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

Active participants

Total plan assets

$279.1M

Filings (rows)

Direct comp

$829K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Board of Trustees of the Indiana Teamsters Health Benefits Fund Indiana Teamsters Health Benefits Fund · all filings	INDIANAPOLIS, IN	Advisor / Consultant	—	$115.1M	$369K	$0
Board of Trustees of the Indiana Teamsters Health Benefits Fund Indiana Teamsters Health Benefits Fund · all filings	INDIANAPOLIS, IN	Advisor / Consultant	—	$95.1M	$284K	$0
Board of Trustees of the Indiana Teamsters Health Benefits Fund Indiana Teamsters Health Benefits Fund · all filings	INDIANAPOLIS, IN	Advisor / Consultant	—	$69.0M	$177K	$0