Ubs Global Asset Management — 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 Global Asset Management is reported as a service provider on 38 loaded Form 5500 filing(s) across 28 plan sponsor(s) and 34 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $6,775,611 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$6,775,611
Reported indirect compensation
$0
Total reported compensation
$6,775,611
Filings
38
Plan sponsors
28
Plans
34
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 Global Asset Management
SponsorStatePlansReported compensation
Cummins Inc.IN1$911,103
Danaher CorporationDC1$858,035
National Fuel Gas CompanyNY1$820,775
Dominion Energy, Inc.VA3$603,208
Growmark Inc.IL2$431,930
Pactiv LLCIL1$431,168
Eaton CorporationOH1$409,253
Tribune Media CompanyIL1$310,055
Dana LimitedOH1$265,282
Nissan North America, Inc.TN1$256,787

State footprint

Plans reporting Ubs Global Asset Management are sponsored in IL (6), CT (5), OH (4), VA (3), MA (3), NJ (2), NY (2), DC (2), FL (1), RI (1), TN (1), TX (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Cummins Inc.Cummins Pension Plan2023$911,103not reported in the loaded dataset
Danaher CorporationDanaher Corporation & Subsidiaries Pension Plan2023$858,035not reported in the loaded dataset
Dominion Energy, Inc.Dominion Energy Retiree Health And Welfare Plan2023$440,368not reported in the loaded dataset
Pactiv LLCPactiv General Employee Benefit Trust2023$431,168not reported in the loaded dataset
Eaton CorporationEaton Corporation Master Retirement Trust2023$409,253not reported in the loaded dataset
Tribune Media CompanyTribune Company Master Trust For Pension Plans2023$310,055not reported in the loaded dataset
Dana LimitedDana Limited Master Trust2023$265,282not reported in the loaded dataset
Nissan North America, Inc.Nissan North America, Inc. Employee Retirement Plan Master Trust2023$256,787not reported in the loaded dataset
Growmark Inc.Group Retirement Income Plan No.162023$246,217not reported in the loaded dataset
Board Of Trustees-New York State Nurses Association Pension PlanNew York State Nurses Association Pension Plan2023$233,878not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$205,405not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$196,644not reported in the loaded dataset
Growmark Inc.Group Retirement Income Plan No. 82023$185,713not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$171,742not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$171,588not reported in the loaded dataset
Csx CorporationCsx Corporation Master Pension Trust2023$169,623not reported in the loaded dataset
Umwa 1974 Pension Trust Board Of TrusteesUnited Mine Workers Of America 1974 Pension Plan2023$141,837not reported in the loaded dataset
Martin Marietta Materials, Inc.Martin Marietta Pension Plan2023$124,235not reported in the loaded dataset
Teknor Apex CompanyThe Teknor Apex Company Retirement Plan2023$122,794not reported in the loaded dataset
Dominion Energy, Inc.Dominion Energy Transmission Union Retiree Health And Welfare Plan2023$105,282not reported in the loaded dataset
American Water Works Co., Inc.Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries2023$92,656not reported in the loaded dataset
Stp Nuclear Operating CompanyStp Nuclear Operating Company Retirement Plan2023$85,052not reported in the loaded dataset
Rgs Energy Group, Inc.Nyseg And Rge Pension Plan2023$75,482not reported in the loaded dataset
National Fuel Gas CompanyNational Fuel Gas Company Retirement Plan2023$75,396$0
Mtd Products IncMtd Products Inc Pension Plan2023$69,887not reported in the loaded dataset
Ford Motor CompanyFord Motor Company Trust Fund Real Estate2023$69,258not reported in the loaded dataset
American Water Works Co., Inc.Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa2023$61,793not reported in the loaded dataset
Dominion Energy, Inc.Dominion Energy Ohio Union Retiree Health And Welfare Plan2023$57,558not reported in the loaded dataset
Usg CorporationUsg Corporation Retirement Plan2023$50,572not reported in the loaded dataset
The United Illuminating CompanyThe United Illuminating Company Pension Plan2023$31,086not reported in the loaded dataset
Grange Holdings, Inc.Grange Holdings, Inc. Retirement Income Plan2023$29,891not reported in the loaded dataset
Brockton Hospital, Inc.Brockton Hospital Pension Fund Master Trust2023$26,646$0
Central Maine Power CompanyCmp Pension Plan2023$23,812not reported in the loaded dataset
Connecticut Natural Gas CorporationCng Pension Plan2023$17,798not reported in the loaded dataset
Gatx CorporationGatx Corporation Noncontributory Pension Plan For Salaried Employees2023$15,454not reported in the loaded dataset
Brockton Hospital, Inc.Signature Healthcare Retirement Plan C2023$14,896$0
Brockton Hospital, Inc.Signature Healthcare Retirement Plan2023$11,750$0
The Southern Connecticut Gas CompanyScg Pension Plan2023$9,615not reported in the loaded dataset

Related Form 5500 pages