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Ubs Asset Management Trust Company — 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 Asset Management Trust Company is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $957,729 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$957.7KDirect + indirect, across loaded filings$957,729
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$957.7K
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation43%Exelon Corporation
Top state share of plans20%CA
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Ubs Asset Management Trust Company. Bars show relative scale.

  1. 1
    Exelon Corporation$413.8K
    IL · 1 plan(s)
  2. 2
    Constellation Energy Generation LLC$318.3K
    PA · 1 plan(s)
  3. 3
    Mars, Incorporated$138.7K
    NJ · 1 plan(s)
  4. 4
    Teledyne Technologies Incorporated$60.7K
    CA · 1 plan(s)
  5. 5
    Henry Ford Health System$26.2K
    MI · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Ubs Asset Management Trust Company are sponsored, by plan count.

  1. 1
    CA1 plan(s)
  2. 2
    IL1 plan(s)
  3. 3
    MI1 plan(s)
  4. 4
    NJ1 plan(s)
  5. 5
    PA1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Exelon Corp Pension Master Trust- Equity$413.8K
    Exelon Corporation, IL · Direct $413.8K · Indirect $0 · 2023
  2. 2
    Constellation Pension Master Trust - Equity$318.3K
    Constellation Energy Generation LLC, PA · Direct $318.3K · 2023
  3. 3
    U. S. Retirement Plan$138.7K
    Mars, Incorporated, NJ · Direct $138.7K · Indirect $0 · 2023
  4. 4
    Teledyne Technologies Incorporated Pension Plan$60.7K
    Teledyne Technologies Incorporated, CA · Direct $60.7K · 2023
  5. 5
    Henry Ford Health System Retirement Master Trust$26.2K
    Henry Ford Health System, MI · Direct $26.2K · 2023

Related Form 5500 pages