Assets by plan
Share of aggregate retirement assets
96%top
Sponsor portfolioTH
UBS AG
EIN 98-0186363Finance and InsuranceLatest filing 2024
Plans
4
Retirement
2
$10.59B assets
Welfare
2
$12.4M premiums
Participants
69,025
1000 HARBOR BLVD., 10TH FLOOR - WEEHAWKEN, NJ 070866790201-352-3000
Retirement portfolio analytics
2 plans aggregated / $10.59B assets / 38,660 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
- 401(K) PLAN TRUST (#002)34,848
- UBS PENSION (#001)3,812
Benefits portfolio analytics
2 plans / $12.4M premiums / 11,054 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$8.4M
- Long-term disability$8.4M
- Other$1.8M
- Vision$1.7M
- Dental$773K
- Health$559K
Carrier market share
Premium dollars by Schedule A carrier
68%top
- HARTFORD LIFE AND ACCIDENT68%
- VISION SERVICE PLAN13%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
- ZURICH AMERICAN INSURANCE COMPANY5%
- KAISER FOUNDATION HEALTH PLAN INC5%
- +1 more
Broker market share
Schedule A broker compensation
56%top
- WILLIS TOWERS WATSON US LLC56%
- AON CONSULTING INC44%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
UBS 401(K) PLAN TRUST
401k
Assets$10.21B
Participants34,848
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
UBS PENSION PLAN
CashBalance
Assets$380.4M
Participants3,812
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#516
UBS AG HEALTH AND WELFARE PLAN
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$12.4M
Covered lives11,054
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519
UBS SEVERANCE PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | UBS 401(K) PLAN TRUST | 401k | $10.21B | 34,848 | 2024 | |
| 001 | UBS PENSION PLAN | CashBalance | $380.4M | 3,812 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 516 | UBS AG HEALTH AND WELFARE PLAN | Fully Insured | HARTFORD LIFE AND ACCIDENT | $12.4M | 11,054 | 2024 | |
| 519 | UBS SEVERANCE PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans