313,086 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $295,780 |
| Other income not declared elsewhere | 2022-12-31 | $-16,777,362 |
| Administrative expenses (other) incurred | 2022-12-31 | $497,868 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-25,996,632 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $106,122,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $132,119,576 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $54,529,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $67,274,192 |
| Value of interest in pooled separate accounts at end of year | 2022-12-31 | $4,501,542 |
| Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $645,591 |
| Asset value of US Government securities at end of year | 2022-12-31 | $15,192,307 |
| Asset value of US Government securities at beginning of year | 2022-12-31 | $26,236,668 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,589,166 |
| Net investment gain/loss from pooled separate accounts | 2022-12-31 | $18,598 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $7,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,914,780 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $18,911,541 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $19,293,619 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $12,176,794 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $17,718,095 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2022-12-31 | 042689883 |
| Total unrealized appreciation/depreciation of assets | 2022-01-01 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-01-01 | $0 |
| Total income from all sources (including contributions) | 2022-01-01 | $-19,583,984 |
| Total loss/gain on sale of assets | 2022-01-01 | $0 |
| Total of all expenses incurred | 2022-01-01 | $6,412,648 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $5,914,780 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $7,000,000 |
| Value of total assets at end of year | 2022-01-01 | $106,122,944 |
| Value of total assets at beginning of year | 2022-01-01 | $132,119,576 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $497,868 |
| Total interest from all sources | 2022-01-01 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $763,946 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $763,946 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $10,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $498,347 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-01-01 | $655,631 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-01-01 | $313,086 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-01-01 | $295,780 |
| Other income not declared elsewhere | 2022-01-01 | $-16,777,362 |
| Administrative expenses (other) incurred | 2022-01-01 | $497,868 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-25,996,632 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $106,122,944 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $132,119,576 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $54,529,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $67,274,192 |
| Value of interest in pooled separate accounts at end of year | 2022-01-01 | $4,501,542 |
| Value of interest in pooled separate accounts at beginning of year | 2022-01-01 | $645,591 |
| Asset value of US Government securities at end of year | 2022-01-01 | $15,192,307 |
| Asset value of US Government securities at beginning of year | 2022-01-01 | $26,236,668 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-10,589,166 |
| Net investment gain/loss from pooled separate accounts | 2022-01-01 | $18,598 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $7,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $5,914,780 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-01-01 | $18,911,541 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-01-01 | $19,293,619 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-01-01 | $12,176,794 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-01-01 | $17,718,095 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2022-01-01 | 042689883 |
| 2021 : UNION SAVINGS BANK RETIREMENT PLAN 2021 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total income from all sources (including contributions) | 2021-12-31 | $11,226,398 |
| Total loss/gain on sale of assets | 2021-12-31 | $0 |
| Total of all expenses incurred | 2021-12-31 | $6,487,706 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $6,002,053 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
| Value of total assets at end of year | 2021-12-31 | $132,119,576 |
| Value of total assets at beginning of year | 2021-12-31 | $127,380,884 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $485,653 |
| Total interest from all sources | 2021-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,015,554 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,015,554 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $655,631 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $681,777 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $295,780 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $269,527 |
| Other income not declared elsewhere | 2021-12-31 | $-1,703,311 |
| Administrative expenses (other) incurred | 2021-12-31 | $485,653 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $4,738,692 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $132,119,576 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $127,380,884 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $67,274,192 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $68,202,406 |
| Value of interest in pooled separate accounts at end of year | 2021-12-31 | $645,591 |
| Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $632,616 |
| Asset value of US Government securities at end of year | 2021-12-31 | $26,236,668 |
| Asset value of US Government securities at beginning of year | 2021-12-31 | $22,636,635 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $11,913,474 |
| Net investment gain/loss from pooled separate accounts | 2021-12-31 | $681 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $6,002,053 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $19,293,619 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $20,518,789 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $17,718,095 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $14,439,134 |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Disclaimer |
| Accountancy firm name | 2021-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2021-12-31 | 042689883 |
| 2020 : UNION SAVINGS BANK RETIREMENT PLAN 2020 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $18,554,393 |
| Total loss/gain on sale of assets | 2020-12-31 | $0 |
| Total of all expenses incurred | 2020-12-31 | $3,601,867 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $3,134,273 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
| Value of total assets at end of year | 2020-12-31 | $127,380,884 |
| Value of total assets at beginning of year | 2020-12-31 | $112,428,358 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $467,594 |
| Total interest from all sources | 2020-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $870,673 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $870,673 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $681,777 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $125,009 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $269,527 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $266,185 |
