Ubs (US) Group Trust
Chicago, IL, 60606
- Plans
- 42
- Total participants
- 0
- Filing years
- 2024, 2025, 2023, 2022, 2021, 2020
- NAICS
- —
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2025 | Form 5500 | 001 | Ubs Multi-Asset Portfolio Collective Fund | — |
| 2025 | Form 5500 | 041 | Ubs Bond Surplus Collective Fund | — |
| 2025 | Form 5500 | 066 | Ubs U. S. Long Duration Credit Collective Fund | — |
| 2025 | Form 5500 | 091 | Ubs Trumbull Diversified Property Collective Fund | — |
| 2025 | Form 5500 | 140 | Ubs Emerging Markets Equity Opportunity Collective Fund | — |
| 2024 | Form 5500 | 001 | Ubs Multi-Asset Portfolio Collective Fund | — |
| 2024 | Form 5500 | 027 | Ubs Cash Management Prime Collective Fund | — |
| 2024 | Form 5500 | 041 | Ubs Bond Surplus Collective Fund | — |
| 2024 | Form 5500 | 066 | Ubs U. S. Long Duration Credit Collective Fund | — |
| 2024 | Form 5500 | 091 | Ubs Trumbull Diversified Property Collective Fund | — |
| 2024 | Form 5500 | 140 | Ubs Emerging Markets Equity Opportunity Collective Fund | — |
| 2023 | Form 5500 | 001 | Ubs Multi-Asset Portfolio Collective Fund | — |
| 2023 | Form 5500 | 027 | Ubs Cash Management Prime Collective Fund | — |
| 2023 | Form 5500 | 041 | Ubs Bond Surplus Collective Fund | — |
| 2023 | Form 5500 | 066 | Ubs U. S. Long Duration Credit Collective Fund | — |
| 2023 | Form 5500 | 091 | Ubs Trumbull Diversified Property Collective Fund | — |
| 2023 | Form 5500 | 140 | Ubs Emerging Markets Equity Opportunity Collective Fund | — |
| 2022 | Form 5500 | 001 | Ubs Multi-Asset Portfolio Collective Fund | — |
| 2022 | Form 5500 | 027 | Ubs Cash Management Prime Collective Fund | — |
| 2022 | Form 5500 | 041 | Ubs Bond Surplus Collective Fund | — |
| 2022 | Form 5500 | 066 | Ubs U. S. Long Duration Credit Collective Fund | — |
| 2022 | Form 5500 | 091 | Ubs Trumbull Diversified Property Collective Fund | — |
| 2022 | Form 5500 | 096 | Morningstar Lifetime Growth Income Index Fund | — |
| 2022 | Form 5500 | 096 | Morningstar Lifetime Growth Income Index Fund | — |
| 2022 | Form 5500 | 098 | Morningstar Lifetime Growth 2015 Index Fund | — |
| 2022 | Form 5500 | 098 | Morningstar Lifetime Growth 2015 Index Fund | — |
| 2022 | Form 5500 | 099 | Morningstar Lifetime Growth 2020 Index Fund | — |
| 2022 | Form 5500 | 099 | Morningstar Lifetime Growth 2020 Index Fund | — |
| 2022 | Form 5500 | 100 | Morningstar Lifetime Growth 2025 Index Fund | — |
| 2022 | Form 5500 | 100 | Morningstar Lifetime Growth 2025 Index Fund | — |
| 2022 | Form 5500 | 101 | Morningstar Lifetime Growth 2030 Index Fund | — |
| 2022 | Form 5500 | 101 | Morningstar Lifetime Growth 2030 Index Fund | — |
| 2022 | Form 5500 | 102 | Morningstar Lifetime Growth 2035 Index Fund | — |
| 2022 | Form 5500 | 102 | Morningstar Lifetime Growth 2035 Index Fund | — |
| 2022 | Form 5500 | 103 | Morningstar Lifetime Growth 2040 Index Fund | — |
| 2022 | Form 5500 | 103 | Morningstar Lifetime Growth 2040 Index Fund | — |
| 2022 | Form 5500 | 104 | Morningstar Lifetime Growth 2045 Index Fund | — |
| 2022 | Form 5500 | 104 | Morningstar Lifetime Growth 2045 Index Fund | — |
| 2022 | Form 5500 | 105 | Morningstar Lifetime Growth 2050 Index Fund | — |
| 2022 | Form 5500 | 105 | Morningstar Lifetime Growth 2050 Index Fund | — |
| 2022 | Form 5500 | 106 | Morningstar Lifetime Growth 2055 Index Fund | — |
