Form 5500 Search

UBS GLOBAL

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
117
Active participants
341,013
Total plan assets
$158.9B
Filings (rows)
117
Direct comp
$27.8M
Indirect comp
$0

SERVICES PROVIDED

Other114
Advisor / Consultant3

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
BRINSON PRTNSHP FUND 1998 PF3
BRINSON PRTNSHP FUND 2003 PF3
BRINSON PARTNERSHIP FUND TR-1999 PR3
BRINSON PSHIP FD TRUST-2000 P3
BRINSON PARTNERSHIP FD TR 2002 SF3
BRINSON PRTNSHP FUND 2002 PF3
BRINSON PARTNERSHIP FD TR 2003 PF3
BRINSON PARTNERSHIP FD TR 2000 PF3
BRINSON NON-US PSHIP FD TRST-2002 P3
UBS EMRG MKTS EQUITY OPP COLL FUND3
BRINSON PRTNSHP FUND 2001 PF3
BRINSON PSHIP FD TRUST-1999 P3
BRINSON PSHIP FD TR-2002 P3
BRINSON PARTNERSHIP TRUST-2002 2ND3
BRINSON NON-US PSHIP FD TRST-2004 P3
BRINSON PARTNERSHIP FUND TR-2002 PR3
BRINSON PARTNERSHIP FD TR 2001 PF3
BRINSON PARTNERSHIP FD TR 2002 PF3
UBS CASH MGMT PRIME COL FUND3
BRINSON PARTNERSHIP FUND TR-1998 PR3
BRINSON PSHIP FD TRUST-1998 P3
BRINSON PRTNSHP FUND 1999 PF3
BRINSON NON US PRTNSHP FD 2004 PF3
BRINSON PARTNERSHIP FD TR 2004 PF3
BRINSON PARTNERSHIP TRUST - 20023

Top plans served

All 117 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DELTA AIR LINES, INC.
DELTA MASTER TRUST
ATLANTA, GA
Advisor / Consultant
INVESTMENT MANAGER
$20.3B$8.5M
PEPSICO, INC.
PEPSICO EMPLOYEES RETIREMENT PLAN I
PURCHASE, NY
Other
NONE
10,017$6.8B$15K
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
ALBANY, NY
Other
NONE
22,140$5.9B$137K
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
ALBANY, NY
Other
NONE
20,564$5.5B$234K
BOARD OF TRUSTEES-NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
NEW YORK STATE NURSES ASSOCIATION PENSION PLAN
ALBANY, NY
Other
NONE
19,697$5.0B$174K
UNION PACIFIC CORPORATION
UNION PACIFIC CORPORATION MASTER RETIREMENT TRUST
OMAHA, NE
Other
NONE
$4.4B$50K
PEPSICO, INC.
PEPSICO, INC. EMPLOYEES RETIREMENT PLAN H
PURCHASE, NY
Other
NONE
73,116$4.2B$19K
SAVANNAH RIVER NUCLEAR SOLUTIONS
SAVANNAH RIVER NUCLEAR SOLUTIONS, LLC MASTER TRUST
AIKEN, SC
Other
NONE
$3.7B$337K
UMWA 1974 PENSION TRUST BOARD OF TRUSTEES
UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN
WASHINGTON, DC
Other
NONE
58$3.5B$142K
CUMMINS INC.
CUMMINS PENSION PLAN
COLUMBUS, IN
Other
NONE KNOWN
30,640$3.3B$911K
CUMMINS INC.
CUMMINS PENSION PLAN
COLUMBUS, IN
Other
NONE KNOWN
26,560$3.2B$632K
CUMMINS INC.
