# MACQUARIE HOLDINGS USA INC. WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **MACQUARIE HOLDINGS U.S.A. INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MACQUARIE HOLDINGS U.S.A. INC. |
| EIN | 133789912 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | NEW YORK, NY |
| Industry | investment banking |
| Funding | mixed |
| Total premiums | $7.6M |
| Participants | 2,322 |
| Persons covered | 5,386 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| AETNA LIFE INSURANCE COMPANY | Dental, Vision |
| LINCOLN FINANCIAL GROUP | Life, Other, LTD |
| SPRING HEALTH | Other |
| METLIFE LEGAL PLANS | Other |

## Brokers

| Broker | Placed with |
|---|---|
| AON CONSULTING INC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| CUSTOM BENEFIT PROGRAMS INC | METLIFE LEGAL PLANS |
| AON CONSULTING INC | METLIFE LEGAL PLANS |
| MERCER HEALTH AND BENEFITS, LLC | METLIFE LEGAL PLANS |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/133789912-501
- Cite as: PlanOptica, https://planoptica.com/welfare/133789912-501
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