Loomis, Sayles & Co. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Loomis, Sayles & Co. is reported as a service provider on 19 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 19 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,509,725 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $10,509,725
- Reported indirect compensation
- $0
- Total reported compensation
- $10,509,725
- Filings
- 19
- Plan sponsors
- 18
- Plans
- 19
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| International Business Machines Corporation | NY | 1 | $3,007,671 |
| Trustees Of Ufcw Int'L Union - Industry Pension Fund | IL | 1 | $2,387,978 |
| Board Of Trustees-New York State Nurses Association Pension Plan | NY | 1 | $1,557,881 |
| Lockheed Martin Corporation | MD | 1 | $1,075,442 |
| National Elevator Industry Health Benefit Plan Board Of Trustees | PA | 1 | $501,555 |
| Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan | NJ | 1 | $449,429 |
| Oncor Electric Delivery Company LLC | TX | 1 | $410,089 |
| Trustees Of Wisconsin Laborers' Pension Fund | WI | 1 | $268,615 |
| Board Of Trustees Steamfitters Local #449 Pension Fund | PA | 1 | $211,691 |
| Trustees Of The Ufcw International Union - Industry Variable Annuity P | IL | 1 | $170,542 |
State footprint
Plans reporting Loomis, Sayles & Co. are sponsored in PA (3), IL (2), NY (2), MA (2), WA (2), MO (2), WI (1), MD (1), MI (1), NJ (1), TX (1), CT (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $3,007,671 | not reported in the loaded dataset |
| Trustees Of Ufcw Int'L Union - Industry Pension Fund | United Food & Commercial Workers Intl Union - Industry Pension Fund | 2023 | $2,387,978 | not reported in the loaded dataset |
| Board Of Trustees-New York State Nurses Association Pension Plan | New York State Nurses Association Pension Plan | 2023 | $1,557,881 | $0 |
| Lockheed Martin Corporation | Lmc Defined Contribution Master Trust | 2023 | $1,075,442 | not reported in the loaded dataset |
| National Elevator Industry Health Benefit Plan Board Of Trustees | National Elevator Industry Health Benefit Plan | 2023 | $501,555 | not reported in the loaded dataset |
| Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan | Nysa-Ila Pension Trust Fund & Plan | 2023 | $449,429 | not reported in the loaded dataset |
| Oncor Electric Delivery Company LLC | Oncor Retirement Plan | 2023 | $410,089 | not reported in the loaded dataset |
| Trustees Of Wisconsin Laborers' Pension Fund | Wisconsin Laborers' Pension Fund | 2023 | $268,615 | not reported in the loaded dataset |
| Board Of Trustees Steamfitters Local #449 Pension Fund | Steamfitters Local #449 Pension Plan | 2023 | $211,691 | not reported in the loaded dataset |
| Trustees Of The Ufcw International Union - Industry Variable Annuity P | Ufcw International Union-Industry Variable Annuity Pension Plan | 2023 | $170,542 | not reported in the loaded dataset |
| Joint Board Of Trustees Electrical Workers Local 103 Ibew | Electrical Workers Pension Plan Local 103 I.B.E.W. | 2023 | $155,891 | not reported in the loaded dataset |
| Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 | Pension Fund Of Operating Engineers Local 513 | 2023 | $87,186 | not reported in the loaded dataset |
| Bbu, Inc. | Bimbo Bakeries Usa Defined Benefit Pension Trust | 2023 | $79,792 | not reported in the loaded dataset |
| Joint Board Of Administration C/O Benesys | Detroit Free Press, Inc. Newspaper Guild Of Detroit Pension Plan | 2023 | $37,791 | not reported in the loaded dataset |
| Siu Rivers Pension Trust C/O Zenith American Solutions | Siu Rivers Pension Trust | 2023 | $34,425 | not reported in the loaded dataset |
| Paintmakers Pension Trust Fund Board Of Trustees | Paintmakers Money Accumulation Pension Plan B | 2023 | $25,881 | not reported in the loaded dataset |
| Vassar Brothers Hospital | Vassar Brothers Hospital Pension Plan | 2023 | $17,407 | not reported in the loaded dataset |
| Paintmakers Pension Trust Fund Board Of Trustees | Paintmakers Pension Plan | 2023 | $15,872 | not reported in the loaded dataset |
| Sheet Metal Workers Local Union No. 17 Insurance Fund | Sheet Metal Workers Local Union No. 17 Insurance Fund | 2023 | $14,587 | not reported in the loaded dataset |
Related Form 5500 pages
- Ibm Personal Pension Plan (plan 001)
- International Business Machines Corporation — all reported plans
- United Food & Commercial Workers Intl Union - Industry Pension Fund (plan 001)
- Trustees Of Ufcw Int'L Union - Industry Pension Fund — all reported plans
- New York State Nurses Association Pension Plan (plan 001)
- Board Of Trustees-New York State Nurses Association Pension Plan — all reported plans
- Lmc Defined Contribution Master Trust (plan 002)
- Lockheed Martin Corporation — all reported plans
- National Elevator Industry Health Benefit Plan (plan 501)
- National Elevator Industry Health Benefit Plan Board Of Trustees — all reported plans
- Nysa-Ila Pension Trust Fund & Plan (plan 001)
- Board Of Trustees, Nysa-Ila Pension Trust Fund And Plan — all reported plans
- Oncor Retirement Plan (plan 001)
- Oncor Electric Delivery Company LLC — all reported plans
- Wisconsin Laborers' Pension Fund (plan 001)
- Trustees Of Wisconsin Laborers' Pension Fund — all reported plans
- Steamfitters Local #449 Pension Plan (plan 001)
- Board Of Trustees Steamfitters Local #449 Pension Fund — all reported plans
- Ufcw International Union-Industry Variable Annuity Pension Plan (plan 001)
- Trustees Of The Ufcw International Union - Industry Variable Annuity P — all reported plans
- Electrical Workers Pension Plan Local 103 I.B.E.W. (plan 001)
- Joint Board Of Trustees Electrical Workers Local 103 Ibew — all reported plans
- Pension Fund Of Operating Engineers Local 513 (plan 001)
- Board Of Trustees Of Pension Fund Of Operating Engineers Local 513 — all reported plans
- Bimbo Bakeries Usa Defined Benefit Pension Trust (plan 200)
- Bbu, Inc. — all reported plans
- Detroit Free Press, Inc. Newspaper Guild Of Detroit Pension Plan (plan 003)
- Joint Board Of Administration C/O Benesys — all reported plans
- Siu Rivers Pension Trust (plan 001)
- Siu Rivers Pension Trust C/O Zenith American Solutions — all reported plans
- Paintmakers Money Accumulation Pension Plan B (plan 002)
- Paintmakers Pension Trust Fund Board Of Trustees — all reported plans
- Vassar Brothers Hospital Pension Plan (plan 003)
- Vassar Brothers Hospital — all reported plans
- Paintmakers Pension Plan (plan 001)
- Sheet Metal Workers Local Union No. 17 Insurance Fund (plan 501)
- Sheet Metal Workers Local Union No. 17 Insurance Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources