UBS INSTITUTIONAL
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
6
Active participants
1,287
Total plan assets
$307.8M
Filings (rows)
6
Direct comp
$1.1M
Indirect comp
$0
Aggregating 2 name variants under "UBS INSTITUTIONAL"
SERVICES PROVIDED
Other6
Top plans served
All 6 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 22 PENSION FUND SHEET METAL WORKERS LOCAL 22 PENSION FUND | KENILWORTH, NJ | Other NONE | 297 | $80.8M | $263K |
| BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 22 PENSION FUND SHEET METAL WORKERS LOCAL 22 PENSION FUND | CRANFORD, NJ | Other NONE | 291 | $74.4M | $262K |
| BOARD OF TRUSTEES - SHEET METAL WORKERS LOCAL 22 PENSION FUND SHEET METAL WORKERS LOCAL 22 PENSION FUND | CRANFORD, NJ | Other NONE | 288 | $65.8M | $248K |
| IBEW LOCAL 840 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL 840 PENSION FUND | GENEVA, NY | Other NONE | 139 | $32.0M | $153K |
| IBEW LOCAL 840 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL 840 PENSION FUND | GENEVA, NY | Other NONE | 142 | $28.9M | $119K |
| IBEW LOCAL 840 PENSION FUND BOARD OF TRUSTEES IBEW LOCAL 840 PENSION FUND | GENEVA, NY | Other NONE | 130 | $26.0M | $28K |
