2023 Form 5500 filing — Ubs Pension Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014122128NAL0013269043001) for Ubs Pension Plan, reported by Ubs Ag under EIN 98-0186363 and plan number 001. It reports 4,109 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014122128NAL0013269043001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ubs Ag
- EIN
- 98-0186363
- Plan number
- 001
- Location
- Weehawken, NJ
- Participants
- 4,109
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $400,562,182
- Total liabilities (EOY)
- $8,061,784
- Net assets (EOY)
- $392,500,398
- Total income / additions
- $30,475,021
- Benefits paid
- $29,089,519
- Administrative expenses
- $1,180,792
- Total expenses
- $30,270,311
- Net increase / (decrease)
- $204,710
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Alight Solutions LLC | NONE | $386,341 | $130 |
| Aon Consulting, Inc. | NONE | $294,437 | not reported in the loaded dataset |
| Ernst And Young Llp | NONE | $106,000 | not reported in the loaded dataset |