Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$127K
- Other$101K
- Long-term disability$72K
- Health$43K
- Vision$38K
Sponsor portfolio
NATWEST MARKETS SECURITIES, INC.
EIN 13-3172275Finance and InsuranceLatest filing 2025
Plans
3
Retirement
1
$626.6M assets
Welfare
2
$338K premiums
Participants
1,930
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $338K premiums / 506 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA62%
- METROPOLITAN LIFE INSURANCE COMPANY27%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
99%top
- MERCER HEALTH AND BENEFITS, LLC99%
- LIAZON BENEFITS INC1%
- WILLIS TOWERS WATSON US LLC0%
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$338K
Covered lives506
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NATWEST MARKETS RETIREMENT SAVINGS PLAN | 401k | $626.6M | 1,382 | 2025 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | NATWEST MARKETS HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $338K | 506 | 2025 | |
| 530 | NATWEST MARKETS U.S. SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans