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

Active participants

1,287

Total plan assets

$307.8M

Filings (rows)

Direct comp

$1.1M

Indirect comp

Aggregating 2 name variants under "UBS INSTITUTIONAL"

Click a variant to view it alone

UBS INSTITUTIONAL CONSULTING GROUP3 UBS INSTITUTIONAL CONSULTING3

SERVICES PROVIDED

Other service providers6

Prospecting the plans that use UBS Institutional?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees - Sheet Metal Workers Local 22 Pension Fund Sheet Metal Workers Local 22 Pension Fund · all filings	KENILWORTH, NJ	Other service providers	297	$80.8M	$263K	$0
Board of Trustees - Sheet Metal Workers Local 22 Pension Fund Sheet Metal Workers Local 22 Pension Fund · all filings	CRANFORD, NJ	Other service providers	291	$74.4M	$262K	$0
Board of Trustees - Sheet Metal Workers Local 22 Pension Fund Sheet Metal Workers Local 22 Pension Fund · all filings	CRANFORD, NJ	Other service providers	288	$65.8M	$248K	$0
IBEW Local 840 Pension Fund Board of Trustees IBEW Local 840 Pension Fund · all filings	GENEVA, NY	Other service providers	139	$32.0M	$153K	$0
IBEW Local 840 Pension Fund Board of Trustees IBEW Local 840 Pension Fund · all filings	GENEVA, NY	Other service providers	142	$28.9M	$119K	$0
IBEW Local 840 Pension Fund Board of Trustees IBEW Local 840 Pension Fund · all filings	GENEVA, NY	Other service providers	130	$26.0M	$28K	$0