Plan5500

Ubs Realty Investors — 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 Realty Investors 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 $657,076 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$657.1KDirect + indirect, across loaded filings$657,076
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$657.1K
Indirect compensationNot reported

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation51%Blue Cross Blue Shield Of Massachusetts, Inc.
Top state share of plans40%MA
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Ubs Realty Investors. Bars show relative scale.

  1. 1
    Blue Cross Blue Shield Of Massachusetts, Inc.$334.8K
    MA · 1 plan(s)
  2. 2
    Cleveland-Cliffs Steel LLC$210.3K
    IL · 1 plan(s)
  3. 3
    Sturdy Memorial Hospital Inc$55.5K
    MA · 1 plan(s)
  4. 4
    Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan$35.1K
    NY · 1 plan(s)
  5. 5
    Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund$21.3K
    PA · 1 plan(s)
Geographic reach

State footprint

Where Ubs Realty Investors 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.

  1. 1
    MA2 plan(s)
  2. 2
    IL1 plan(s)
  3. 3
    NY1 plan(s)
  4. 4
    PA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Ubs Realty Investors are sponsored, by plan count.

  1. 1
    Chicago, IL1 plan(s)
  2. 2
    Attleboro, MA1 plan(s)
  3. 3
    Boston, MA1 plan(s)
  4. 4
    Buffalo, NY1 plan(s)
  5. 5
    Wexford, 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
    Blue Cross And Blue Shield Of Massachusetts, Inc. Retirement Income Trust$334.8K
    Blue Cross Blue Shield Of Massachusetts, Inc., MA · Direct $334.8K · 2023
  2. 2
    Cleveland-Cliffs Steel LLC Pension Trust$210.3K
    Cleveland-Cliffs Steel LLC, IL · Direct $210.3K · 2023
  3. 3
    Sturdy Memorial Hospital Inc Retirement Plan$55.5K
    Sturdy Memorial Hospital Inc, MA · Direct $55.5K · 2023
  4. 4
    Sheet Metal Workers Local Union No 71 Pension Plan$35.1K
    Board Of Trustees Sheet Metal Workers Local No. 71 Pension Plan, NY · Direct $35.1K · 2023
  5. 5
    Ufcw Local 23 & Giant Eagle Pension Fund$21.3K
    Board Of Trustees Ufcw Local 23 & Giant Eagle Pension Fund, PA · Direct $21.3K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Ubs Realty Investors?
Public Form 5500 Schedule C filings report compensation paid to Ubs Realty Investors as a plan service provider. Across loaded filings, total reported compensation is $657,076.
How many plans report Ubs Realty Investors as a service provider?
Ubs Realty Investors appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages