Natixis North America LLC
Overview
Natixis North America LLC sponsors a self-funded health plan that covered 872 participants in plan year 2025, up 10% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 872 · prior year 796
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Natixis US CIB Health and Welfare Plan, plan 503 (872 participants)
- Broker compensation
- $85K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Prudential Insurance Company of America | Life, Short-term disability, Long-term disability | 998 | $1.2M | $81K |
| Delta Dental of New York | Dental | 1,864 | $1.2M | — |
| Vision Service Plan | Vision | 804 | $74K | — |
| Metropolitan General Insurance Company | Legal | 65 | $32K | $3K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 872 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Natixis North America LLC
- Sponsor EIN
- 27-2765452
- Plan number
- 503
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 27-2765452 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- The Natixis US Group 401(k) Plan
- Type
- 401(k) plan
- Participants
- 1,603
About this data
Source: Natixis North America LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Natixis North America LLC.