CUMMINS PENSION PLAN
COLUMBUS, IN
Other
NONE KNOWN
28,798$3.2B$199K
UMWA 1974 PENSION TRUST BOARD OF TRUSTEES
UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN
WASHINGTON, DC
Other
NONE
52$3.1B$130K
THE HEARST CORPORATION
THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS
CHARLOTTE, NC
Other
NONE
$2.9B$154K
THE HEARST CORPORATION
THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS
CHARLOTTE, NC
Other
NONE
$2.8B$117K
EATON CORPORATION
EATON CORPORATION MASTER RETIREMENT TRUST
CLEVELAND, OH
Other
$2.7B$671K
EATON CORPORATION
EATON CORPORATION MASTER RETIREMENT TRUST
CLEVELAND, OH
Other
$2.7B$409K
EATON CORPORATION
EATON CORPORATION MASTER RETIREMENT TRUST
CLEVELAND, OH
Other
$2.6B$377K
THE HEARST CORPORATION
THE HEARST CORPORATION MASTER TRUST FOR PENSION AND PROFIT SHARING PLANS
CHARLOTTE, NC
Other
NONE
$2.5B$270K
CSX CORPORATION
CSX CORPORATION MASTER PENSION TRUST
JACKSONVILLE, FL
Other
NONE
$2.5B$170K
CSX CORPORATION
CSX CORPORATION MASTER PENSION TRUST
JACKSONVILLE, FL
Other
NONE
$2.4B$175K
CSX CORPORATION
CSX CORPORATION MASTER PENSION TRUST
JACKSONVILLE, FL
Other
NONE
$2.3B$154K
MICHELIN NORTH AMERICA, INC
MICHELIN RETIREMENT PLAN
GREENVILLE, SC
Other
NONE
3,743$2.1B$190K
NISSAN NORTH AMERICA, INC.
NISSAN NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN MASTER TRUST
FRANKLIN, TN
Other
NONE
$2.1B$257K
OLIN CORPORATION
THE OLIN PENSION PLANS MASTER RETIREMENT TRUST
CLAYTON, MO
Other
NONE
$1.9B$27K
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN
WASHINGTON, DC
Other
NONE
2,355$1.9B$560K
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN
WASHINGTON, DC
Other
NONE
2,599$1.9B$858K
NISSAN NORTH AMERICA, INC.
NISSAN NORTH AMERICA, INC. EMPLOYEE RETIREMENT PLAN MASTER TRUST
FRANKLIN, TN
Other
NONE
$1.9B$293K
DANAHER CORPORATION
DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN
WASHINGTON, DC
Other
NONE
3,354$1.8B$1.2M
CENTRAL MAINE POWER COMPANY
CMP PENSION PLAN
ORANGE, CT
Other
NONE
1,670$1.6B$19K
FORD MOTOR COMPANY
FORD MOTOR COMPANY TRUST FUND REAL ESTATE
DEARBORN, MI
Other
NONE KNOWN
$1.5B$77K
FORD MOTOR COMPANY
FORD MOTOR COMPANY TRUST FUND REAL ESTATE
DEARBORN, MI
Other
NONE KNOWN
$1.4B$69K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES
CAMDEN, NJ
Other
3RD PARTY
1,633$1.4B$62K
EASTMAN CHEMICAL COMPANY
EASTMAN CHEMICAL COMPANY MASTER RETIREMENT TRUST
KINGSPORT, TN
Advisor / Consultant
INVESTMENT MANAGEMENT
$1.4B$470K
EASTMAN CHEMICAL COMPANY
EASTMAN CHEMICAL COMPANY MASTER RETIREMENT TRUST
KINGSPORT, TN
Advisor / Consultant
INVESTMENT MANAGEMENT
$1.4B$136K
CAMPBELL SOUP COMPANY
CAMPBELL PENSION PLANS MASTER RETIREMENT TRUST
CAMDEN, NJ
Other
NONE
$1.3B$240K
RGS ENERGY GROUP, INC.
NYSEG AND RGE PENSION PLAN
ORANGE, CT
Other
NONE
1,242$1.3B$121K
RGS ENERGY GROUP, INC.
NYSEG AND RGE PENSION PLAN
ORANGE, CT
Other
NONE
1,153$1.3B$75K
TRIBUNE MEDIA COMPANY
TRIBUNE COMPANY MASTER TRUST FOR PENSION PLANS
CHICAGO, IL
Other
NONE
$1.3B$396K
MARTIN MARIETTA MATERIALS, INC.
MARTIN MARIETTA PENSION PLAN
RALEIGH, NC
Other
NONE
8,654$1.3B$113K
TRIBUNE MEDIA COMPANY
TRIBUNE COMPANY MASTER TRUST FOR PENSION PLANS
CHICAGO, IL
Other
NONE
$1.2B$310K
MARTIN MARIETTA MATERIALS, INC.
