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Filters:EIN 363762086 Clear all

Companies

companyUbs (Us) Group Trust
$1.7Breported plan assets
EIN: 36-3762086Location: ILPlans: 6Latest: 2023
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Plans

planUbs Emerging Markets Equity Opportunity Collective FundFinancial statement2023 filing
$1.3Breported assets (EOY)
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 140Participants: not reported in the loaded datasetAssets: $1,267,253,863Net assets: $1.2BLocation: Chicago, ILLatest: 2023
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planUbs U. S. Long Duration Credit Collective FundFinancial statement2023 filing
$194Mreported assets (EOY)
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 066Participants: not reported in the loaded datasetAssets: $194,039,772Net assets: $189.2MLocation: Chicago, ILLatest: 2023
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planUbs Trumbull Diversified Property Collective FundFinancial statement2023 filing
$108.9Mreported assets (EOY)
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 091Participants: not reported in the loaded datasetAssets: $108,859,113Net assets: $108.8MLocation: Chicago, ILLatest: 2023
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planUbs Multi-Asset Portfolio Collective FundFinancial statement2023 filing
$76.7Mreported assets (EOY)
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 001Participants: not reported in the loaded datasetAssets: $76,666,054Net assets: $75.4MLocation: Chicago, ILLatest: 2023
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planUbs Cash Management Prime Collective FundFinancial statement2023 filing
$50.4Mreported assets (EOY)
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 027Participants: not reported in the loaded datasetAssets: $50,386,479Net assets: $50.1MLocation: Chicago, ILLatest: 2023
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planUbs Bond Surplus Collective FundFinancial statement2023 filing
$45.9Mreported assets (EOY)
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 041Participants: not reported in the loaded datasetAssets: $45,918,154Net assets: $45.9MLocation: Chicago, ILLatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Direct: $1.8BIndirect: $1MLatest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Direct: $673.6MIndirect: $1.9MLatest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Direct: $125.3MIndirect: $0Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Direct: $228.5MIndirect: $148.7KLatest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Direct: $97.6MIndirect: $458Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Direct: $247.8MIndirect: $14.8KLatest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Direct: $186.8MIndirect: $54.2KLatest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Direct: $186.9MIndirect: $33.3KLatest: 2023
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Filings

filing2023 Form 5500 — Ubs Multi-Asset Portfolio Collective Fund
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 001Ack ID: 20240416152820NAL0002243634001
filing2023 Form 5500 — Ubs Cash Management Prime Collective Fund
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 027Ack ID: 20240416152932NAL0001017633001
filing2023 Form 5500 — Ubs Bond Surplus Collective Fund
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 041Ack ID: 20240416153058NAL0002254578001
filing2023 Form 5500 — Ubs U. S. Long Duration Credit Collective Fund
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 066Ack ID: 20240416153033NAL0000680867001
filing2023 Form 5500 — Ubs Trumbull Diversified Property Collective Fund
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 091Ack ID: 20240416153000NAL0001200336001
filing2023 Form 5500 — Ubs Emerging Markets Equity Opportunity Collective Fund
Sponsor: Ubs (Us) Group TrustEIN: 36-3762086Plan: 140Ack ID: 20240416153144NAL0001024369001