| 2022 | Form 5500 | 106 | Morningstar Lifetime Growth 2055 Index Fund | — |
| 2022 | Form 5500 | 107 | Morningstar Lifetime Growth 2060 Index Fund | — |
| 2022 | Form 5500 | 107 | Morningstar Lifetime Growth 2060 Index Fund | — |
| 2022 | Form 5500 | 108 | Morningstar Large Mid Index Fund | — |
| 2022 | Form 5500 | 108 | Morningstar Large Mid Index Fund | — |
| 2022 | Form 5500 | 109 | Morningstar Small Cap Index Fund | — |
| 2022 | Form 5500 | 109 | Morningstar Small Cap Index Fund | — |
| 2022 | Form 5500 | 110 | Morningstar Developed Markets Ex-U. S. Index Fund | — |
| 2022 | Form 5500 | 110 | Morningstar Developed Markets Ex-U. S. Index Fund | — |
| 2022 | Form 5500 | 111 | Morningstar Emerging Markets Index Fund | — |
| 2022 | Form 5500 | 111 | Morningstar Emerging Markets Index Fund | — |
| 2022 | Form 5500 | 113 | Morningstar Long-Term U. S. Core Index Fund | — |
| 2022 | Form 5500 | 113 | Morningstar Long-Term U. S. Core Index Fund | — |
| 2022 | Form 5500 | 114 | Morningstar Short-Intermediate U. S. Core Index Fund | — |
| 2022 | Form 5500 | 114 | Morningstar Short-Intermediate U. S. Core Index Fund | — |
| 2022 | Form 5500 | 116 | Morningstar Global Ex-U. S. Government Bond Index Fund | — |
| 2022 | Form 5500 | 116 | Morningstar Global Ex-U. S. Government Bond Index Fund | — |
| 2022 | Form 5500 | 120 | Morningstar Lifetime Moderate 2015 Index Fund | — |
| 2022 | Form 5500 | 120 | Morningstar Lifetime Moderate 2015 Index Fund | — |
| 2022 | Form 5500 | 121 | Morningstar Lifetime Moderate 2020 Index Fund | — |
| 2022 | Form 5500 | 121 | Morningstar Lifetime Moderate 2020 Index Fund | — |
| 2022 | Form 5500 | 122 | Morningstar Lifetime Moderate 2025 Index Fund | — |
| 2022 | Form 5500 | 122 | Morningstar Lifetime Moderate 2025 Index Fund | — |
| 2022 | Form 5500 | 123 | Morningstar Lifetime Moderate 2030 Index Fund | — |
| 2022 | Form 5500 | 123 | Morningstar Lifetime Moderate 2030 Index Fund | — |
| 2022 | Form 5500 | 124 | Morningstar Lifetime Moderate 2035 Index Fund | — |
| 2022 | Form 5500 | 124 | Morningstar Lifetime Moderate 2035 Index Fund | — |
| 2022 | Form 5500 | 125 | Morningstar Lifetime Moderate 2040 Index Fund | — |
| 2022 | Form 5500 | 125 | Morningstar Lifetime Moderate 2040 Index Fund | — |
| 2022 | Form 5500 | 126 | Morningstar Lifetime Moderate 2045 Index Fund | — |
| 2022 | Form 5500 | 126 | Morningstar Lifetime Moderate 2045 Index Fund | — |
| 2022 | Form 5500 | 127 | Morningstar Lifetime Moderate 2050 Index Fund | — |
| 2022 | Form 5500 | 127 | Morningstar Lifetime Moderate 2050 Index Fund | — |
| 2022 | Form 5500 | 128 | Morningstar Lifetime Moderate 2055 Index Fund | — |
| 2022 | Form 5500 | 128 | Morningstar Lifetime Moderate 2055 Index Fund | — |
| 2022 | Form 5500 | 129 | Morningstar Lifetime Moderate 2060 Index Fund | — |
| 2022 | Form 5500 | 129 | Morningstar Lifetime Moderate 2060 Index Fund | — |
| 2022 | Form 5500 | 139 | Morningstar U. S. Reit Fund | — |
| 2022 | Form 5500 | 139 | Morningstar U. S. Reit Fund | — |
| 2022 | Form 5500 | 140 | Ubs Emerging Markets Equity Opportunity Collective Fund | — |
| 2022 | Form 5500 | 141 | Morningstar US Short-Term Tips Index Fund | — |
| 2022 | Form 5500 | 141 | Morningstar US Short-Term Tips Index Fund | — |
| 2022 | Form 5500 | 142 | Morningstar US Long-Term Tips Index Fund | — |
| 2022 | Form 5500 | 142 | Morningstar US Long-Term Tips Index Fund | — |
