UBS WEALTH MANAGEMENT
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
3
Active participants
0
Total plan assets
$279.1M
Filings (rows)
3
Direct comp
$829K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant3
Top plans served
All 3 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS HEALTH BENEFITS FUND INDIANA TEAMSTERS HEALTH BENEFITS FUND | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | — | $115.1M | $369K |
| BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS HEALTH BENEFITS FUND INDIANA TEAMSTERS HEALTH BENEFITS FUND | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | — | $95.1M | $284K |
| BOARD OF TRUSTEES OF THE INDIANA TEAMSTERS HEALTH BENEFITS FUND INDIANA TEAMSTERS HEALTH BENEFITS FUND | INDIANAPOLIS, IN | Advisor / Consultant INVESTMENT ADVISOR | — | $69.0M | $177K |