Plain-English plan 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, Ubs Pension Plan is a benefit plan reported by Ubs Ag under EIN 98-0186363 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,109 participants and $400,562,182 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $400,562,182
- Total liabilities (EOY)
- $8,061,784
- Net assets (EOY)
- $392,500,398
- Net assets (BOY)
- $392,295,688
Income & contributions
- Total contributions
- $0
- Total income / additions
- $30,475,021
Expenses & distributions
- Benefits paid
- $29,089,519
- Administrative expenses
- $1,180,792
- Total expenses
- $30,270,311
- Net increase / (decrease)
- $204,710