| 2022 | Form 5500 | 143 | Morningstar Emerging Markets Sovereign Bond Index Fund | — |
| 2022 | Form 5500 | 143 | Morningstar Emerging Markets Sovereign Bond Index Fund | — |
| 2022 | Form 5500 | 146 | Morningstar Lifetime Growth 2065 Index Fund | — |
| 2022 | Form 5500 | 146 | Morningstar Lifetime Growth 2065 Index Fund | — |
| 2021 | Form 5500 | 001 | Ubs Multi-Asset Portfolio Collective Fund | — |
| 2021 | Form 5500 | 027 | Ubs Cash Management Prime Collective Fund | — |
| 2021 | Form 5500 | 041 | Ubs Bond Surplus Collective Fund | — |
| 2021 | Form 5500 | 066 | Ubs U. S. Long Duration Credit Collective Fund | — |
| 2021 | Form 5500 | 091 | Ubs Trumbull Diversified Property Collective Fund | — |
| 2021 | Form 5500 | 096 | Morningstar Lifetime Growth Income Index Fund | — |
| 2021 | Form 5500 | 097 | Morningstar Lifetime Growth 2010 Index Fund | — |
| 2021 | Form 5500 | 098 | Morningstar Lifetime Growth 2015 Index Fund | — |
| 2021 | Form 5500 | 099 | Morningstar Lifetime Growth 2020 Index Fund | — |
| 2021 | Form 5500 | 100 | Morningstar Lifetime Growth 2025 Index Fund | — |
| 2021 | Form 5500 | 101 | Morningstar Lifetime Growth 2030 Index Fund | — |
| 2021 | Form 5500 | 102 | Morningstar Lifetime Growth 2035 Index Fund | — |
| 2021 | Form 5500 | 103 | Morningstar Lifetime Growth 2040 Index Fund | — |
| 2021 | Form 5500 | 104 | Morningstar Lifetime Growth 2045 Index Fund | — |
| 2021 | Form 5500 | 105 | Morningstar Lifetime Growth 2050 Index Fund | — |
| 2021 | Form 5500 | 106 | Morningstar Lifetime Growth 2055 Index Fund | — |
| 2021 | Form 5500 | 107 | Morningstar Lifetime Growth 2060 Index Fund | — |
| 2021 | Form 5500 | 108 | Morningstar Large Mid Index Fund | — |
| 2021 | Form 5500 | 109 | Morningstar Small Cap Index Fund | — |
| 2021 | Form 5500 | 110 | Morningstar Developed Markets Ex-U. S. Index Fund | — |
| 2021 | Form 5500 | 111 | Morningstar Emerging Markets Index Fund | — |
| 2021 | Form 5500 | 113 | Morningstar Long-Term U. S. Core Index Fund | — |
| 2021 | Form 5500 | 114 | Morningstar Short-Intermediate U. S. Core Index Fund | — |
| 2021 | Form 5500 | 115 | Morningstar Short-Term U. S. Core Index Fund | — |
| 2021 | Form 5500 | 116 | Morningstar Global Ex-U. S. Government Bond Index Fund | — |
| 2021 | Form 5500 | 120 | Morningstar Lifetime Moderate 2015 Index Fund | — |
| 2021 | Form 5500 | 121 | Morningstar Lifetime Moderate 2020 Index Fund | — |
| 2021 | Form 5500 | 122 | Morningstar Lifetime Moderate 2025 Index Fund | — |
| 2021 | Form 5500 | 123 | Morningstar Lifetime Moderate 2030 Index Fund | — |
| 2021 | Form 5500 | 124 | Morningstar Lifetime Moderate 2035 Index Fund | — |
| 2021 | Form 5500 | 125 | Morningstar Lifetime Moderate 2040 Index Fund | — |
| 2021 | Form 5500 | 126 | Morningstar Lifetime Moderate 2045 Index Fund | — |
| 2021 | Form 5500 | 127 | Morningstar Lifetime Moderate 2050 Index Fund | — |
| 2021 | Form 5500 | 128 | Morningstar Lifetime Moderate 2055 Index Fund | — |
| 2021 | Form 5500 | 129 | Morningstar Lifetime Moderate 2060 Index Fund | — |
| 2021 | Form 5500 | 139 | Morningstar U. S. Reit Fund | — |
| 2021 | Form 5500 | 140 | Ubs Emerging Markets Equity Opportunity Collective Fund | — |
| 2021 | Form 5500 | 141 | Morningstar US Short-Term Tips Index Fund | — |
| 2021 | Form 5500 | 142 | Morningstar US Long-Term Tips Index Fund | — |
| 2021 | Form 5500 | 143 | Morningstar Emerging Markets Sovereign Bond Index Fund | — |
| 2020 | Form 5500 | 001 | Ubs Multi-Asset Portfolio Collective Fund | — |
| 2020 | Form 5500 | 027 | Ubs Cash Management Prime Collective Fund | — |
| 2020 | Form 5500 | 041 | Ubs Bond Surplus Collective Fund | — |
| 2020 | Form 5500 | 066 | Ubs U. S. Long Duration Credit Collective Fund | — |
| 2020 | Form 5500 | 091 | Ubs Trumbull Diversified Property Collective Fund | — |
| 2020 | Form 5500 | 096 | Morningstar Lifetime Growth Income Index Fund | — |
| 2020 | Form 5500 | 097 | Morningstar Lifetime Growth 2010 Index Fund | — |
| 2020 | Form 5500 | 098 | Morningstar Lifetime Growth 2015 Index Fund | — |
| 2020 | Form 5500 | 099 | Morningstar Lifetime Growth 2020 Index Fund | — |
| 2020 | Form 5500 | 100 | Morningstar Lifetime Growth 2025 Index Fund | — |
| 2020 | Form 5500 | 101 | Morningstar Lifetime Growth 2030 Index Fund | — |
| 2020 | Form 5500 | 102 | Morningstar Lifetime Growth 2035 Index Fund | — |
| 2020 | Form 5500 | 103 | Morningstar Lifetime Growth 2040 Index Fund | — |
| 2020 | Form 5500 | 104 | Morningstar Lifetime Growth 2045 Index Fund | — |
| 2020 | Form 5500 | 105 | Morningstar Lifetime Growth 2050 Index Fund | — |
| 2020 | Form 5500 | 106 | Morningstar Lifetime Growth 2055 Index Fund | — |
| 2020 | Form 5500 | 107 | Morningstar Lifetime Growth 2060 Index Fund | — |
| 2020 | Form 5500 | 108 | Morningstar Large Mid Index Fund | — |
| 2020 | Form 5500 | 109 | Morningstar Small Cap Index Fund | — |
| 2020 | Form 5500 | 110 | Morningstar Developed Markets Ex-U. S. Index Fund | — |
| 2020 | Form 5500 | 111 | Morningstar Emerging Markets Index Fund | — |
| 2020 | Form 5500 | 112 | Morningstar Long-Only Commodity Index Fund | 0 |
| 2020 | Form 5500 | 113 | Morningstar Long-Term U. S. Core Index Fund | — |
| 2020 | Form 5500 | 114 | Morningstar Intermediate U. S. Core Index Fund | — |
| 2020 | Form 5500 | 115 | Morningstar Short-Term U. S. Core Index Fund | — |
| 2020 | Form 5500 | 116 | Morningstar Global Ex-U. S. Government Bond Index Fund | — |
| 2020 | Form 5500 | 120 | Morningstar Lifetime Moderate 2015 Index Fund | — |
| 2020 | Form 5500 | 121 | Morningstar Lifetime Moderate 2020 Index Fund | — |
| 2020 | Form 5500 | 122 | Morningstar Lifetime Moderate 2025 Index Fund | — |
| 2020 | Form 5500 | 123 | Morningstar Lifetime Moderate 2030 Index Fund | — |
| 2020 | Form 5500 | 124 | Morningstar Lifetime Moderate 2035 Index Fund | — |
| 2020 | Form 5500 | 125 | Morningstar Lifetime Moderate 2040 Index Fund | — |
| 2020 | Form 5500 | 126 | Morningstar Lifetime Moderate 2045 Index Fund | — |
| 2020 | Form 5500 | 127 | Morningstar Lifetime Moderate 2050 Index Fund | — |
| 2020 | Form 5500 | 128 | Morningstar Lifetime Moderate 2055 Index Fund | — |
| 2020 | Form 5500 | 129 | Morningstar Lifetime Moderate 2060 Index Fund | — |
| 2020 | Form 5500 | 139 | Morningstar U. S. Reit Fund | — |
| 2020 | Form 5500 | 140 | Ubs Emerging Markets Equity Opportunity Collective Fund | — |
| 2020 | Form 5500 | 141 | Morningstar US Short-Term Tips Index Fund | — |
| 2020 | Form 5500 | 142 | Morningstar US Long-Term Tips Index Fund | — |
| 2020 | Form 5500 | 143 | Morningstar Emerging Markets Sovereign Bond Index Fund | — |
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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