MARTIN MARIETTA PENSION PLAN
RALEIGH, NC
Other
NONE
8,664$1.2B$124K
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$1.1B$440K
TRIBUNE MEDIA COMPANY
TRIBUNE COMPANY MASTER TRUST FOR PENSION PLANS
CHICAGO, IL
Other
NONE
$1.1B$220K
MARTIN MARIETTA MATERIALS, INC.
MARTIN MARIETTA PENSION PLAN
RALEIGH, NC
Other
NONE
8,546$1.1B$148K
GROWMARK INC.
GROUP RETIREMENT INCOME PLAN NO.16
BLOOMINGTON, IL
Other
NONE
4,156$1.1B$296K
BOARD OF TRUSTEES-NEW ENGLAND HEALTH CARE EMPLOYEES PENSION FUND
NEW ENGLAND HEALTH CARE EMPLOYEES PENSION PLAN
HARTFORD, CT
Other
NONE
9,160$1.0B$90K
GROWMARK INC.
GROUP RETIREMENT INCOME PLAN NO.16
BLOOMINGTON, IL
Other
NONE
4,082$1.0B$246K
PACTIV LLC
PACTIV GENERAL EMPLOYEE BENEFIT TRUST
LAKE FOREST, IL
Other
NONE
$1.0B$431K
DOMINION ENERGY, INC.
DOMINION ENERGY RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$1.0B$353K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
761$974.0M$75K
GROWMARK INC.
GROUP RETIREMENT INCOME PLAN NO.16
BLOOMINGTON, IL
Other
NONE
3,900$959.9M$239K
PACTIV LLC
PACTIV GENERAL EMPLOYEE BENEFIT TRUST
LAKE FOREST, IL
Other
NONE
$940.0M$516K
PACTIV LLC
PACTIV GENERAL EMPLOYEE BENEFIT TRUST
LAKE FOREST, IL
Other
NONE
$866.2M$389K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
836$861.8M$197K
NORTHWESTERN MEMORIAL HOSPITAL
NORTHWESTERN MEMORIAL HOSPITAL EMPLOYEES' PENSION TRUST
CHICAGO, IL
Other
NONE
$846.7M$2K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
1,029$766.5M$205K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
930$763.7M$172K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR CERTAIN INACTIVE PARTICIPANTS OF AMERICAN WATER WORKS COMPANY, INC. AND ITS DESIGNA
CAMDEN, NJ
Other
3RD PARTY
2$730.4M$62K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES
CAMDEN, NJ
Other
3RD PARTY
1,362$712.0M$107K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR EMPLOYEES OF AMERICAN WATER WORKS COMPANY, INC. & ITS DESIGNATED SUBSIDIARIES
CAMDEN, NJ
Other
3RD PARTY
1,488$702.9M$93K
AMERICAN WATER WORKS CO., INC.
PENSION PLAN FOR CERTAIN INACTIVE PARTICIPANTS OF AMERICAN WATER WORKS COMPANY, INC. AND ITS DESIGNA
CAMDEN, NJ
Other
3RD PARTY
2$682.0M$72K
GROWMARK INC.
GROUP RETIREMENT INCOME PLAN NO. 8
BLOOMINGTON, IL
Other
NONE
1,805$680.4M$233K
GROWMARK INC.
GROUP RETIREMENT INCOME PLAN NO. 8
BLOOMINGTON, IL
Other
NONE
1,802$667.6M$186K
GROWMARK INC.
GROUP RETIREMENT INCOME PLAN NO. 8
BLOOMINGTON, IL
Other
NONE
1,827$649.8M$180K
USG CORPORATION
USG CORPORATION RETIREMENT PLAN
CHICAGO, IL
Other
NONE KNOWN
5,930$642.0M$51K
USG CORPORATION
USG CORPORATION RETIREMENT PLAN
CHICAGO, IL
Other
NONE KNOWN
6,329$634.3M$45K
USG CORPORATION
USG CORPORATION RETIREMENT PLAN
CHICAGO, IL
Other
NONE KNOWN
5,647$602.0M$61K
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Other
INVESTMENT MGMT
1,145$596.7M$172K
DANA LIMITED
DANA LIMITED MASTER TRUST
MAUMEE, OH
Other
NONE
$537.6M$324K
DANA LIMITED
DANA LIMITED MASTER TRUST
MAUMEE, OH
Other
NONE
$532.3M$265K
KAMAN CORPORATION
KAMAN CORPORATION EMPLOYEES' PENSION PLAN
BLOOMFIELD, CT
Other
NONE
352$520.6M$666K
DANA LIMITED
DANA LIMITED MASTER TRUST
MAUMEE, OH
Other
NONE
$493.6M$46K
TXNM ENERGY, INC.
PNM RESOURCES, INC. MASTER TRUST
ALBUQUERQUE, NM
Other
N/A
$468.3M$78K
STP NUCLEAR OPERATING COMPANY
STP NUCLEAR OPERATING COMPANY RETIREMENT PLAN
WADSWORTH, TX
Other
NONE
213$389.2M$85K
STP NUCLEAR OPERATING COMPANY
STP NUCLEAR OPERATING COMPANY RETIREMENT PLAN
WADSWORTH, TX
Other
NONE
235$385.7M$42K
R.R. DONNELLEY
RR DONNELLEY PENSION PLAN
CHICAGO, IL
Other
NONE
2,626$377.8M$9K
PERATON TECHNOLOGY SERVICES INC.
VENCORE, INC. PENSION PLAN
CHANTILLY, VA
Other
NONE
407$330.6M$60K
THE UNITED ILLUMINATING COMPANY
THE UNITED ILLUMINATING COMPANY PENSION PLAN
ORANGE, CT
Other
NONE
132$300.6M$42K
THE UNITED ILLUMINATING COMPANY
THE UNITED ILLUMINATING COMPANY PENSION PLAN
ORANGE, CT
Other
NONE
153$300.5M$31K
THE UNITED ILLUMINATING COMPANY
THE UNITED ILLUMINATING COMPANY PENSION PLAN
ORANGE, CT
Other
NONE
169$290.2M$37K
CENTRAL MAINE POWER COMPANY
CMP PENSION PLAN
ORANGE, CT
Other
NONE
423$269.7M$24K
DOMINION ENERGY, INC.
DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$266.9M$105K
CENTRAL MAINE POWER COMPANY
RETIREMENT INCOME PLAN FOR UNION EMPLOYEES OF CENTRAL MAINE POWER COMPANY
ORANGE, CT
Other
NONE
447$266.0M$11K
TEKNOR APEX COMPANY
THE TEKNOR APEX COMPANY RETIREMENT PLAN
PAWTUCKET, RI
Other
NONE
702$242.7M$113K
DOMINION ENERGY, INC.
DOMINION ENERGY TRANSMISSION UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$235.8M$87K
TEKNOR APEX COMPANY
THE TEKNOR APEX COMPANY RETIREMENT PLAN
PAWTUCKET, RI
Other
NONE
759$234.8M$123K
TEKNOR APEX COMPANY
THE TEKNOR APEX COMPANY RETIREMENT PLAN
PAWTUCKET, RI
Other
NONE
843$232.7M$128K
GATX CORPORATION
GATX CORPORATION NONCONTRIBUTORY PENSION PLAN FOR SALARIED EMPLOYEES
CHICAGO, IL
Other
NONE
546$230.9M$15K
GATX CORPORATION
GATX CORPORATION NONCONTRIBUTORY PENSION PLAN FOR SALARIED EMPLOYEES
CHICAGO, IL
Other
NONE
583$226.8M$18K
GATX CORPORATION
GATX CORPORATION NONCONTRIBUTORY PENSION PLAN FOR SALARIED EMPLOYEES
CHICAGO, IL
Other
NONE
514$224.1M$26K
CONNECTICUT NATURAL GAS CORPORATION
CNG PENSION PLAN
ORANGE, CT
Other
NONE
152$163.4M$18K
CONNECTICUT NATURAL GAS CORPORATION
CNG PENSION PLAN
ORANGE, CT
Other
NONE
141$162.9M$23K
CONNECTICUT NATURAL GAS CORPORATION
CONNECTICUT NATURAL GAS CORPORATION RETIREMENT PLA
ORANGE, CT
Other
NONE
159$157.5M$10K
DOMINION ENERGY, INC.
DOMINION ENERGY OHIO UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$153.9M$58K
DOMINION ENERGY, INC.
DOMINION ENERGY OHIO UNION RETIREE HEALTH AND WELFARE PLAN
RICHMOND, VA
Other
INV-MGMT
$139.0M$48K
GRANGE HOLDINGS, INC.
GRANGE HOLDINGS, INC. RETIREMENT INCOME PLAN
COLUMBUS, OH
Other
NONE
279$112.4M$40K
GRANGE HOLDINGS, INC.
GRANGE HOLDINGS, INC. RETIREMENT INCOME PLAN
COLUMBUS, OH
Other
NONE
237$110.9M$30K
TRIHEALTH, INC.
TRIHEALTH, INC. RETIREMENT PLAN
CINCINNATI, OH
Other
NONE
336$110.6M$8K
BROCKTON HOSPITAL, INC.
BROCKTON HOSPITAL PENSION FUND MASTER TRUST
BROCKTON, MA
Other
NONE
$109.1M$27K
MTD PRODUCTS INC
MTD PRODUCTS INC PENSION PLAN
CLEVELAND, OH
Other
NONE
848$105.0M$102K
MTD PRODUCTS INC
MTD PRODUCTS INC PENSION PLAN
CLEVELAND, OH
Other
NONE
786$104.0M$70K
BROCKTON HOSPITAL, INC.
BROCKTON HOSPITAL PENSION FUND MASTER TRUST
BROCKTON, MA
Other
NONE
$99.3M$27K
THE SOUTHERN CONNECTICUT GAS COMPANY
SCG PENSION PLAN
ORANGE, CT
Other
NONE
121$98.8M$10K
BROCKTON HOSPITAL, INC.
BROCKTON HOSPITAL PENSION FUND MASTER TRUST
BROCKTON, MA
Other
NONE
$94.7M$24K
GATX CORPORATION
GATX CORPORATION NONCONTRIBUTORY PENSION PLAN FOR HOURLY EMPLOYEES
CHICAGO, IL
Other
NONE
374$74.5M$7K
BROCKTON HOSPITAL, INC.
SIGNATURE HEALTHCARE RETIREMENT PLAN C
BROCKTON, MA
Other
NONE
205$59.5M$15K
BROCKTON HOSPITAL, INC.
SIGNATURE HEALTHCARE RETIREMENT PLAN C
BROCKTON, MA
Other
NONE
264$56.4M$15K
BROCKTON HOSPITAL, INC.
SIGNATURE HEALTHCARE RETIREMENT PLAN
BROCKTON, MA
Other
NONE
177$56.4M$12K
BROCKTON HOSPITAL, INC.
SIGNATURE HEALTHCARE RETIREMENT PLAN
BROCKTON, MA
Other
NONE
119$49.6M$12K
BROCKTON HOSPITAL, INC.
SIGNATURE HEALTHCARE RETIREMENT PLAN
BROCKTON, MA
Other
NONE
230$42.9M$11K
BROCKTON HOSPITAL, INC.
SIGNATURE HEALTHCARE RETIREMENT PLAN C
BROCKTON, MA
Other
NONE
33$38.3M$11K
CONNECTICUT NATURAL GAS CORPORATION
CONNECTICUT NATURAL GAS CORPORATION PENSION PLAN
ORANGE, CT
Other
NONE
0$0$8K
THE SOUTHERN CONNECTICUT GAS COMPANY
THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN AND CERTAIN OTHER EMPLOYEES
ORANGE, CT
Other
NONE
0$0$8K
RGS ENERGY GROUP, INC.
NYSEG AND RGE PENSION PLAN
ORANGE, CT
Other
NONE
0$0$72K
THE SOUTHERN CONNECTICUT GAS COMPANY
SCG PENSION PLAN
ORANGE, CT
Other
NONE
0$0$13K
CENTRAL MAINE POWER COMPANY
RETIREMENT INCOME PLAN FOR NON-UNION EMPLOYEES OF CENTRAL MAINE POWER COMPANY
ORANGE, CT
Other
NONE
0$17K
UBS GLOBAL — Form 5500 Service Provider Profile | Form 5500 Search