UBS Financial Services Inc. (EIN 13-2638166) has filed 3 Form 5500 plans with the U.S. Department of Labor, covering $636.0M in plan assets and 14,193 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| UBS Financial Services Inc. Pension Plan | 001 | 877 | $578.7M |
| UBS Financial Services Inc. of Puerto Rico Savings Plus Plan Trust | 003 | 139 | $57.3M |
| UBS Financial Services Inc. Group Health and Welfare Benefits Plan | 508 | 13,177 | $0 |
Providers are read from the Schedule C service-provider disclosures across this employer’s filings.
13-2638166 is the Employer Identification Number (EIN) UBS Financial Services Inc. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on New Jersey EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
