UBS Financial Services Inc.'s EIN is 13-2638166.
Download the official 2024 Form 5500 (PDF) for UBS Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)UBS Financial Services Inc.'s plan includes a defined-benefit pension formula.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | NONE | $981K | — |
| VOYA INVESTMENT MANAGEMENT CO. | 02-0488491 | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| % of plan | |||
|---|---|---|---|
| SSGA LONG US GOVT BOND INDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 142 | Common Collective Trust | $73.9M | 12.8% |
| SSGA INTERMED US GOVT BOND INDX NL STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 144 | Common Collective Trust | $61.0M | 10.5% |
| OFIGTC EMERGINING MARKETS EQUITY FD OPPENHIEMER · EIN 13-3459790 / PN 000 | Common Collective Trust | $13.8M | 2.4% |
| RUSSELL 1000 GROWTH INDEX NL FUND STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 90-0337987 / PN 124 | Common Collective Trust | $13.7M | 2.4% |
| NT COLLECTIVE GOVT SHORT TERM INVT NORTHERN TRUST · EIN 45-6138589 / PN 068 | Common Collective Trust | $12.7M | 2.2% |
| NONE |
| $129K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ATLANTA CAPITAL MANAGEMENT CO., LLC | 58-2236910 | — | NONE | $170K | — |
| EAGLE CAPITAL MANAGEMENT, LLC | 22-3361201 | — | NONE | $144K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHERN TRUST CO. | 36-1561860 | — | TRUSTEE | $68K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| DELOITTE CONSULTING LLP | 06-1454513 | — | NONE | $147K | — |
| ERNST & YOUNG | 34-6565596 | — | NONE | $113K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET RESEARCH & MANAGEMENT | — | BOSTON, MA | NONE | $51K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOOMIS SAYLES AND CO L.P. | 04-3200030 | — | NONE | $398K | — |
| MERCER INVESTMENT LLC | 13-2834414 | — | NONE | $317K | — |
| INVESCO TRUST COMPANY | 46-3793325 | — | NONE | $145K | — |
| LEGAL & GENERAL INVESTMENT | 20-8058531 | — | NONE | $101K | — |
| LEGG MASON, INC AND SUBSIDIARIES | 52-1200960 | — | NONE | $89K | — |
| CAPITAL GROUP PRIVATE CLIENT SERV. | 85-3199211 | — | NONE | $74K | — |
| COLUMBIA MANAGEMENT INVESTMENT ADV | 41-1533211 | — | NONE | $64K | — |
| ARTISAN PARTNERS LTD PARTNERSHIP | 30-0551775 | — | NONE | $56K | — |
| MORGAN LEWIS & BOCKIUS LLP | 23-0891050 | — | NONE | $52K | — |
| ALLSPRING INTERMEDIATE II LLC | 86-3510848 | — | NONE | $37K | — |
