Plan5500

Natixis Us Cib Defined Benefit Pension Plan — Form 5500 plan (Natixis North America LLC)

Plain-English plan 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, Natixis Us Cib Defined Benefit Pension Plan is a benefit plan reported by Natixis North America LLC under EIN 27-2765452 and plan number 002. The latest loaded filing year is 2023. The filing reports 616 participants and $103,826,856 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Natixis North America LLC
EIN
27-2765452
Plan number
002
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
616
End-of-year plan assets
$103,826,856

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023616H, C20241015081230NAL0027805857001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$103,826,856
Net assets (EOY)
$103,826,856
Net assets (BOY)
$97,527,065

Income & contributions

Total income / additions
$8,712,132

Expenses & distributions

Benefits paid
$2,196,253
Administrative expenses
$216,088
Total expenses
$2,412,341
Net increase / (decrease)
$6,299,791

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Schwab Retirement Plan ServicesNONE$88,776not reported in the loaded dataset2023
New York Life Investment ManagmentNONE$68,176not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$1,137$02023

Related Form 5500 pages