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Company Name: | UBS FINANCIAL SERVICES INC. |
Employer identification number (EIN): | 132638166 |
NAIC Classification: | 523120 |
NAIC Description: | Securities Brokerage |
The following addresses have been detected on the 401k submissions:
USA Mailing Address | |||||
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Date first seen: 2010-10-15 | |||||
Date last seen: 2018-10-12 | |||||
USA Mailing Address | ||||||
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Date first seen: 2010-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
USA Location Address | ||||||
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Date first seen: 2010-01-01 | ||||||
Date last seen: 2023-12-31 | ||||||
Date | Description |
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2022-08-24 | 132638166 Change of name detected from UBS FINANCIAL SERVICES INCORPORATED OF PUERTO RICO to UBS FINANCIAL SERVICES INC. |
Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
---|---|---|---|
002 | UBS FINANCIAL SERVICES INC. 401(K) PLUS PLAN | 2015-01-01 | 1979-10-01 |
508 | UBS FINANCIAL SERVICES INC. GROUP HEALTH AND WELFARE BENEFITS PLAN | 2015-01-01 | 2001-01-01 |
001 | UBS FINANCIAL SERVICES INC. PENSION PLAN | 2009-01-01 | 1975-07-01 |
003 | UBS FINANCIAL SERVICES INC OF PUERTO RICO SAVINGS PLUS PLAN TRUST | 2000-01-01 | 2000-01-01 |
Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
---|---|---|---|---|---|
2017-09-07 | Employer Contributions | $ 60,000,000 | 13444 | $ 4,463 | |
2017-09-07 | Employee Contributions | $ 60,000,000 | 13444 | $ 4,463 | |
2016-07-28 | Employer Contributions | $ 150,000,000 | 1748 | $ 85,812 | |
2016-07-28 | Employee Contributions | $ 150,000,000 | 1748 | $ 85,812 | |
2016-06-27 | Employer Contributions | $ 10,215,000 | 1748 | $ 5,844 | |
2016-06-27 | Employee Contributions | $ 10,215,000 | 1748 | $ 5,844 | |
2016-04-15 | Employer Contributions | $ 10,215,000 | 1748 | $ 5,844 | |
2016-04-15 | Employee Contributions | $ 10,215,000 | 1748 | $ 5,844 | |
2015-10-15 | Employer Contributions | $ 12,520,000 | 1 | $ 12,520,000 | |
2015-10-15 | Employee Contributions | $ 12,520,000 | 1 | $ 12,520,000 | |
2015-07-15 | Employer Contributions | $ 12,520,000 | 1 | $ 12,520,000 | |
2015-07-15 | Employee Contributions | $ 12,520,000 | 1 | $ 12,520,000 | |
2015-03-26 | Employer Contributions | $ 12,520,000 | 1 | $ 12,520,000 | |
2015-03-26 | Employee Contributions | $ 12,520,000 | 1 | $ 12,520,000 | |
2015-01-21 | Employer Contributions | $ 270,000 | 1 | $ 270,000 | |
2015-01-21 | Employee Contributions | $ 270,000 | 1 | $ 270,000 | |
2015-01-14 | Employer Contributions | $ 12,250,000 | 1 | $ 12,250,000 | |
2015-01-14 | Employee Contributions | $ 12,250,000 | 1 | $ 12,250,000 | |
2014-09-10 | Employer Contributions | $ 15,350,000 | 16307 | $ 941 | |
2014-09-10 | Employee Contributions | $ 15,350,000 | 16307 | $ 941 | |
2014-07-09 | Employer Contributions | $ 15,000,000 | 16307 | $ 920 | |
2014-07-09 | Employee Contributions | $ 15,000,000 | 16307 | $ 920 | |
2014-04-10 | Employer Contributions | $ 15,000,000 | 16307 | $ 920 | |
2014-04-10 | Employee Contributions | $ 15,000,000 | 16307 | $ 920 | |
2014-01-13 | Employer Contributions | $ 21,326,000 | 16307 | $ 1,308 | |
2014-01-13 | Employee Contributions | $ 21,326,000 | 16307 | $ 1,308 | |
2013-10-10 | Employer Contributions | $ 6,387,000 | 2350 | $ 2,718 | |
2013-10-10 | Employee Contributions | $ 6,387,000 | 2350 | $ 2,718 | |
2013-09-10 | Employer Contributions | $ 3,529,978 | 2350 | $ 1,502 | |
2013-09-10 | Employee Contributions | $ 3,529,978 | 2350 | $ 1,502 | |
2013-07-11 | Employer Contributions | $ 6,387,000 | 2350 | $ 2,718 | |
2013-07-11 | Employee Contributions | $ 6,387,000 | 2350 | $ 2,718 | |
2013-04-11 | Employer Contributions | $ 6,387,000 | 2350 | $ 2,718 | |
2013-04-11 | Employee Contributions | $ 6,387,000 | 2350 | $ 2,718 | |
2013-01-14 | Employer Contributions | $ 2,576,022 | 2350 | $ 1,096 | |
2013-01-14 | Employee Contributions | $ 2,576,022 | 2350 | $ 1,096 | |
2012-07-15 | Employer Contributions | $ 10,409,000 | 15324 | $ 679 | |
2012-07-15 | Employee Contributions | $ 10,409,000 | 15324 | $ 679 | |
2012-04-13 | Employer Contributions | $ 200,000 | 15324 | $ 13 | |
2012-04-13 | Employee Contributions | $ 200,000 | 15324 | $ 13 | |
2012-04-03 | Employer Contributions | $ 640,313 | 15324 | $ 42 | |
2012-04-03 | Employee Contributions | $ 640,313 | 15324 | $ 42 | |
2011-12-29 | Employer Contributions | $ 5,000,000 | 16004 | $ 312 | |
2011-12-29 | Employee Contributions | $ 5,000,000 | 16004 | $ 312 | |
2010-04-14 | Employer Contributions | $ 6,472,743 | 3105 | $ 2,085 | |
2010-04-14 | Employee Contributions | $ 6,472,743 | 3105 | $ 2,085 | |
2009-12-30 | Employer Contributions | $ 100,000,000 | 3435 | $ 29,112 | |
2009-12-30 | Employee Contributions | $ 100,000,000 | 3435 | $ 29,112 |