Form 5500 · Employee benefit plan · WEEHAWKEN, NJ
UBS AG
Public Form 5500 records show how UBS AG (WEEHAWKEN, NJ) structures its employee benefits. Its broker of record is AON RISK SERVICES NORTHEAST INC. Coverage is written through ZURICH AMERICAN INSURANCE COMPANY and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 98-0186363 · plan 516 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| ZURICH AMERICAN INSURANCE COMPANY | — | 4,509 | December | $84,058 |
| ZURICH AMERICAN INSURANCE COMPANY | — | 4,600 | December | $1,380 |
| METLIFE LEGAL PLANS | — | 2,626 | December | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 11,054 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (CIGNA) | Dental | 5,107 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 88 | December | $0 |
| VISION SERVICE PLAN | Vision | 6,655 | December | $0 |
Questions
Who is UBS AG's benefits broker?
Per its most recent Form 5500 Schedule A, UBS AG's broker of record is AON RISK SERVICES NORTHEAST INC.
What insurance carrier does UBS AG use?
UBS AG's benefit plan is written through ZURICH AMERICAN INSURANCE COMPANY, among 7 disclosed carriers.
When does UBS AG's group plan renew?
The most recent Schedule A policy period for UBS AG ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from UBS AG's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.