2023 Form 5500 filing — Natixis Us Group 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015080336NAL0015967347002) for Natixis Us Group 401(K) Plan, reported by Natixis North America LLC under EIN 27-2765452 and plan number 001. It reports 1,407 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015080336NAL0015967347002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Natixis North America LLC
- EIN
- 27-2765452
- Plan number
- 001
- Location
- New York, NY
- Participants
- 1,407
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $389,428,438
- Net assets (EOY)
- $389,428,438
- Employer contributions
- $14,212,648
- Participant contributions
- $14,799,047
- Total income / additions
- $92,953,888
- Benefits paid
- $26,857,607
- Administrative expenses
- $303,476
- Total expenses
- $27,163,546
- Net increase / (decrease)
- $65,790,342
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $160,175 | not reported in the loaded dataset |
| Newport Group Securities, Inc. | NONE | $149,414 | not reported in the loaded dataset |
| Fisher Investments | NONE | $40,036 | not reported in the loaded dataset |
| Kirk Capital Advisors LLC | NONE | $12,562 | not reported in the loaded dataset |
| Creative Planning LLC | NONE | $5,031 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $3,678 | $0 |