| Other income not declared elsewhere | 2020-12-31 | $9,063,389 |
| Administrative expenses (other) incurred | 2020-12-31 | $467,594 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $14,952,526 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $127,380,884 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $112,428,358 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $68,202,406 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $56,500,576 |
| Value of interest in pooled separate accounts at end of year | 2020-12-31 | $632,616 |
| Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $417,120 |
| Asset value of US Government securities at end of year | 2020-12-31 | $22,636,635 |
| Asset value of US Government securities at beginning of year | 2020-12-31 | $26,080,510 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $8,615,605 |
| Net investment gain/loss from pooled separate accounts | 2020-12-31 | $4,726 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $3,134,273 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $20,518,789 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $18,835,347 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $14,439,134 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $10,203,611 |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2020-12-31 | 042689883 |
| 2019 : UNION SAVINGS BANK RETIREMENT PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,801,303 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $3,801,303 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,801,303 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $3,801,303 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $20,509,308 |
| Total income from all sources (including contributions) | 2019-12-31 | $20,509,308 |
| Total loss/gain on sale of assets | 2019-12-31 | $959,056 |
| Total loss/gain on sale of assets | 2019-12-31 | $959,056 |
| Total of all expenses incurred | 2019-12-31 | $3,304,522 |
| Total of all expenses incurred | 2019-12-31 | $3,304,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,959,150 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $2,959,150 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
| Value of total assets at end of year | 2019-12-31 | $112,428,358 |
| Value of total assets at end of year | 2019-12-31 | $112,428,358 |
| Value of total assets at beginning of year | 2019-12-31 | $95,223,572 |
| Value of total assets at beginning of year | 2019-12-31 | $95,223,572 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $345,372 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $345,372 |
| Total interest from all sources | 2019-12-31 | $635,818 |
| Total interest from all sources | 2019-12-31 | $635,818 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,679,732 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $1,679,732 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,679,732 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $1,679,732 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $125,009 |
| Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $125,009 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $266,185 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $266,185 |
| Other income not declared elsewhere | 2019-12-31 | $1,950 |
| Other income not declared elsewhere | 2019-12-31 | $1,950 |
| Administrative expenses (other) incurred | 2019-12-31 | $345,372 |
| Administrative expenses (other) incurred | 2019-12-31 | $345,372 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $17,204,786 |
| Value of net income/loss | 2019-12-31 | $17,204,786 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $112,428,358 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $112,428,358 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $95,223,572 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $95,223,572 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $56,500,576 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $56,500,576 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $82,631,701 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $82,631,701 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $417,120 |
| Value of interest in pooled separate accounts at end of year | 2019-12-31 | $417,120 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $12,591,871 |
| Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $12,591,871 |
| Interest earned on other investments | 2019-12-31 | $612 |
| Interest earned on other investments | 2019-12-31 | $612 |
| Income. Interest from US Government securities | 2019-12-31 | $106,145 |
| Income. Interest from US Government securities | 2019-12-31 | $106,145 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $529,276 |
| Income. Interest from corporate debt instruments | 2019-12-31 | $529,276 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $-215 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $-215 |
| Asset value of US Government securities at end of year | 2019-12-31 | $26,080,510 |
| Asset value of US Government securities at end of year | 2019-12-31 | $26,080,510 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,583,507 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $12,583,507 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $847,942 |
| Net investment gain/loss from pooled separate accounts | 2019-12-31 | $847,942 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,959,150 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $2,959,150 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $18,835,347 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $18,835,347 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $10,203,611 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $10,203,611 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $34,595,209 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $34,595,209 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $33,636,153 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $33,636,153 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm name | 2019-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2019-12-31 | 042689883 |
| Accountancy firm EIN | 2019-12-31 | 042689883 |
| 2018 : UNION SAVINGS BANK RETIREMENT PLAN 2018 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-3,286,809 |
| Total loss/gain on sale of assets | 2018-12-31 | $0 |
| Total of all expenses incurred | 2018-12-31 | $2,889,316 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $2,680,903 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $2,000,000 |
| Value of total assets at end of year | 2018-12-31 | $95,223,572 |
| Value of total assets at beginning of year | 2018-12-31 | $101,399,697 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $208,413 |
| Total interest from all sources | 2018-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,017,583 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,017,583 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Administrative expenses (other) incurred | 2018-12-31 | $208,413 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-6,176,125 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $95,223,572 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $101,399,697 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $82,631,701 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $88,064,563 |
