# HSBC - NORTH AMERICA U.S. CONSOLIDATED HEALTH AND WELFARE PLAN

Health and welfare plan sponsored by **HSBC NORTH AMERICA HOLDINGS INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | HSBC NORTH AMERICA HOLDINGS INC. |
| EIN | 232186091 |
| Plan number | 502 |
| Plan year | 2025 |
| Location | CHICAGO, IL |
| Industry | banking |
| Funding | mixed |
| Total premiums | $12.3M |
| Participants | 10,874 |
| Persons covered | 14,141 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| METLIFE LEGAL PLANS | Dental, Life, Other |
| LINCOLN FINANCIAL GROUP | LTD, Other |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision |
| FOUR EVER LIFE INSURANCE COMPANY | Health |
| WORKPLACE OPTIONS | Other |
| CHUBB | Other |

## Brokers

| Broker | Placed with |
|---|---|
| HUB INTERNATIONAL MIDWEST LIMITED | METROPOLITAN LIFE INSURANCE COMPANY |
| CENTRO BENEFITS RESEARCH LLC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| HUB INTERNATIONAL MIDWEST LIMITED | METLIFE LEGAL PLANS |
| BROWN & BROWN INSURANCE SERVICES | 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/232186091-502
- Cite as: PlanOptica, https://planoptica.com/welfare/232186091-502
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