Form 5500 Search

UBS INVESTMENTS

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
9
Active participants
5,626
Total plan assets
$710.8M
Filings (rows)
9
Direct comp
$1.4M
Indirect comp
$0

SERVICES PROVIDED

Other9

Top plans served

All 9 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GRAY, INC.
GRAY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
LEXINGTON, KY
Other
NONE
1,529$177.4M$131K
GRAY, INC.
GRAY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
LEXINGTON, KY
Other
NONE
1,358$126.5M$107K
GRAY, INC.
GRAY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
LEXINGTON, KY
Other
NONE
1,179$113.2M$80K
SHEET METAL WORKERS LOCAL 22 ANNUITY FUND
SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND
KENILWORTH, NJ
Other
NONE
251$82.7M$314K
SHEET METAL WORKERS LOCAL 22 ANNUITY FUND
SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND
CRANFORD, NJ
Other
NONE
241$77.6M$271K
SHEET METAL WORKERS LOCAL 22 ANNUITY FUND
SHEET METAL WORKERS LOCAL 22 - ANNUITY FUND
CRANFORD, NJ
Other
NONE
240$70.7M$232K
SHEET METAL WORKERS LOCAL 22 WELFARE FUND BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL 22 - WELFARE FUND
KENILWORTH, NJ
Other
NONE
279$21.9M$68K
SHEET METAL WORKERS LOCAL 22 WELFARE FUND BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL 22 - WELFARE FUND
CRANFORD, NJ
Other
NONE
284$21.3M$77K
SHEET METAL WORKERS LOCAL 22 WELFARE FUND BOARD OF TRUSTEES
SHEET METAL WORKERS LOCAL 22 - WELFARE FUND
CRANFORD, NJ
Other
NONE
265$19.4M$78K
UBS INVESTMENTS — Form 5500 Service Provider Profile | Form 5500 Search