2023 Form 5500 filing — Natixis Us Cib Defined Benefit Pension 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 20241015081230NAL0027805857001) for Natixis Us Cib Defined Benefit Pension Plan, reported by Natixis North America LLC under EIN 27-2765452 and plan number 002. It reports 616 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015081230NAL0027805857001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Natixis North America LLC
- EIN
- 27-2765452
- Plan number
- 002
- Location
- New York, NY
- Participants
- 616
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $103,826,856
- Net assets (EOY)
- $103,826,856
- Total income / additions
- $8,712,132
- Benefits paid
- $2,196,253
- Administrative expenses
- $216,088
- Total expenses
- $2,412,341
- Net increase / (decrease)
- $6,299,791
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services | NONE | $88,776 | not reported in the loaded dataset |
| New York Life Investment Managment | NONE | $68,176 | not reported in the loaded dataset |
| Charles Schwab & Co., Inc. | NONE | $1,137 | $0 |