Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HSBC NORTH AMERICA HOLDINGS INC.
EIN 23-2186091bankingLatest filing 2025
Plans
6
Retirement
2
$8.20B assets
Welfare
4
$12.4M premiums
Participants
82,195
Retirement portfolio analytics
2 plans aggregated / $8.20B assets / 59,453 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
60%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $12.4M premiums / 16,606 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$8.5M
- Dental$6.7M
- Life$6.7M
- Long-term disability$2.6M
- Vision$801K
- Health$511K
Carrier market share
Premium dollars by Schedule A carrier
65%top
- METROPOLITAN LIFE INSURANCE COMPANY65%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY24%
- FIDELITY SECURITY LIFE INSURANCE COMPANY6%
- FOUR EVER LIFE INSURANCE COMPANY4%
- WORKPLACE OPTIONS1%
- +1 more
Broker market share
Schedule A broker compensation
95%top
- HUB INTERNATIONAL MIDWEST LIMITED95%
- CENTRO BENEFITS RESEARCH LLC3%
- BROWN & BROWN INSURANCE SERVICES2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN
401k
Assets$4.93B
Participants20,310
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
HSBC - NORTH AMERICA (U.S.) PENSION PLAN
CashBalance
Assets$3.27B
Participants39,143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HSBC - NORTH AMERICA U.S. CONSOLIDATED HEALTH AND WELFARE PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$12.3M
Covered lives14,141
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503
HSBC - NORTH AMERICA U.S. RETIREE HEALTH PLAN
Mixed - FIDELITY SECURITY LIFE INSURANCE COMPANY
Premiums$85K
Covered lives2,465
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
HSBC - NORTH AMERICA U.S. SEVERANCE PAY PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
SPECIAL DEATH BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | HSBC - NORTH AMERICA (U. S.) TAX REDUCTION INVESTMENT PLAN | 401k | $4.93B | 20,310 | 2024 | |
| 001 | HSBC - NORTH AMERICA (U.S.) PENSION PLAN | CashBalance | $3.27B | 39,143 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HSBC - NORTH AMERICA U.S. CONSOLIDATED HEALTH AND WELFARE PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $12.3M | 14,141 | 2025 | |
| 503 | HSBC - NORTH AMERICA U.S. RETIREE HEALTH PLAN | Mixed | FIDELITY SECURITY LIFE INSURANCE COMPANY | $85K | 2,465 | 2025 | |
| 508 | HSBC - NORTH AMERICA U.S. SEVERANCE PAY PLAN | Self Funded | - | $0 | 0 | 2025 | |
| 512 | SPECIAL DEATH BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans