Form 5500 Search

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 / PlanLocationServiceParticipantsAssetsDirect 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