Who sponsors the Nhit Core Plus Full Discretion Trust?

Nhit Core Plus Full Discretion Trust is reported as sponsored by Loomis Sayles Trust Company, LLC (EIN 20-8080381, plan number 022) in public Form 5500 filings.

What is the most recent Form 5500 filing year for Nhit Core Plus Full Discretion Trust?

The latest Form 5500 filing year loaded for Nhit Core Plus Full Discretion Trust is 2023.

How many participants does Nhit Core Plus Full Discretion Trust report?

The participant count for Nhit Core Plus Full Discretion Trust is not reported in the loaded dataset.

What are the reported plan assets for Nhit Core Plus Full Discretion Trust?

Nhit Core Plus Full Discretion Trust reports $592,831,479 in end-of-year plan assets in its latest loaded Form 5500 filing.

Nhit Core Plus Full Discretion Trust — Form 5500 plan (Loomis Sayles Trust Company, 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, Nhit Core Plus Full Discretion Trust is a benefit plan reported by Loomis Sayles Trust Company, LLC under EIN 20-8080381 and plan number 022. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $592,831,479 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$591MPlan net assets, end of year$591,008,414

ParticipantsNot reported

Assets / participantNot reported

Provider compensationNone reported

Plan sponsor: Loomis Sayles Trust Company, LLC
EIN: 20-8080381
Plan number: 022
Plan type: 4
Location: Boston, MA
Latest filing year: 2023

How to read this plan profile

Net assets = total assets minus total liabilities, end of year (Schedule H/I).
Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
Schedule chips (Sch H / I / C) show which schedules each filing includes.
Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.

EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

2023
Participants not reported · 4Sch H
View filing →

Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$592.8M total assets

Net assets$591MLiabilities$1.8M

Money in vs. money out

Total income / additions$43.6M

Total expenses$293K

Benefits paid / distributionsNot reported

Full reported line items

Net assets

Total assets (EOY): $592,831,479
Total liabilities (EOY): $1,823,065
Net assets (EOY): $591,008,414
Net assets (BOY): $456,472,313

Income & contributions

Total income / additions: $43,643,570

Expenses & distributions

Administrative expenses: $292,977
Total expenses: $292,977
Net increase / (decrease): $43,350,593

Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

What to inspect next

Frequently asked questions

Who sponsors the Nhit Core Plus Full Discretion Trust?: Nhit Core Plus Full Discretion Trust is reported as sponsored by Loomis Sayles Trust Company, LLC (EIN 20-8080381, plan number 022) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Nhit Core Plus Full Discretion Trust?: The latest Form 5500 filing year loaded for Nhit Core Plus Full Discretion Trust is 2023.
How many participants does Nhit Core Plus Full Discretion Trust report?: The participant count for Nhit Core Plus Full Discretion Trust is not reported in the loaded dataset.
What are the reported plan assets for Nhit Core Plus Full Discretion Trust?: Nhit Core Plus Full Discretion Trust reports $592,831,479 in end-of-year plan assets in its latest loaded Form 5500 filing.

Form 5500 terms, in plain English

Form 5500: The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H: The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I: The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C: Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets: Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions: Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.