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  2. NATWEST MARKETS SECURITIES, INC.
Sponsor portfolio

NATWEST MARKETS SECURITIES, INC.

EIN 13-3172275-Finance and Insurance-Latest filing 2025
Plans
3
Retirement
1
$626.6M assets
Welfare
2
$365K premiums
Participants
1,948
600 WASHINGTON BLVD - STAMFORD, CT 06901203-897-4798LinkedIn11-50 employees
Plans on this EIN
3 filings
#002401k-$626.6M - 1,382 part#520Mixed-$365K - 527 lives#530Self Funded-0 lives

Benefits portfolio analytics

2 plans / $365K premiums / 527 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$142K
  • Other$100K
  • Long-term disability$82K
  • Health$42K
  • Vision$40K
Total $365K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
65%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA65%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
Total $365K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
  • WILLIS TOWERS WATSON US LLC0%
Total $8K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NATWEST MARKETS RETIREMENT SAVINGS PLAN

401k

Assets$626.6M
Participants1,382
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#520

NATWEST MARKETS HEALTH AND WELFARE PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$365K
Covered lives527
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#530

NATWEST MARKETS U.S. SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NATWEST MARKETS RETIREMENT SAVINGS PLAN401k$626.6M1,3822025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
520NATWEST MARKETS HEALTH AND WELFARE PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$365K5272024
530NATWEST MARKETS U.S. SEVERANCE PAY PLANSelf Funded-$002024
Retirement plans
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