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401k Sponsoring company profile

UBS US GROUP TRUST has sponsored the creation of one or more 401k plans.

Company Name:UBS US GROUP TRUST
Employer identification number (EIN):363762086

The following addresses have been detected on the 401k submissions:

USA Mailing Address
UBS TOWER
ONE NORTH WACKER DRIVE
CHICAGO
IL
60606
Date first seen: 2007-01-01
Date last seen: 2024-06-30
USA Location Address
UBS TOWER
ONE NORTH WACKER DRIVE
CHICAGO
IL
60606
Date first seen: 2007-01-01
Date last seen: 2024-06-30

Sponsoring Company Events

DateDescription
2022-04-14363762086 Change of plan name detected from MORNINGSTAR INTERMEDIATE U. S. CORE INDEX FUND to MORNINGSTAR SHORT-INTERMEDIATE U. S. CORE INDEX FUND for plan ID 114

UBS US GROUP TRUST 401k Plans

Plan id# Plan Name Plan Start Date Plan Effective Date
091UBS TRUMBULL DIVERSIFIED PROPERTY COLLECTIVE FUND2013-07-01 2020-07-01
017UBS U.S. BALANCED COLLECTIVE FUND2013-07-01 2013-07-01
009UBS U.S. BOND COLLECTIVE FUND2013-07-01 2013-07-01
090UBS EMERGING MARKETS GROWTH EQUITY COLLECTIVE FUND2013-07-01 2013-07-01
024UBS EMERGING MARKETS EQUITY COLLECTIVE FUND2013-07-01 2013-07-01
066UBS US LONG DURATION CREDIT COLLECTIVE FUND2013-07-01 2020-07-01
041UBS BOND SURPLUS COLLECTIVE FUND2014-07-01 2020-07-01
019UBS GLOBAL (EX-U.S.) EQUITY STOCK ONLY COLLECTIVE FUND2014-07-01 2013-07-01
048UBS ALL COUNTRY WORLD (EX-U.S.) EQUITY COLLECTIVE FUND2014-07-01 2013-07-01
086UBS CAPITAL EFFICIENT US PENSION LIABILITY ACTIVE MEMBER COLLECTIVE FUND2014-07-01 2013-07-01
015UBS GLOBAL SECURITIES COLLECTIVE FUND2014-07-01 2013-07-01
049UBS STABLE VALUE COLLECTIVE FUND2013-07-01 2013-07-01
001UBS MULTI-ASSET PORTFOLIO COLLECTIVE FUND2014-07-01 2020-07-01
084UBS CAPITAL EFFICIENT US PENSION LIABILITY RETIRED MEMBER COLLECTIVE FUND2011-07-01 2013-07-01
067UBS EMERGING MARKETS DEBT COLLECTIVE FUND2014-07-01 2013-07-01
055UBS U.S. LARGE CAP GROWTH EQUITY COLLECTIVE FUND2014-07-01 2013-07-01
050UBS HALO EMERGING MARKETS EQUITY COLLECTIVE FUND2014-07-01 2013-07-01
085UBS U.S. PENSION LIABILITY ACTIVE MEMBER COLLECTIVE FUND2014-07-01 2013-07-01
027UBS CASH MANAGEMENT PRIME COLLECTIVE FUND2014-07-01 2020-07-01
087UBS U.S. PENSION LIABILITY RETIRED MEMBER COLLECTIVE FUND2014-07-01 2013-07-01
092UBS FIXED INCOME GLOBAL OPPORTUNITIES COLLECTIVE FUND2014-07-01 2013-07-01
020UBS GLOBAL (EX-U.S. AND JAPAN) BOND COLLECTIVE FUND2008-07-01
016UBS U.S. ALL CAP EQUITY COLLECTIVE FUND2008-07-01
010UBS U.S. HIGH YIELD COLLECTIVE FUND2008-07-01
044UBS GLOBAL AGGREGATE BOND COLLECTIVE FUND2008-07-01
245UBS TARGETRETIREMENT 2045 COLLECTIVE FUND SERIES II2008-07-01
057UBS GLOBAL (EX-U.S.) ALL CAP GROWTH EQUITY COLLECTIVE FUND2009-01-20
053UBS ALIS RETIRED MEMBER COLLECTIVE FUND2008-07-01
039UBS GLOBAL (EX-U.S.) SMALL CAP GROWTH EQUITY COLLECTIVE FUND2008-07-01 2013-07-01
052UBS ALIS ACTIVE MEMBER COLLECTIVE FUND2008-07-01
056UBS US EQUITY ALPHA COLLECTIVE FUND2008-07-01
108MORNINGSTAR LARGE MID INDEX FUND2015-07-01 2020-07-01
112MORNINGSTAR LONG-ONLY COMMODITY INDEX FUND2015-07-01 2019-07-01
101MORNINGSTAR LIFETIME GROWTH 2030 INDEX FUND2015-07-01 2020-07-01
097MORNINGSTAR LIFETIME GROWTH 2010 INDEX FUND2015-07-01 2020-07-01
103MORNINGSTAR LIFETIME GROWTH 2040 INDEX FUND2015-07-01 2020-07-01
