Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$142K
- Other$100K
- Long-term disability$82K
- Health$42K
- Vision$40K
Sponsor portfolio
NATWEST MARKETS SECURITIES, INC.
EIN 13-3172275Finance and InsuranceLatest filing 2024
Plans
3
Retirement
1
$588.9M assets
Welfare
2
$365K premiums
Participants
2,027
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $365K premiums / 527 covered livesCarrier market share
Premium dollars by Schedule A carrier
65%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA65%
- METROPOLITAN LIFE INSURANCE COMPANY24%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY11%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
- 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$588.9M
Participants1,461
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 # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NATWEST MARKETS RETIREMENT SAVINGS PLAN | 401k | $588.9M | 1,461 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 520 | NATWEST MARKETS HEALTH AND WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $365K | 527 | 2024 | |
| 530 | NATWEST MARKETS U.S. SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans