Ubs Ag — 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 Ag is reported as a service provider on 12 loaded Form 5500 filing(s) across 12 plan sponsor(s) and 12 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $105,824 and reported indirect compensation totals $219,052.
Reported compensation summary
- Reported direct compensation
- $105,824
- Reported indirect compensation
- $219,052
- Total reported compensation
- $324,876
- Filings
- 12
- Plan sponsors
- 12
- Plans
- 12
- 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 |
|---|---|---|---|
| Aberdeen Asset Management | MO | 1 | $84,455 |
| Adidas America, Inc. | OR | 1 | $44,332 |
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $41,998 |
| Causeway Capital Management LLC | CA | 1 | $36,342 |
| Par Technology Corporation | NY | 1 | $26,492 |
| Macandrews & Forbes Group, LLC | NY | 1 | $25,000 |
| Causeway Capital Management LLC | CA | 1 | $16,998 |
| Causeway Capital Management LLC | MO | 1 | $12,781 |
| Bell Asset Management Ltd. | MO | 1 | $10,608 |
| North American Breweries, Inc. | NY | 1 | $10,000 |
State footprint
Plans reporting Ubs Ag are sponsored in MO (5), NY (3), CA (2), OH (1), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Aberdeen Asset Management | Emerging Markets Equity Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. | 2023 | $0 | $84,455 |
| Adidas America, Inc. | Adidas 401(K) Savings And Retirement Plan | 2023 | $44,332 | not reported in the loaded dataset |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $0 | $41,998 |
| Causeway Capital Management LLC | Causeway Multi-Fund LLC - International Value Institutional Series | 2023 | $0 | $36,342 |
| Par Technology Corporation | Par Technology Corporation Retirement Plan | 2023 | $26,492 | not reported in the loaded dataset |
| Macandrews & Forbes Group, LLC | Macandrews & Forbes Group, LLC Savings Or Cash Option Plan For Employees | 2023 | $25,000 | not reported in the loaded dataset |
| Causeway Capital Management LLC | Causeway Multi-Fund LLC - International Value Institutional Series B | 2023 | $0 | $16,998 |
| Causeway Capital Management LLC | Causeway International Opportunities Group Trust | 2023 | $0 | $12,781 |
| Bell Asset Management Ltd. | Bell Global Trust | 2023 | $0 | $10,608 |
| North American Breweries, Inc. | North American Breweries, Inc. Employees' Savings And Investment Plan | 2023 | $10,000 | not reported in the loaded dataset |
| Aberdeen Asset Management | Emerging Markets Smaller Companies Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. | 2023 | $0 | $9,623 |
| Aberdeen Asset Management | Eafe Plus Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. | 2023 | $0 | $6,247 |
Related Form 5500 pages
- Emerging Markets Equity Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. (plan 001)
- Aberdeen Asset Management — all reported plans
- Adidas 401(K) Savings And Retirement Plan (plan 003)
- Adidas America, Inc. — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Causeway Multi-Fund LLC - International Value Institutional Series (plan 001)
- Causeway Capital Management LLC — all reported plans
- Par Technology Corporation Retirement Plan (plan 001)
- Par Technology Corporation — all reported plans
- Macandrews & Forbes Group, LLC Savings Or Cash Option Plan For Employees (plan 003)
- Macandrews & Forbes Group, LLC — all reported plans
- Causeway Multi-Fund LLC - International Value Institutional Series B (plan 001)
- Causeway Capital Management LLC — all reported plans
- Causeway International Opportunities Group Trust (plan 001)
- Causeway Capital Management LLC — all reported plans
- Bell Global Trust (plan 001)
- Bell Asset Management Ltd. — all reported plans
- North American Breweries, Inc. Employees' Savings And Investment Plan (plan 001)
- North American Breweries, Inc. — all reported plans
- Emerging Markets Smaller Companies Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. (plan 001)
- Aberdeen Asset Management — all reported plans
- Eafe Plus Fund, A Series Of The Abrdn Institutional Commingled Funds, LLC. (plan 001)
- Aberdeen Asset Management — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources