Ubs — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ubs is reported as a service provider on 54 loaded Form 5500 filing(s) across 52 plan sponsor(s) and 54 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $4,621,249 and reported indirect compensation totals $282,517.
Reported compensation summary
- Reported direct compensation
- $4,621,249
- Reported indirect compensation
- $282,517
- Total reported compensation
- $4,903,766
- Filings
- 54
- Plan sponsors
- 52
- Plans
- 54
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Berkshire Hathaway Energy Company | IA | 1 | $470,040 |
| Medtronic, Inc. | MN | 1 | $459,146 |
| Daimler Truck North America LLC | OR | 1 | $356,032 |
| American Airlines, Inc. - Retirement | TX | 1 | $319,884 |
| Ensco International Incorporated | TX | 1 | $285,837 |
| Great Lakes Cheese Co | OH | 1 | $268,297 |
| Local Union 94 Ibew | NJ | 1 | $220,289 |
| Trustees Of Ibew - Neca Swhbf | TX | 1 | $219,133 |
| Wellstar Health System, Inc. | GA | 2 | $216,535 |
| Bae Systems, Inc. | VA | 1 | $178,459 |
State footprint
Plans reporting Ubs are sponsored in CA (8), MO (7), IL (5), TX (4), CT (3), OH (3), GA (3), VA (3), WA (3), NY (2), NJ (2), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Berkshire Hathaway Energy Company | Bhe Master Retirement Trust - Paccorp Mrt Trumbull Mtu | 2023 | $470,040 | not reported in the loaded dataset |
| Medtronic, Inc. | Medtronic Retirement Plan Master Trust | 2023 | $459,146 | not reported in the loaded dataset |
| Daimler Truck North America LLC | Daimler Truck N.A. LLC Master Retirement Trust | 2023 | $356,032 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | American Airlines Inc., Master Fixed Benefit Pension Trust | 2023 | $319,884 | not reported in the loaded dataset |
| Ensco International Incorporated | The Rowan Pension Plan | 2023 | $285,837 | not reported in the loaded dataset |
| Great Lakes Cheese Co | Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan | 2023 | $268,297 | not reported in the loaded dataset |
| Local Union 94 Ibew | Local 94, Ibew Health And Welfare Fund | 2023 | $220,289 | not reported in the loaded dataset |
| Trustees Of Ibew - Neca Swhbf | Ibew - Neca Southwestern Health And Benefit Fund | 2023 | $219,133 | not reported in the loaded dataset |
| Bae Systems, Inc. | Bae Systems Employees' Retirement Plan | 2023 | $178,459 | not reported in the loaded dataset |
| Stearns, Conrad & Schmidt Consulting Engineers Inc | Scs Engineers Employee Stock Ownership Plan | 2023 | $164,227 | not reported in the loaded dataset |
| Maxxam Inc. | Maxxam Pension Plan | 2023 | $141,482 | not reported in the loaded dataset |
| Peak Holdings Corporation Employee Stock Ownership Plan | The Peak Holdings Corporation Employee Stock Ownership Plan | 2023 | $119,557 | not reported in the loaded dataset |
| Wellstar Health System, Inc. | Wellstar Health System, Inc. Active Employees Retirement Plan B | 2023 | $111,400 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Local 377 Pension Fund | Local 377 Pension Fund | 2023 | $106,048 | not reported in the loaded dataset |
| Dlsm, Inc. | Profit Sharing Retirement Plan For Employees Of Res And Kondex | 2023 | $105,793 | not reported in the loaded dataset |
| Wellstar Health System, Inc. | Wellstar Health System, Inc. Active Employees Retirement Plan A | 2023 | $105,135 | not reported in the loaded dataset |
| Autosales, Inc. Dba Summit Racing Equipment | Summit Racing Equipment Retirement Plan | 2023 | $94,416 | not reported in the loaded dataset |
| Syniverse Technologies (Formerly Tsi Telecommunications Srvcs, Inc.) | Syniverse Technologies Savings Plan | 2023 | $89,959 | not reported in the loaded dataset |
| Voestalpine Railway Systems Nortrak LLC | Voestalpine Railway Systems Nortrak LLC 401(K) Retirement Plan | 2023 | $76,992 | not reported in the loaded dataset |
| Board Of Trustees, Iron Workers Local No. 5 & Iwea | Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund | 2023 | $70,226 | not reported in the loaded dataset |
| Lazard Asset Management LLC | Lazard International Strategic Equity (Acw Ex-U.S.) Trust | 2023 | $0 | $67,763 |
| Board Of Trustees, Southern California District | Southern California District Council Of Laborers Severance Pay Plan | 2023 | $57,463 | not reported in the loaded dataset |
| Lazard Asset Management LLC | Lazard Emerging Markets Small Cap Equity Trust | 2023 | $0 | $56,848 |
| De Camp Bus Lines | De Camp Bus Lines Pension Plan For Union Employees | 2023 | $56,654 | not reported in the loaded dataset |
| Marathon Asset Management Limited | Marathon-London International Fund | 2023 | $0 | $51,480 |
| Combined Public Communications | Combined Public Communications 401(K) Profit Sharing Plan & Trust | 2023 | $49,888 | not reported in the loaded dataset |
| Insurance And Benefits Trust Of The Porac | Insurance And Benefits Trust Of The Peace Officers Research Association Of California - Safety | 2023 | $42,979 | not reported in the loaded dataset |
| Liveramp Holdings, Inc. Liveramp Inc. | Liveramp Holdings, Inc. Retirement Savings Plan | 2023 | $42,500 | not reported in the loaded dataset |
| Gibson, Dunn & Crutcher Llp | Gibson, Dunn & Crutcher Llp Retirement Plan | 2023 | $41,000 | not reported in the loaded dataset |
| Sellen Construction Co., Inc. | Sellen Construction Co., Inc. 401(K) And Wealthbuilder Retirement Plan | 2023 | $40,430 | not reported in the loaded dataset |
| Carilion Clinic | Retirement Plan Of Carilion Clinic | 2023 | $38,916 | $0 |
| Lord Abbett & Co LLC | Lord Abbett International Small Cap Trust | 2023 | $0 | $35,933 |
| Bridgepoint Healthcare, LLC | Bridgepoint Healthcare 401(K) Plan | 2023 | $31,369 | not reported in the loaded dataset |
| Marathon Asset Management Limited | Marathon-London International Investment Trust I | 2023 | $0 | $30,324 |
| Bristol Bay Area Health Corporation | Bristol Bay Area Health Corporation Retirement Plan | 2023 | $30,222 | not reported in the loaded dataset |
| Bnim Architects Inc. | Bnim Architects Inc. Profit Sharing Plan | 2023 | $28,617 | not reported in the loaded dataset |
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. Money Purchase Pension Plan | 2023 | $26,812 | not reported in the loaded dataset |
| Charter Construction Transition Company, Inc. | Charter Construction, Inc. Employee Stock Ownership Plan | 2023 | $26,262 | not reported in the loaded dataset |
| Southern Auto Sales, Inc. | Southern Auto Sales, Inc. Master Profit Sharing Plan | 2023 | $24,894 | not reported in the loaded dataset |
| Goettle Holding Company, Inc. | Goettle Employee Stock Ownership Plan | 2023 | $20,102 | not reported in the loaded dataset |
| Strategic Value Partners, LLC | Strategic Value Partners 401(K) Profit Sharing Plan | 2023 | $20,000 | not reported in the loaded dataset |
| Sharp Rees-Stealy Medical Group, Inc. | Sharp Rees-Stealy Medical Group, Inc. Profit Sharing Plan | 2023 | $14,944 | not reported in the loaded dataset |
| Nobis Engineering, Inc. | Nobis Engineering, Inc. Employee Stock Ownership Plan | 2023 | $14,780 | not reported in the loaded dataset |
| Emporia Wholesale Coffee Company | Emporia Wholesale Coffee Company Profit Sharing Plan & Trust | 2023 | $14,126 | not reported in the loaded dataset |