| Value of interest in pooled separate accounts at end of year | 2018-12-31 | $12,591,871 |
| Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $13,335,134 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-6,745,445 |
| Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-558,947 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $2,680,903 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2018-12-31 | 042689883 |
| 2017 : UNION SAVINGS BANK RETIREMENT PLAN 2017 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $14,669,810 |
| Total loss/gain on sale of assets | 2017-12-31 | $0 |
| Total of all expenses incurred | 2017-12-31 | $2,874,439 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $2,665,470 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $3,000,000 |
| Value of total assets at end of year | 2017-12-31 | $101,399,697 |
| Value of total assets at beginning of year | 2017-12-31 | $89,604,326 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $208,969 |
| Total interest from all sources | 2017-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $1,725,749 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $1,725,749 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Administrative expenses (other) incurred | 2017-12-31 | $208,969 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $11,795,371 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $101,399,697 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $89,604,326 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $88,064,563 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $78,146,180 |
| Value of interest in pooled separate accounts at end of year | 2017-12-31 | $13,335,134 |
| Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $11,458,146 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $8,829,909 |
| Net investment gain/loss from pooled separate accounts | 2017-12-31 | $1,114,152 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $3,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $2,665,470 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2017-12-31 | 042689883 |
| 2016 : UNION SAVINGS BANK RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $7,926,212 |
| Total loss/gain on sale of assets | 2016-12-31 | $0 |
| Total of all expenses incurred | 2016-12-31 | $2,381,389 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $2,210,237 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $3,000,000 |
| Value of total assets at end of year | 2016-12-31 | $89,604,326 |
| Value of total assets at beginning of year | 2016-12-31 | $84,059,503 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $171,152 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Administrative expenses (other) incurred | 2016-12-31 | $171,152 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $5,544,823 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $89,604,326 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $84,059,503 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $78,146,180 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $73,104,427 |
| Value of interest in pooled separate accounts at end of year | 2016-12-31 | $11,458,146 |
| Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $10,955,076 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,342,753 |
| Net investment gain/loss from pooled separate accounts | 2016-12-31 | $583,459 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $3,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $2,210,237 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2016-12-31 | 042689883 |
| 2015 : UNION SAVINGS BANK RETIREMENT PLAN 2015 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $3,544,885 |
| Total loss/gain on sale of assets | 2015-12-31 | $0 |
| Total of all expenses incurred | 2015-12-31 | $2,950,028 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $2,749,994 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,000,000 |
| Value of total assets at end of year | 2015-12-31 | $84,059,503 |
| Value of total assets at beginning of year | 2015-12-31 | $83,464,646 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $200,034 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Administrative expenses (other) incurred | 2015-12-31 | $200,034 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $594,857 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $84,059,503 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $83,464,646 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $73,104,427 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $72,799,533 |
| Value of interest in pooled separate accounts at end of year | 2015-12-31 | $10,955,076 |
| Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $10,665,113 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-140,106 |
| Net investment gain/loss from pooled separate accounts | 2015-12-31 | $-315,009 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $2,749,994 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2015-12-31 | 042689883 |
| 2014 : UNION SAVINGS BANK RETIREMENT PLAN 2014 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $3,200,504 |
| Total loss/gain on sale of assets | 2014-12-31 | $0 |
| Total of all expenses incurred | 2014-12-31 | $3,716,566 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $3,678,329 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,000,000 |
| Value of total assets at end of year | 2014-12-31 | $83,464,646 |
| Value of total assets at beginning of year | 2014-12-31 | $83,980,708 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $38,237 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Administrative expenses (other) incurred | 2014-12-31 | $38,237 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $-516,062 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $83,464,646 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $83,980,708 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $72,799,533 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $72,937,771 |
| Value of interest in pooled separate accounts at end of year | 2014-12-31 | $10,665,113 |
| Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $11,042,937 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $486,775 |
| Net investment gain/loss from pooled separate accounts | 2014-12-31 | $713,729 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $3,678,329 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2014-12-31 | 042689883 |
| Total unrealized appreciation/depreciation of assets | 2014-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-06-30 | $0 |
| Total income from all sources (including contributions) | 2014-06-30 | $14,312,903 |
| Total loss/gain on sale of assets | 2014-06-30 | $0 |
| Total of all expenses incurred | 2014-06-30 | $1,479,602 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-06-30 | $1,449,902 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-06-30 | $2,000,000 |
| Value of total assets at end of year | 2014-06-30 | $83,980,708 |
| Value of total assets at beginning of year | 2014-06-30 | $71,147,407 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-06-30 | $29,700 |
| Total interest from all sources | 2014-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-06-30 | No |
| Was this plan covered by a fidelity bond | 2014-06-30 | Yes |
| Value of fidelity bond cover | 2014-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-06-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2014-06-30 | $21,462 |
