Plan5500

Natixis Investment Managers, LLC — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Investment Managers, LLC (EIN 13-4146043) is a plan sponsor located in Boston, MA with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
13-4146043
Location
Boston, MA
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Natixis Investment Managers, LLC

  • 2 loaded plans hold $557.9M in reported assets.
  • The largest, 401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC, holds 100% of this company's reported plan assets.
  • Plans cover 2,665 reported participants.
  • 1 of 2 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$557.9MSummed across loaded plans$557,851,120
Total reported assets$557.9M$557,851,120
Total reported participants2.7K2,665
Total reported liabilitiesNot reported

Reported net position

Reported assets = net assets + liabilities (summed)$557.9M total assets
Net assets$557.9MLiabilities—
Contributions & income
Employer contributions$11.2M
Participant contributions$12.7M
Total income / additions$130.7M
Expenses & distributions
Benefits paid / distributions$40.9M
Total expenses$40.9M
Net increase / (decrease)$89.8M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation2 / 2 (100%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC
Participants per plan1,333Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC$557.9M
    Plan #001 · 1,679 participants · 2023
  2. 2
    Natixis Health And Welfare Benefit Plansnot reported in the loaded dataset
    Plan #501 · 986 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Natixis Investment Managers, LLC. Open one for its full reported snapshot.

  1. 2023
    Natixis Health And Welfare Benefit Plans986 participants · 2Sch C
    View filing →
  2. 2023
    401(K) Savings And Retirement Plan, Sponsored By Natixis Investment Managers, LLC1,679 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Natixis Investment Managers, LLC report on Form 5500?
Natixis Investment Managers, LLC (EIN 13-4146043) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Natixis Investment Managers, LLC?
The Employer Identification Number (EIN) reported for Natixis Investment Managers, LLC is 13-4146043.
What is the latest Form 5500 filing year for Natixis Investment Managers, LLC?
The latest loaded Form 5500 filing year for Natixis Investment Managers, LLC is 2023.

Related Form 5500 pages