Form 5500 Search

UBS WARBURG

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
7
Active participants
1,145
Total plan assets
$27.3B
Filings (rows)
8
Direct comp
$0
Indirect comp
$196K

SERVICES PROVIDED

Other6
Broker1

Top plans served

Showing top 8 of 7 (largest by assets)
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$9.1B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.8B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
DOMINION ENERGY, INC.
DOMINION ENERGY, INC. DEFINED BENEFIT MASTER TRUST
RICHMOND, VA
Other
BROKG
$8.3B$0
NATIONAL FUEL GAS COMPANY
NATIONAL FUEL GAS COMPANY RETIREMENT PLAN
WILLIAMSVILLE, NY
Broker
BROKER
1,145$596.7M$0
BELL ASSET MANAGEMENT LTD.
BELL AUSTRALIA TRUST
KANSAS CITY, MO
Other
NONE
$228.8M$0
BELL ASSET MANAGEMENT LTD.
BELL AUSTRALIA TRUST
KANSAS CITY, MO
Other
NONE
$218.3M$0
BELL ASSET MANAGEMENT LTD.
BELL AUSTRALIA TRUST
KANSAS CITY, MO
Other
NONE
$137.9M$0
UBS WARBURG — Form 5500 Service Provider Profile | Form 5500 Search