| Administrative expenses (other) incurred | 2014-06-30 | $29,700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Value of net income/loss | 2014-06-30 | $12,833,301 |
| Value of net assets at end of year (total assets less liabilities) | 2014-06-30 | $83,980,708 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-06-30 | $71,147,407 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-06-30 | $72,937,771 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-06-30 | $0 |
| Value of interest in pooled separate accounts at end of year | 2014-06-30 | $11,042,937 |
| Value of interest in pooled separate accounts at beginning of year | 2014-06-30 | $71,123,597 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2014-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-06-30 | $23,810 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-06-30 | $2,913,150 |
| Net investment gain/loss from pooled separate accounts | 2014-06-30 | $9,399,753 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-06-30 | No |
| Contributions received in cash from employer | 2014-06-30 | $2,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-06-30 | $1,428,440 |
| Did the plan have assets held for investment | 2014-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-06-30 | Disclaimer |
| Accountancy firm name | 2014-06-30 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2014-06-30 | 042689883 |
| 2013 : UNION SAVINGS BANK RETIREMENT PLAN 2013 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2013-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-06-30 | $0 |
| Total income from all sources (including contributions) | 2013-06-30 | $11,549,770 |
| Total loss/gain on sale of assets | 2013-06-30 | $0 |
| Total of all expenses incurred | 2013-06-30 | $1,195,172 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-06-30 | $1,160,172 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-06-30 | $4,000,000 |
| Value of total assets at end of year | 2013-06-30 | $71,147,407 |
| Value of total assets at beginning of year | 2013-06-30 | $60,792,809 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-06-30 | $35,000 |
| Total interest from all sources | 2013-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-06-30 | No |
| Was this plan covered by a fidelity bond | 2013-06-30 | Yes |
| Value of fidelity bond cover | 2013-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-06-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2013-06-30 | $18,025 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Value of net income/loss | 2013-06-30 | $10,354,598 |
| Value of net assets at end of year (total assets less liabilities) | 2013-06-30 | $71,147,407 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-06-30 | $60,792,809 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2013-06-30 | $71,123,597 |
| Value of interest in pooled separate accounts at beginning of year | 2013-06-30 | $60,768,999 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-06-30 | $23,810 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-06-30 | $23,810 |
| Net investment gain/loss from pooled separate accounts | 2013-06-30 | $7,549,770 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-06-30 | No |
| Contributions received in cash from employer | 2013-06-30 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-06-30 | $1,142,147 |
| Contract administrator fees | 2013-06-30 | $35,000 |
| Did the plan have assets held for investment | 2013-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-06-30 | Disclaimer |
| Accountancy firm name | 2013-06-30 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2013-06-30 | 042689883 |
| 2012 : UNION SAVINGS BANK RETIREMENT PLAN 2012 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2012-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-06-30 | $0 |
| Total income from all sources (including contributions) | 2012-06-30 | $5,184,434 |
| Total loss/gain on sale of assets | 2012-06-30 | $0 |
| Total of all expenses incurred | 2012-06-30 | $1,081,160 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $1,046,160 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $4,000,000 |
| Value of total assets at end of year | 2012-06-30 | $60,792,809 |
| Value of total assets at beginning of year | 2012-06-30 | $56,689,535 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $35,000 |
| Total interest from all sources | 2012-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2012-06-30 | $18,865 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $4,103,274 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $60,792,809 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $56,689,535 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in pooled separate accounts at end of year | 2012-06-30 | $60,768,999 |
| Value of interest in pooled separate accounts at beginning of year | 2012-06-30 | $56,665,745 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-06-30 | $23,810 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-06-30 | $23,790 |
| Net investment gain/loss from pooled separate accounts | 2012-06-30 | $1,184,434 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $4,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $1,027,295 |
| Contract administrator fees | 2012-06-30 | $35,000 |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | WOLF & COMPANY, P.C. |
| Accountancy firm EIN | 2012-06-30 | 042689883 |
| 2011 : UNION SAVINGS BANK RETIREMENT PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $16,135,862 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $984,203 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $914,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $8,011,052 |
| Value of total assets at end of year | 2011-06-30 | $56,689,535 |
| Value of total assets at beginning of year | 2011-06-30 | $41,537,876 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $70,000 |
| Total interest from all sources | 2011-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $10,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-06-30 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-06-30 | $11,052 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-06-30 | $18,865 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $15,151,659 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $56,689,535 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $41,537,876 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Investment advisory and management fees | 2011-06-30 | $70,000 |
| Value of interest in pooled separate accounts at end of year | 2011-06-30 | $56,665,745 |
| Value of interest in pooled separate accounts at beginning of year | 2011-06-30 | $41,514,086 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $23,790 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $23,790 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $4,000 |
| Net investment gain/loss from pooled separate accounts | 2011-06-30 | $8,124,810 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $8,000,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $891,338 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | WOLF AND COMPANY P.C. |
| Accountancy firm EIN | 2011-06-30 | 042689883 |
| 2010 : UNION SAVINGS BANK RETIREMENT PLAN 2010 401k financial data |
|---|
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-06-30 | $0 |
