Ubs Securities — 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 Securities 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 $1,207,813 and reported indirect compensation totals $18,839.
Reported compensation summary
- Reported direct compensation
- $1,207,813
- Reported indirect compensation
- $18,839
- Total reported compensation
- $1,226,652
- 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 |
|---|---|---|---|
| Lockheed Martin Corporation | MD | 1 | $1,003,019 |
| Bw-M Pa 24, Ltd. | CT | 1 | $204,794 |
| National Rural Electric Cooperative Association | VA | 1 | $18,839 |
State footprint
Plans reporting Ubs Securities are sponsored in CT (1), MD (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Lockheed Martin Corporation | Lockheed Martin Corporation Master Retirement Trust | 2023 | $1,003,019 | not reported in the loaded dataset |
| Bw-M Pa 24, Ltd. | Bw-M Pa 24, Ltd. | 2023 | $204,794 | not reported in the loaded dataset |
| National Rural Electric Cooperative Association | 401(K) Pension Plan | 2023 | $0 | $18,839 |
Related Form 5500 pages
- Lockheed Martin Corporation Master Retirement Trust (plan 001)
- Lockheed Martin Corporation — all reported plans
- Bw-M Pa 24, Ltd. (plan 001)
- Bw-M Pa 24, Ltd. — all reported plans
- 401(K) Pension Plan (plan 444)
- National Rural Electric Cooperative Association — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources