How big is UBS (US) Group Trust's plan?

UBS (US) Group Trust's plan reported $45.7M in assets for 2025.

Original filing (PDF)20260414125429NAL0021897043001

UBS (US) Group Trust

Name: UBS (US) Group Trust — UBS Bond Surplus Collective, Form 5500 (2025)
Creator: UBS (US) Group Trust
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

UBS Bond Surplus Collective Fund

Employee benefit plan · UBS (US) Group Trust's UBS Bond Surplus Collective Fund reported $45.7M in plan assets in 2025.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$45.7M

Net assets (EOY)

$44.6M

Plan identifiers

UBS (US) Group Trust's EIN is 36-3762086.

EIN 36-3762086

Plan number 041

Plan year 2025

ACK ID 20260414125429NAL0021897043001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for UBS (US) Group Trust from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for UBS (US) GROUP TRUST.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

UBS (US) GROUP TRUST

EIN

all filings

Address

UBS TOWER · ONE NORTH WACKER DRIVE · CHICAGO, IL · 60606

Phone

(312) 525-7500

Plan administrator

Name

UBS ASSET MANAGEMENT TRUST COMPANY

EIN

36-3718331

City

CHICAGO, IL

Phone

(312) 525-7100

Plan characteristics

Plan number

041

Plan year

2025

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-04-14

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0(0% of reported assets)

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.