Ubs Financial Service 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 Service Inc is reported as a service provider on 7 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $198,470 and reported indirect compensation totals $29,363.

Reported compensation summary

Reported direct compensation
$198,470
Reported indirect compensation
$29,363
Total reported compensation
$227,833
Filings
7
Plan sponsors
5
Plans
7
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

Plan sponsors reporting the most compensation to Ubs Financial Service Inc
SponsorStatePlansReported compensation
Hahn Loeser & Parks LlpOH3$81,776
Acme Building Brands, Inc.TX1$70,013
Kemba Credit Union, Inc.OH1$29,363
San Diego Sports Medicine And Family Health CenterCA1$24,181
Laitram LLCLA1$22,500

State footprint

Plans reporting Ubs Financial Service Inc are sponsored in OH (4), CA (1), LA (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Acme Building Brands, Inc.Acme Brick Company 401(K) Retirement & Savings Plan2023$70,013not reported in the loaded dataset
Hahn Loeser & Parks LlpHahn Loeser & Parks Llp 401(K) Plan2023$38,162not reported in the loaded dataset
Kemba Credit Union, Inc.Kemba Credit Union Profit Sharing 401(K) Plan And Trust2023$0$29,363
Hahn Loeser & Parks LlpHlp A Plan2023$27,259not reported in the loaded dataset
San Diego Sports Medicine And Family Health CenterSan Diego Sports Medicine And Family Health Center 401(K) Profit Sharing Plan2023$24,181not reported in the loaded dataset
Laitram LLCThe Laitram Employees' Incentive Savings Plan2023$22,500not reported in the loaded dataset
Hahn Loeser & Parks LlpHlp B Plan2023$16,355not reported in the loaded dataset

Related Form 5500 pages