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, Loomis-Sayles Funded Pension Plan is a benefit plan reported by Loomis, Sayles & Company, L.P. under EIN 04-3200030 and plan number 001. The latest loaded filing year is 2023. The filing reports 433 participants and $136,258,489 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $136,258,489
- Total liabilities (EOY)
- $53,515
- Net assets (EOY)
- $136,204,974
- Net assets (BOY)
- $127,035,777
Income & contributions
- Employer contributions
- $2,200,000
- Total contributions
- $2,200,000
- Total income / additions
- $17,586,959
Expenses & distributions
- Benefits paid
- $7,891,391
- Administrative expenses
- $526,371
- Total expenses
- $8,417,762
- Net increase / (decrease)
- $9,169,197