Benefits broker of record · NEW YORK, NY
UBS FINANCIAL SERVICES INC
UBS FINANCIAL SERVICES INC of NEW YORK, NY is named as the broker of record on 1 insurance contract in public Form 5500 Schedule A filings.
One of 4 offices of UBS FINANCIAL SERVICES INC..
Book profile
UBS FINANCIAL SERVICES INC brokers 1 insured contract for 1 employer, all in California.
EMPOWER ANNUITY INSURANCE COMPANY writes the most contracts in the book (1, about 100%).
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| VOLK ENTERPRISES,INC. | TURLOCK, CA | EMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC | —FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)
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