Ubs Financial Services Insurance
Weehawken, NJ
Ubs Financial Services Insurance of Weehawken, NJ is the broker of record on 6 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $148,623 in reported broker commissions (plan year 2025).
Quick answer
Ubs Financial Services Insurance (Weehawken, NJ) is the broker of record for 4 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Ubs Financial Services Insurance have?
- Ubs Financial Services Insurance is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
- Who are Ubs Financial Services Insurance's largest employer clients?
- By plan participants, the largest include Physicians Management - Employee Leasing Company, LLC (648 participants), Rural Health Services Consortium In (236 participants) and Zaza Holdings LLC (205 participants).
- How much does Ubs Financial Services Insurance earn in commissions?
- Insurers reported $148,623 in broker commissions paid to Ubs Financial Services Insurance for plan year 2025, per Schedule A Part 1.
- Where is Ubs Financial Services Insurance located?
- Ubs Financial Services Insurance is based in Weehawken, NJ and has employer clients in 4 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Ubs Financial Services Insurance 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 |
|---|---|---|---|
| Physicians Management - Employee Leasing Company, LLC | IN | 648 | 2024-12-31 |
| Rural Health Services Consortium In | TN | 236 | 2025-06-30 |
| Zaza Holdings LLC | TX | 205 | 2025-12-31 |
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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.