Loomis Sayles & Co., Lp — 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., Lp is reported as a service provider on 10 loaded Form 5500 filing(s) across 10 plan sponsor(s) and 10 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $2,949,831 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$2,949,831
Reported indirect compensation
$0
Total reported compensation
$2,949,831
Filings
10
Plan sponsors
10
Plans
10
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

Plan sponsors reporting the most compensation to Loomis Sayles & Co., Lp
SponsorStatePlansReported compensation
Deere & CompanyIL1$813,803
Board Of Trustees, Eighth District Electrical PensionNV1$563,952
Whirlpool CorporationMI1$483,857
Board Of Trustees Of Oregon Teamster Employers TrustOR1$418,345
Con Ind & Laborers Joint Pension Trust Board Of TrusteesNV1$398,814
Western States Office & Professional Employees Pension FundOR1$154,099
Bot Of Resilient Floor Covering Pension FundCA1$78,425
Board Of Trustees Of Oregon Bakers Union Trust FundOR1$18,105
I.A.T.S.E. Local 16 Pension Plan TrusteesCA1$13,530
Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b PensionCA1$6,901

State footprint

Plans reporting Loomis Sayles & Co., Lp are sponsored in CA (3), OR (3), NV (2), IL (1), MI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Deere & CompanyJohn Deere Pension Trust (Master Trust)2023$813,803not reported in the loaded dataset
Board Of Trustees, Eighth District Electrical PensionEighth District Electrical Pension Fund2023$563,952not reported in the loaded dataset
Whirlpool CorporationWhirlpool Corporation And Subsidiary Employees' Retirement Trust2023$483,857not reported in the loaded dataset
Board Of Trustees Of Oregon Teamster Employers TrustOregon Teamster Employers Trust2023$418,345not reported in the loaded dataset
Con Ind & Laborers Joint Pension Trust Board Of TrusteesConstruction Industry And Laborers Joint Pension Trust For So Nevada, Plan A2023$398,814$0
Western States Office & Professional Employees Pension FundWestern States Office & Professional Employees Pen2023$154,099not reported in the loaded dataset
Bot Of Resilient Floor Covering Pension FundResilient Floor Covering Pension Fund2023$78,425not reported in the loaded dataset
Board Of Trustees Of Oregon Bakers Union Trust FundOregon Bakers Union Trust Fund2023$18,105not reported in the loaded dataset
I.A.T.S.E. Local 16 Pension Plan TrusteesI.A.T.S.E. Local 16 Pension Plan2023$13,530not reported in the loaded dataset
Jt. Board Of Trustees - Cmta-Gmpp & Allied Workers Local 164b PensionCmta-Gmpp & Allied Workers Local 164b Pension Trust2023$6,901not reported in the loaded dataset

Related Form 5500 pages