Plan Ledger DOL Form 5500 · updated monthly

Ubs Financial Services Inc.benefits

Ubs Financial Services Inc. Group Health and Welfare Benefits Plan · WEEHAWKEN, NJ · plan year 2024

Broker compensation reported · 2024
$844,457

Ubs Financial Services Inc.'s benefits plans covered 13,177 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance premiums totaled $4,632,136. Insurance brokers and agents were paid $844,457 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 18.2% of premiums. That is $64 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay rose 3.3% from $817,085 in 2023.

Insurance contracts · 202418
TRIPLE S SALUD, INC. · health drug dental ppo$2.4M · 129 covered
VISION SERVICE PLAN · vision$2.2M · 8,821 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 5,400 covered
METLIFE LEGAL PLANSpremiums n/a · 2,962 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 180 covered
KAISER FOUNDATION HEALTH PLAN, INC. · healthpremiums n/a · 103 covered
KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. · healthpremiums n/a · 32 covered
KAISER FOUNDATION HEALTH PLAN OF HAWAII · healthpremiums n/a · 2 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug hmopremiums n/a · 49 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 5,052 covered
AETNA LIFE INSURANCE CO.premiums n/a · 14,446 covered
ZURICH AMERICAN INSURANCE COMPANYpremiums n/a · 5,400 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 13,209 covered
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) · dental hmopremiums n/a · 2,749 covered
KAISER FOUNDATION HEALTH PLAN OF COLORADO · healthpremiums n/a · 17 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · healthpremiums n/a · 2 covered
Brokers & agents paid · 20244
WILLIS TOWERS WATSON US LLC$366,838 · incl $366,838 fees
INSTITUTIONAL INSURANCE GROUP LLC$287,812
MARSH SALDANA$89,511
Also brokered by Wtw5
Champion, Inc MI$46,368,623
Vca Inc. CA$4,086,268

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 132638166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.