Ubs Financial Services Inc
Nashville, TN
Ubs Financial Services Inc of Nashville, TN is the broker of record on 22 Form 5500 Schedule A filings covering 15 employer benefit plans across 9 states, with $251,296 in reported broker commissions (plan year 2025).
Quick answer
Ubs Financial Services Inc (Nashville, TN) is the broker of record for 15 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Ubs Financial Services Inc have?
- Ubs Financial Services Inc is named as broker on Form 5500 Schedule A filings for 15 distinct plan sponsors in 9 states.
- Who are Ubs Financial Services Inc's largest employer clients?
- By plan participants, the largest include Miccosukee Tribe Of Indians Of Florida (1,216 participants), Nutex Health Holdco, LLC (1,184 participants) and Ssmg, LLC (979 participants).
- How much does Ubs Financial Services Inc earn in commissions?
- Insurers reported $251,296 in broker commissions and $1,728 in fees paid to Ubs Financial Services Inc for plan year 2025, per Schedule A Part 1.
- Where is Ubs Financial Services Inc located?
- Ubs Financial Services Inc is based in Nashville, TN and has employer clients in 9 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Ubs Financial Services Inc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Miccosukee Tribe Of Indians Of Florida | FL | 1,216 | 2025-12-31 |
| Nutex Health Holdco, LLC | TX | 1,184 | 2024-12-31 |
| Ssmg, LLC | GA | 979 | 2025-12-31 |
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Other benefits brokers in Tennessee
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.