UBS (US) Group Trust (EIN 36-3762086) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 39 filings report $3.3B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| UBS Emerging Markets Equity Opportunity Collective Fund | 140 | 0 | $575.5M |
| Morningstar Large Mid Index Fund | 108 | 0 | $465.4M |
| Morningstar Developed Markets EX-U. S. Index Fund | 110 | 0 | $258.1M |
| UBS U. S. Long Duration Credit Collective Fund | 066 | 0 | $137.1M |
| Morningstar Lifetime Growth 2035 Index Fund |
36-3762086 is the Employer Identification Number (EIN) UBS (US) Group Trust reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Illinois EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 102 |
| 0 |
| $129.3M |
| Morningstar Lifetime Growth 2030 Index Fund | 101 | 0 | $128.7M |
| Morningstar Lifetime Growth 2040 Index Fund | 103 | 0 | $124.9M |
| Morningstar Lifetime Growth 2025 Index Fund | 100 | 0 | $115.3M |
| Morningstar Lifetime Growth 2045 Index Fund | 104 | 0 | $101.7M |
| Morningstar Small Cap Index Fund | 109 | 0 | $96.1M |
| Morningstar Short-Intermediate U. S. Core Index Fund | 114 | 0 | $93.8M |
| UBS Trumbull Diversified Property Collective Fund | 091 | 0 | $85.4M |
| Morningstar Emerging Markets Index Fund | 111 | 0 | $84.1M |
| Morningstar Lifetime Growth 2050 Index Fund | 105 | 0 | $83.5M |
| UBS Cash Management Prime Collective Fund | 027 | 0 | $82.1M |
| Morningstar Lifetime Growth 2020 Index Fund | 099 | 0 | $59.8M |
| Morningstar Lifetime Growth 2055 Index Fund | 106 | 0 | $55.5M |
| UBS Multi-Asset Portfolio Collective Fund | 001 | 0 | $55.4M |
| Morningstar Lifetime Moderate 2040 Index Fund | 125 | 0 | $53.2M |
| UBS Bond Surplus Collective Fund | 041 | 0 | $45.7M |
| Morningstar Lifetime Moderate 2045 Index Fund | 126 | 0 | $45.4M |
| Morningstar Long-TERM U. S. Core Index Fund | 113 | 0 | $42.0M |
| Morningstar Lifetime Moderate 2050 Index Fund | 127 | 0 | $37.5M |
| Morningstar Lifetime Moderate 2035 Index Fund | 124 | 0 | $32.7M |
| Morningstar Lifetime Moderate 2030 Index Fund | 123 | 0 | $30.6M |
| Morningstar U. S. REIT Fund | 139 | 0 | $27.4M |
| Morningstar Lifetime Growth 2060 Index Fund | 107 | 0 | $24.9M |
| Morningstar US Long-TERM TIPS Index Fund | 142 | 0 | $22.9M |
| Morningstar Lifetime Moderate 2025 Index Fund | 122 | 0 | $21.6M |
| Morningstar Lifetime Growth Income Index Fund | 096 | 0 | $20.4M |
| Morningstar Emerging Markets Sovereign Bond Index Fund | 143 | 0 | $19.6M |
| Morningstar Lifetime Moderate 2055 Index Fund | 128 | 0 | $19.6M |
| Morningstar Lifetime Growth 2015 Index Fund | 098 | 0 | $18.7M |
| Morningstar US Short-TERM TIPS Index Fund | 141 | 0 | $12.9M |
| Morningstar Lifetime Moderate 2020 Index Fund | 121 | 0 | $11.7M |
| Morningstar Lifetime Moderate 2060 Index Fund | 129 | 0 | $11.1M |
| Morningstar Global EX-U. S. Government Bond Index Fund | 116 | 0 | $10.7M |
| Morningstar Lifetime Moderate 2015 Index Fund | 120 | 0 | $10.3M |
| Morningstar Lifetime Growth 2065 Index Fund | 146 | 0 | $2.3M |
