Plan5500

Ubs Financial Svcs Ins Agcy 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 Svcs Ins Agcy Inc. is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $152 and reported indirect compensation totals $96,609.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$96.8KDirect + indirect, across loaded filings$96,761
Plans served8
Plan sponsors8
Filings8
Direct vs. indirect compensation
Direct compensation$152
Indirect compensation$96.6K

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 compensation27%Fort Worth Zoological Association
Top state share of plans25%TX
Plan sponsors served8
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Ubs Financial Svcs Ins Agcy Inc.. Bars show relative scale.

  1. 1
    Fort Worth Zoological Association$26.4K
    TX · 1 plan(s)
  2. 2
    Copper Cane LLC$22.2K
    CA · 1 plan(s)
  3. 3
    Lifecare 2.0 Management Services, LLC$14.7K
    TX · 1 plan(s)
  4. 4
    The Fort Wayne Rescue Mission Ministries, Inc.$11.3K
    IN · 1 plan(s)
  5. 5
    Foodlink, Inc.$8K
    NY · 1 plan(s)
  6. 6
    Chaves Heating & Air Conditioning, Inc.$8K
    MA · 1 plan(s)
  7. 7
    Dccc$3.3K
    DC · 1 plan(s)
  8. 8
    Allen Aircraft Products, Inc.$3K
    OH · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Ubs Financial Svcs Ins Agcy Inc. are sponsored, by plan count.

  1. 1
    TX2 plan(s)
  2. 2
    DC1 plan(s)
  3. 3
    IN1 plan(s)
  4. 4
    CA1 plan(s)
  5. 5
    NY1 plan(s)
  6. 6
    OH1 plan(s)
  7. 7
    MA1 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
    Fort Worth Zoological Association Savings Plan$26.4K
    Fort Worth Zoological Association, TX · Direct $0 · Indirect $26.4K · 2023
  2. 2
    Copper Cane LLC 401(K) Profit Sharing Plan$22.2K
    Copper Cane LLC, CA · Direct $0 · Indirect $22.2K · 2023
  3. 3
    Lifecare 2.0 401(K) Plan$14.7K
    Lifecare 2.0 Management Services, LLC, TX · Direct $152 · Indirect $14.5K · 2023
  4. 4
    The Fort Wayne Rescue Mission Ministries Inc. 403(B) Plan$11.3K
    The Fort Wayne Rescue Mission Ministries, Inc., IN · Direct $0 · Indirect $11.3K · 2023
  5. 5
    Foodlink, Inc. 401(K) Retirement Plan$8K
    Foodlink, Inc., NY · Direct $0 · Indirect $8K · 2023
  6. 6
    Acca New England Retirement Savings Plan Fbo Chaves Heating & Air Conditioning, Inc.$8K
    Chaves Heating & Air Conditioning, Inc., MA · Direct $0 · Indirect $8K · 2023
  7. 7
    Dccc 401(K) Plan$3.3K
    Dccc, DC · Direct $0 · Indirect $3.3K · 2023
  8. 8
    Allen Aircraft Products, Inc. 401(K) Profit Sharing Plan$3K
    Allen Aircraft Products, Inc., OH · Direct $0 · Indirect $3K · 2023

Related Form 5500 pages