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

Active participants

1,145

Total plan assets

$27.3B

Filings (rows)

Direct comp

Indirect comp

$196K

Aggregating 5 name variants under "UBS WARBURG"

Click a variant to view it alone

UBS WARBURG AUSTRALIA EQUITIES3 UBS WARBURG SECURITIES TAIWAN2 UBS WARBURG SEC TAIWAN1 UBS WARBURG1 UBS WARBURG ASIA HONG KONG1

SERVICES PROVIDED

Other service providers6

Broker1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Dominion Energy, Inc. Dominion Energy, Inc. Defined Benefit Master Trust · all filings	RICHMOND, VA	Other service providers	—	$9.1B	$0	$11K
Dominion Energy, Inc. Dominion Energy, Inc. Defined Benefit Master Trust · all filings	RICHMOND, VA	Other service providers	—	$8.8B	$0	$18K
Dominion Energy, Inc. Dominion Energy, Inc. Defined Benefit Master Trust · all filings	RICHMOND, VA	Other service providers	—	$8.3B	$0	$17K
National Fuel Gas Company National Fuel Gas Company Retirement Plan · all filings	WILLIAMSVILLE, NY	Broker	1,145	$596.7M	$0	$8K
Bell Asset Management Ltd. Bell Australia Trust · all filings	KANSAS CITY, MO	Other service providers	—	$228.8M	$0	$41K
Bell Asset Management Ltd. Bell Australia Trust · all filings	KANSAS CITY, MO	Other service providers	—	$218.3M	$0	$27K
Bell Asset Management Ltd. Bell Australia Trust · all filings	KANSAS CITY, MO	Other service providers	—	$137.9M	$0	$73K