DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
Union Savings Bank Retirement Plan
Corporate pensionDanbury, CT
Assets
$115M
Total assets, Dec 31, 2024 reported
Funded
108.8%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
3
none on the tape
Plan sponsor: Union Savings Bank
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Corporate debt instruments (other) 27.9%
- Corporate debt instruments (preferred) 13.9%
- U.S. Government securities 16.8%
- Other investments 0.2%
- Pooled separate accounts 0.5%
- Registered investment companies 40.3%
Consultants and advisers
2 firms
- Fiducient Advisors LLC Investment adviser (plan)through Dec 31, 2022 Form 5500
- Empower Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
1 managers on the commitment tape
From the plan’s own commitment disclosures
- Prudential Retirement & Annuity Ins3 rows, latest Dec 31, 2024
Commitments
3 rows, 0 dated closings
Disclosed holdings (from the plan’s performance or holdings report, as of the report date)
| Date | Fund | Manager | Bucket | Amount | Vintage | Status | Source |
|---|---|---|---|---|---|---|---|
| as of Dec 31, 2024 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $577,234 held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2023 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $2.3M held | Disclosed holding | askebsa.dol.gov | |
| as of Dec 31, 2022 | Prudential Short-Termseparate account | Prudential Retirement & Annuity Ins | Cash | $4.5M held | Disclosed holding | askebsa.dol.gov |
Size and funding
31 readings
Investment management fees
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 598 | $116M | $83.0M | 108.8% | $115M | n/a | n/a | n/a |
| 2023 to Dec 31, 2023 | 598 | $106M | $81.5M | 102.5% | $116M | n/a | n/a | n/a |
| 2022 to Dec 31, 2022 | 618 | $132M | $78.5M | 125.0% | $106M | n/a | n/a | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Empower Annuity Insurance Company codes 13 $175,380 PY2024
- SUN Life Investment Management US codes $104,195 PY2024
- Pension Benefit Guaranty Corporatio codes $60,398 PY2024
- Bank of America N.A. codes $53,708 PY2024
- Fiducient Advisors LLC codes 27 $49,144 PY2024
- Wolf & Company codes $17,250 PY2024
- Prudential Short-Term Sched. D P $577,234 PY2024
- Empower codes 11 PY2024
- Empower Annuity Insurance Company codes 13 $206,420 PY2023
- Bank of America, N.A., NY codes $79,625 PY2023
- Fiducient Advisors codes 27 $64,561 PY2023
- Wolf and Company LLP codes $18,500 PY2023
- Prudential Short-Term Sched. D P $2.3M PY2023
- Empower codes 11 PY2023
- Prudential Retirement Insurance codes 13 $222,564 PY2022
- Bank of America, N.A., NY codes $142,014 PY2022
- Fiducient Advisors codes 27 $63,295 PY2022
- Wolf and Company LLP codes $18,250 PY2022
- Prudential Short-Term Sched. D P $4.5M PY2022
- Empower codes 11 PY2022
What changed
3 events
- Jan 1, 2024Funded status changedUnion Savings Bank Retirement Plan funded ratio 102.5% -> 108.8% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedUnion Savings Bank Retirement Plan funded ratio 125.0% -> 102.5% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedUnion Savings Bank Retirement Plan plan assets $132M -> $106M (-19.7%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 060570800-007
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.