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Ubm 401(k) Plan

Ubm, Inc., Lake Success NY. Employer ID 510391636, plan number 001. Annual reports on file for 2009 to 2016.

Where the money went

Plans that moved money into this one:

  1. Filed 2009-2016Ubm 401(k) Plan, Ubm, Inc.
  2. 2017Plan renumbered or taken over by a new sponsor to Ubm Holdings Inc. 401(k) Plan
  3. 2019Assets transferred to Informa USA, Inc. 401(k) Plan
  4. TodayInforma USA, Inc. 401(k) Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

Left in 2013? Worth asking about employer money

  • In plan year 2013, active participants fell from 2,412 to 1,826 (24%), and 288 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check my years

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
20094,1261,619Filing
20104,0371,351Filing
20114,2321,369Filing
20124,2741,253Filing
20133,9441,466Filing
20143,6541,330Filing
20154,1521,412Filing
20162,9331,651Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.