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Sponsor portfolioWelfare / HealthEIN 23-2186091

HSBC NORTH AMERICA HOLDINGS INC.

227 W MONROE STREET, 18TH FLOOR · CHICAGO, IL 60606
8477399507
Plans filed
4
Years active
2015–2025
Industry
NAICS 55
Latest filing
2025
Total premiums (latest)
$12.4M
No prior year
Persons covered
16,606
No prior year
Total participants
22,742
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #502$12.3M
HSBC - NORTH AMERICA U.S. CONSOLIDATED HEALTH AND WELFARE PLAN
Mixed14,141 covered·7 carriers
Primary: METROPOLITAN LIFE INSURANCE COMPANY
Plan #503$85K
HSBC - NORTH AMERICA U.S. RETIREE HEALTH PLAN
Mixed2,465 covered·1 carrier
Primary: FIDELITY SECURITY LIFE INSURANCE COMPANY
Plan #508$0
HSBC - NORTH AMERICA U.S. SEVERANCE PAY PLAN
Self-funded0 covered·0 carriers
Plan #512$0
SPECIAL DEATH BENEFIT PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$8.5M32.9%
Dental$6.7M26.1%
Life$6.7M26.1%
Long-term disability$2.6M9.9%
Vision$801K3.1%
Health$511K2.0%

Carrier overview

6 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
DLOth
$8.0M64.9%1414,141
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LTDOth
$2.9M23.8%145,768
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$801K6.5%2211,689
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
H
$511K4.1%1129
WORKPLACE OPTIONS
EIN 202699271
Oth
$64K0.5%115,935
ACE AMERICAN INSURANCE COMPANY
EIN 952371728
Oth
$22K0.2%115,403

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS$90K$137K$227K95.3%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOLINCOLN NATIONAL LIFE INSURANCE COMPANY$8K$0$8K3.2%1
BROWN & BROWN INSURANCE SERVICESATLANTA, GAMETLIFE LEGAL PLANS$0$4K$4K1.5%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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