Ubs Financial Services Inc
Nashville, TN
Ubs Financial Services Inc of Nashville, TN is the broker of record on 15 Form 5500 Schedule A filings covering 14 employer benefit plans across 9 states, with $148,599 in reported broker commissions (plan year 2024).
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 |
|---|---|---|---|
| Nutex Health Holdco, LLC | TX | 1,184 | 2024-12-31 |
| Miccosukee Tribe Of Indians Of Florida | FL | 1,172 | 2024-12-31 |
| Ssmg, LLC | GA | 1,027 | 2024-12-31 |
Know who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Tennessee
Form 5500 Schedule A Part 1 (broker of record), 2024–2025 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.