Ubs Financial Serices, 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 Serices, Inc. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $138,548 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $138,548
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $138,548
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| Adidas America, Inc. | OR | 1 | $67,481 |
| Light & Wonder, Inc. | NV | 1 | $41,362 |
| Sunshine, Sachs & Associates | NY | 1 | $29,705 |
State footprint
Plans reporting Ubs Financial Serices, Inc. are sponsored in NV (1), NY (1), OR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Adidas America, Inc. | Adidas 401(K) Savings And Retirement Plan | 2023 | $67,481 | not reported in the loaded dataset |
| Light & Wonder, Inc. | Light & Wonder, Inc. 401k Plan | 2023 | $41,362 | not reported in the loaded dataset |
| Sunshine, Sachs & Associates | Sunshine, Sachs & Associates Profit Sharing Plan | 2023 | $29,705 | not reported in the loaded dataset |
Related Form 5500 pages
- Adidas 401(K) Savings And Retirement Plan (plan 003)
- Adidas America, Inc. — all reported plans
- Light & Wonder, Inc. 401k Plan (plan 003)
- Light & Wonder, Inc. — all reported plans
- Sunshine, Sachs & Associates Profit Sharing Plan (plan 001)
- Sunshine, Sachs & Associates — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources