Ubs Financial Svcs Ins Agcy Inc. — 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 Financial Svcs Ins Agcy Inc. is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $152 and reported indirect compensation totals $96,609.
Reported compensation dashboard
Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.
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.
Concentration
Top plan sponsors by reported compensation
Employers reporting the most compensation to Ubs Financial Svcs Ins Agcy Inc.. Bars show relative scale.
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State footprint
Where Ubs Financial Svcs Ins Agcy Inc. appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.
City footprint
Cities where plans reporting Ubs Financial Svcs Ins Agcy Inc. are sponsored, by plan count.
- 1Saint Helena, CA1 plan(s)
- 2Washington, DC1 plan(s)
- 3Fort Wayne, IN1 plan(s)
- 4Hudson, MA1 plan(s)
- 5Rochester, NY1 plan(s)
- 6Ravenna, OH1 plan(s)
- 7Addison, TX1 plan(s)
- 8Fort Worth, TX1 plan(s)
Plans reporting this provider
Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.
- 1Fort Worth Zoological Association, TX · Direct $0 · Indirect $26.4K · 2023
- 2Copper Cane LLC, CA · Direct $0 · Indirect $22.2K · 2023
- 3Lifecare 2.0 401(K) Plan$14.7KLifecare 2.0 Management Services, LLC, TX · Direct $152 · Indirect $14.5K · 2023
- 4The Fort Wayne Rescue Mission Ministries, Inc., IN · Direct $0 · Indirect $11.3K · 2023
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- 6Chaves Heating & Air Conditioning, Inc., MA · Direct $0 · Indirect $8K · 2023
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- 8Allen Aircraft Products, Inc., OH · Direct $0 · Indirect $3K · 2023
Frequently asked questions
- What does Form 5500 Schedule C report about Ubs Financial Svcs Ins Agcy Inc.?
- Public Form 5500 Schedule C filings report compensation paid to Ubs Financial Svcs Ins Agcy Inc. as a plan service provider. Across loaded filings, total reported compensation is $96,761.
- How many plans report Ubs Financial Svcs Ins Agcy Inc. as a service provider?
- Ubs Financial Svcs Ins Agcy Inc. appears on 8 loaded plan(s) across 8 sponsor(s).
Related Form 5500 pages
- Fort Worth Zoological Association Savings Plan (plan 001)
- Fort Worth Zoological Association — all reported plans
- Copper Cane LLC 401(K) Profit Sharing Plan (plan 001)
- Copper Cane LLC — all reported plans
- Lifecare 2.0 401(K) Plan (plan 001)
- Lifecare 2.0 Management Services, LLC — all reported plans
- The Fort Wayne Rescue Mission Ministries Inc. 403(B) Plan (plan 005)
- The Fort Wayne Rescue Mission Ministries, Inc. — all reported plans
- Foodlink, Inc. 401(K) Retirement Plan (plan 001)
- Foodlink, Inc. — all reported plans
- Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc. (plan 005)
- Chaves Heating & Air Conditioning, Inc. — all reported plans
- Dccc 401(K) Plan (plan 001)
- Dccc — all reported plans
- Allen Aircraft Products, Inc. 401(K) Profit Sharing Plan (plan 003)
- Allen Aircraft Products, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources