Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
NATIXIS NORTH AMERICA LLC
EIN 27-2765452Finance and InsuranceLatest filing 2024
Plans
3
Retirement
2
$570.0M assets
Welfare
1
$2.1M premiums
Participants
2,908
1251 AVENUE OF THE AMERICAS, 3RD FL - NEW YORK, NY 10020212-583-4994
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $570.0M assets / 2,093 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
83%top
- CHARLES SCHWAB & CO., INC.83%
- (Not disclosed)17%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.1M premiums / 1,730 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.1M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- Dental$971K
- Vision$68K
Carrier market share
Premium dollars by Schedule A carrier
50%top
- PRUDENTIAL INSURANCE COMPANY OF AMERICA50%
- DELTA DENTAL OF CALIFORNIA45%
- VISION SERVICE PLAN3%
- METROPOLITAN LIFE INSURANCE COMPANY2%
Broker market share
Schedule A broker compensation
99%top
- CBIZ BENEFITS & INSURANCE SERVICES99%
- IMG1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE NATIXIS US GROUP 401(K) PLAN
401k
Assets$470.6M
Participants1,491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
NATIXIS US CIB DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$99.4M
Participants602
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
NATIXIS US CIB HEALTH AND WELFARE PLAN
Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA
Premiums$2.1M
Covered lives1,730
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE NATIXIS US GROUP 401(K) PLAN | 401k | $470.6M | 1,491 | 2024 | |
| 002 | NATIXIS US CIB DEFINED BENEFIT PENSION PLAN | TraditionalDB | $99.4M | 602 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | NATIXIS US CIB HEALTH AND WELFARE PLAN | Mixed | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $2.1M | 1,730 | 2024 |
Retirement plans
Welfare plans