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Benefits Intelligence/Broker Directory/New Jersey

Ubs Financial Services Ins. Ag

Weehawken, NJ

Ubs Financial Services Ins. Ag of Weehawken, NJ is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $16,699 in reported broker commissions (plan year 2010).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
2
Reported commissions
$16,699
plan year 2010

Employer clients

Plan sponsors naming Ubs Financial Services Ins. Ag on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Austin Retina AssociatesTX492010-12-31
Hanson & Paul, Inc.CA192009-12-31

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Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.