UBS Savings And Investment Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 85, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. UBS Savings And Investment Plan currently has over 14,000 active participants and over $1.4B in plan assets.
| Address |
677 Washington Boulevard
Stamford, CT 06901-0300 |
| Industry | Finance and Insurance |
| Administrator | Vincent Raimondi |
| Net Plan Assets | $1,370,000,000 |
| Total Participants | 14,000 |
| Avg Account Balance | $100,000 |
| Federal Home Loan Mortgage | 83.7 |
| Allianz of America | 79.5 |
| John Hancock Financial Services | 79.3 |
| Ameriprise Financial | 78.2 |
| AXA Equitable Life Insurance Company | 75.3 |
| Aegon USA, LLC | 72.8 |
| 1. | Vanguard Institutional Index | 17% |
| 2. | Artio International Equity | 10% |
| 3. | Vanguard Prime Money Market | 10% |
| Recordkeeper | Aon Hewitt EnnisKnupp |
| Auditor | Mitchell & Titus, LLP |
| Corporate Trustee | State Street Global Advisors |
| Investment Adviser | Callan Associates |

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