Ubs Financial Services Ins Agency
Jersey City, NJ
Ubs Financial Services Ins Agency of Jersey City, NJ is the broker of record on 5 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $55,386 in reported broker commissions (plan year 2024).
Employer clients
Plan sponsors naming Ubs Financial Services Ins Agency 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 |
|---|---|---|---|
| Strada Services, LLC | FL | 1,331 | 2024-12-31 |
| Scharmach Enterprises, Inc. Dba Bmw Northwest | WA | 196 | 2024-12-31 |
| Kulzer & Dipadova, P.A. | NJ | 30 | 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 New Jersey
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.