105MORNINGSTAR LIFETIME GROWTH 2050 INDEX FUND2015-07-01 2020-07-01
107MORNINGSTAR LIFETIME GROWTH 2060 INDEX FUND2015-07-01 2020-07-01
114MORNINGSTAR SHORT-INTERMEDIATE U. S. CORE INDEX FUND2015-07-01 2020-07-01
129MORNINGSTAR LIFETIME MODERATE 2060 INDEX FUND2015-09-30 2020-07-01
104MORNINGSTAR LIFETIME GROWTH 2045 INDEX FUND2015-07-01 2020-07-01
120MORNINGSTAR LIFETIME MODERATE 2015 INDEX FUND2015-09-30 2020-07-01
109MORNINGSTAR SMALL CAP INDEX FUND2015-07-01 2020-07-01
113MORNINGSTAR LONG-TERM U.S. CORE INDEX FUND2015-07-01 2020-07-01
110MORNINGSTAR DEVELOPED MARKETS EX-U.S. INDEX FUND2015-07-01 2020-07-01
125MORNINGSTAR LIFETIME MODERATE 2040 INDEX FUND2015-09-30 2020-07-01
111MORNINGSTAR EMERGING MARKETS INDEX FUND2015-07-01 2020-07-01
099MORNINGSTAR LIFETIME GROWTH 2020 INDEX FUND2015-07-01 2020-07-01
106MORNINGSTAR LIFETIME GROWTH 2055 INDEX FUND2015-07-01 2020-07-01
098MORNINGSTAR LIFETIME GROWTH 2015 INDEX FUND2015-07-01 2020-07-01
127MORNINGSTAR LIFETIME MODERATE 2050 INDEX FUND2015-09-30 2020-07-01
102MORNINGSTAR LIFETIME GROWTH 2035 INDEX FUND2015-07-01 2020-07-01
116MORNINGSTAR GLOBAL EX-U.S. GOVERNMENT BOND INDEX FUND2015-07-01 2020-07-01
139MORNINGSTAR U.S. REIT FUND2016-06-17 2020-07-01
096MORNINGSTAR LIFETIME GROWTH INCOME INDEX FUND2015-07-01 2020-07-01
117MORNINGSTAR TIPS INDEX FUND2015-07-01 2015-07-01
123MORNINGSTAR LIFETIME MODERATE 2030 INDEX FUND2015-09-30 2020-07-01
121MORNINGSTAR LIFETIME MODERATE 2020 INDEX FUND2015-09-30 2020-07-01
115MORNINGSTAR SHORT-TERM U.S. CORE INDEX FUND2015-07-01 2020-07-01
100MORNINGSTAR LIFETIME GROWTH 2025 INDEX FUND2015-07-01 2020-07-01
142MORNINGSTAR US LONG-TERM TIPS INDEX FUND2017-06-19 2020-07-01
141MORNINGSTAR US SHORT-TERM TIPS INDEX FUND2017-06-19 2020-07-01
140UBS EMERGING MARKETS EQUITY OPPORTUNITY COLLECTIVE FUND2017-02-15 2020-07-01
006UBS GLOBAL (EX-U.S.) EQUITY COLLECTIVE FUND2013-07-01 2013-07-01
088UBS DIVERSIFIED RETURN COLLECTIVE FUND2013-07-01 2013-07-01
029UBS U.S. LARGE CAP EQUITY COLLECTIVE FUND2012-07-01
215UBS TARGETRETIREMENT 2015 COLLECTIVE FUNDS SERIES II CIT2011-07-01
225UBS TARGETRETIREMENT 2025 COLLECTIVE FUNDS SERIES II CIT2011-07-01
058UBS GLOBAL REAL ESTATE SECURITIES EQUITY COLLECTIVE FUND2011-07-01
030UBS U.S. LARGE CAP VALUE EQUITY COLLECTIVE FUND2011-07-01
299UBS TARGETRETIREMENT TODAY COLLECTIVE FUNDS SERIES II CIT2011-07-01
235UBS TARGETRETIREMENT 2035 COLLECTIVE FUNDS SERIES II CIT2011-07-01
068UBS US TREASURY INFLATION PROTECTED SECURITIES COLLECTIVE FUND2011-07-01 2011-03-25
051UBS OPPORTUNISTIC EMERGING MARKETS BOND COLLECTIVE FUND2008-07-01
031UBS SECURITIZED U.S. MORTGAGE COLLECTIVE FUND2008-07-01
047UBS U.S. CORE PLUS COLLECTIVE FUND2008-07-01
037UBS U.S. REAL ESTATE SECURITIES EQUITY COLLECTIVE FUND2008-07-01
045UBS U.S. OPPORTUNISTIC HIGH YIELD COLLECTIVE FUND2008-07-01
005UBS U.S. SMALL CAP EQUITY COLLECTIVE FUND2008-07-01
143MORNINGSTAR EMERGING MARKETS SOVEREIGN BOND INDEX FUND2018-06-15 2020-07-01
128MORNINGSTAR LIFETIME MODERATE 2055 INDEX FUND2018-07-17 2020-07-01
122MORNINGSTAR LIFETIME MODERATE 2025 INDEX FUND2018-07-17 2020-07-01
124MORNINGSTAR LIFETIME MODERATE 2035 INDEX FUND2018-07-17 2020-07-01
126MORNINGSTAR LIFETIME MODERATE 2045 INDEX FUND2018-07-17 2020-07-01
146MORNINGSTAR LIFETIME GROWTH 2065 INDEX FUND2021-07-01 2022-07-01

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