| Gastrointestinal Specialist Of Geor Gia, Inc. | Gastrointestinal Specialist Of Geor Gia, Inc. 401(K) Profit Sharing Plan | 2023 | $14,115 | not reported in the loaded dataset |
| Lsv Asset Management | Lsv International Value Equity Trust | 2023 | $0 | $12,713 |
| Century Aluminum Company | Century Aluminum 401(K) Plan | 2023 | $12,500 | not reported in the loaded dataset |
| Ibew Local No. 223 Union | Ibew Local No. 223 Pension | 2023 | $10,324 | not reported in the loaded dataset |
| Lord Abbett & Co LLC | Lord Abbett Small Cap Growth Trust | 2023 | $0 | $8,353 |
| Lazard Asset Management LLC | Lazard Global Listed Infrastructure Trust | 2023 | $0 | $7,806 |
Related Form 5500 pages
- Bhe Master Retirement Trust - Paccorp Mrt Trumbull Mtu (plan 023)
- Berkshire Hathaway Energy Company — all reported plans
- Medtronic Retirement Plan Master Trust (plan 008)
- Medtronic, Inc. — all reported plans
- Daimler Truck N.A. LLC Master Retirement Trust (plan 009)
- Daimler Truck North America LLC — all reported plans
- American Airlines Inc., Master Fixed Benefit Pension Trust (plan 020)
- American Airlines, Inc. - Retirement — all reported plans
- The Rowan Pension Plan (plan 003)
- Ensco International Incorporated — all reported plans
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan (plan 002)
- Great Lakes Cheese Co — all reported plans
- Local 94, Ibew Health And Welfare Fund (plan 501)
- Local Union 94 Ibew — all reported plans
- Ibew - Neca Southwestern Health And Benefit Fund (plan 501)
- Trustees Of Ibew - Neca Swhbf — all reported plans
- Bae Systems Employees' Retirement Plan (plan 050)
- Bae Systems, Inc. — all reported plans
- Scs Engineers Employee Stock Ownership Plan (plan 002)
- Stearns, Conrad & Schmidt Consulting Engineers Inc — all reported plans
- Maxxam Pension Plan (plan 002)
- Maxxam Inc. — all reported plans
- The Peak Holdings Corporation Employee Stock Ownership Plan (plan 003)
- Peak Holdings Corporation Employee Stock Ownership Plan — all reported plans
- Wellstar Health System, Inc. Active Employees Retirement Plan B (plan 005)
- Wellstar Health System, Inc. — all reported plans
- Local 377 Pension Fund (plan 001)
- Joint Board Of Trustees Of Local 377 Pension Fund — all reported plans
- Profit Sharing Retirement Plan For Employees Of Res And Kondex (plan 001)
- Dlsm, Inc. — all reported plans
- Wellstar Health System, Inc. Active Employees Retirement Plan A (plan 003)
- Summit Racing Equipment Retirement Plan (plan 001)
- Autosales, Inc. Dba Summit Racing Equipment — all reported plans
- Syniverse Technologies Savings Plan (plan 001)
- Syniverse Technologies (Formerly Tsi Telecommunications Srvcs, Inc.) — all reported plans
- Voestalpine Railway Systems Nortrak LLC 401(K) Retirement Plan (plan 001)
- Voestalpine Railway Systems Nortrak LLC — all reported plans
- Iron Workers Local No. 5 & Iwea Employees Pension Trust Fund (plan 001)
- Board Of Trustees, Iron Workers Local No. 5 & Iwea — all reported plans
- Lazard International Strategic Equity (Acw Ex-U.S.) Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- Southern California District Council Of Laborers Severance Pay Plan (plan 501)
- Board Of Trustees, Southern California District — all reported plans
- Lazard Emerging Markets Small Cap Equity Trust (plan 001)
- Lazard Asset Management LLC — all reported plans
- De Camp Bus Lines Pension Plan For Union Employees (plan 001)
- De Camp Bus Lines — all reported plans
- Marathon-London International Fund (plan 001)
- Marathon Asset Management Limited — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources