OpenERISA

Ubs Financial Services INC.

Weehawken, NJ, 070866790

EIN 13-2638166
Plans
3
Total participants
72,251
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523120

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500001Ubs Financial Services INC. Pension Plan877
2024Form 5500003Ubs Financial Services INC Of Puerto Rico Savings Plus Plan Trust139
2024Form 5500508Ubs Financial Services INC. Group Health And Welfare Benefits Plan13,177
2023Form 5500001Ubs Financial Services INC. Pension Plan973
2023Form 5500003Ubs Financial Services INC Of Puerto Rico Savings Plus Plan Trust149
2023Form 5500508Ubs Financial Services INC. Group Health And Welfare Benefits Plan13,288
2022Form 5500001Ubs Financial Services INC. Pension Plan1,124
2022Form 5500003Ubs Financial Services INC Of Puerto Rico Savings Plus Plan Trust155
2022Form 5500508Ubs Financial Services INC. Group Health And Welfare Benefits Plan13,634
2021Form 5500001Ubs Financial Services INC. Pension Plan1,230
2021Form 5500003Ubs Financial Services INC Of Puerto Rico Savings Plus Plan Trust157
2021Form 5500508Ubs Financial Services INC. Group Health And Welfare Benefits Plan13,148
2020Form 5500001Ubs Financial Services INC. Pension Plan1,194
2020Form 5500508Ubs Financial Services INC. Group Health And Welfare Benefits Plan13,006

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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