Sponsor portfolioTH
MACQUARIE HOLDINGS U.S.A. INC.
EIN 13-3789912investment bankingLatest filing 2025
Plans
4
Retirement
1
$720.7M assets
Welfare
3
$7.0M premiums
Participants
9,973
Plans on this EIN
4 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST
401k
Assets$720.7M
Participants3,874
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MACQUARIE HOLDINGS USA INC. WELFARE BENEFITS PLAN
Mixed - AETNA LIFE INSURANCE CO.
Premiums$7.0M
Covered lives5,619
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
MACQUARIE HOLDINGS U,S,A INC SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506
MACQUARIE HOLDINGS USA INC. SECTION 125 PRE-TAX SALARY REDUCTION HEALTH CARE REIMBURSEMENT 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 | |
|---|---|---|---|---|---|---|
| 001 | MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST | 401k | $720.7M | 3,874 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MACQUARIE HOLDINGS USA INC. WELFARE BENEFITS PLAN | Mixed | AETNA LIFE INSURANCE CO. | $7.0M | 5,619 | 2024 | |
| 504 | MACQUARIE HOLDINGS U,S,A INC SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 506 | MACQUARIE HOLDINGS USA INC. SECTION 125 PRE-TAX SALARY REDUCTION HEALTH CARE REIMBURSEMENT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans