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  2. AXA Investment Managers US Inc.
  • Benefits analytics
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Filings through Oct 24, 2026.

AXA Investment Managers US Inc.

EIN 13-4045673-Finance and Insurance-Latest filing 2025
Plans
2
Retirement
1
$142.2M assets
Health & Benefits
1
$4.1M premiums
Participants
485
400 ATLANTIC ST., SUITE 1000 - STAMFORD, CT 06901209-983-4200
Plans on this EIN
2 filings
#002401(k)-$142.2M - 318 part#501Mixed-$4.1M - 434 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $4.1M premiums / 434 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.9M
  • Prescription drug$3.9M
  • Other$3.8M
  • Dental$3.6M
  • Vision$3.6M
  • Life$220K
  • +1 more
Total $4.1M7 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

AXA INVESTMENT MANAGERS US RETIREMENT 401(K) PLAN

401(k)

Assets$142.2M
Participants318
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

AXA INVESTMENT MANAGERS US INC. GROUP HEALTH PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.1M
Covered lives434
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002AXA INVESTMENT MANAGERS US RETIREMENT 401(K) PLAN401(k)$142.2M3182025
  • AXA INVESTMENT MANAGERS US RETIREMENT 401(K) PLAN$142.2M
    #002 · 401(k) · 2025318

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501AXA INVESTMENT MANAGERS US INC. GROUP HEALTH PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$4.1M4342025
  • AXA INVESTMENT MANAGERS US INC. GROUP HEALTH PLAN$4.1M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 2025434
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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