Loomis Sayles & Company — 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 & Company is reported as a service provider on 62 loaded Form 5500 filing(s) across 59 plan sponsor(s) and 61 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $20,964,395 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $20,964,395
- Reported indirect compensation
- $0
- Total reported compensation
- $20,964,395
- Filings
- 62
- Plan sponsors
- 59
- Plans
- 61
- 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 |
|---|---|---|---|
| 3m Company | MN | 1 | $7,026,981 |
| Caterpillar Inc. | TX | 1 | $1,168,808 |
| Teamsters Western Region And New Jersey Health Care Fund | AZ | 2 | $1,066,429 |
| B/O/T United Association National Pension Fund | VA | 1 | $861,906 |
| Bot Of The North Atlantic States Carpenters Pension Fund | MA | 1 | $782,722 |
| Board Of Trustees Of Nycdcc Pension Fund | NY | 1 | $677,586 |
| National Telecommunications Cooperative Association | VA | 1 | $637,600 |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | MD | 1 | $593,543 |
| Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 1 | $558,936 |
| Trustees Of Central States, Se And Sw Areas Pension Fund | IL | 1 | $532,572 |
State footprint
Plans reporting Loomis Sayles & Company are sponsored in NY (12), IL (8), MI (7), MA (6), MD (4), MN (3), CA (3), AZ (2), OH (2), PA (2), TN (2), TX (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| 3m Company | 3m Employee Retirement Income Plan | 2023 | $7,026,981 | not reported in the loaded dataset |
| Caterpillar Inc. | Caterpillar Inc. Master Retirement Trust | 2023 | $1,168,808 | not reported in the loaded dataset |
| Teamsters Western Region And New Jersey Health Care Fund | Teamsters Western Region And New Jersey Health Care Fund Retiree Plan | 2023 | $948,814 | not reported in the loaded dataset |
| B/O/T United Association National Pension Fund | United Association National Pension Fund | 2023 | $861,906 | $0 |
| Bot Of The North Atlantic States Carpenters Pension Fund | N. Atlantic States Carp. Pension Fund | 2023 | $713,939 | $0 |
| Board Of Trustees Of Nycdcc Pension Fund | New York District Council Of Carpenters Pension Pl | 2023 | $677,586 | $0 |
| National Telecommunications Cooperative Association | Retirement & Security Program And Savings Plan Of Ntca And Its Members Master Trust | 2023 | $637,600 | not reported in the loaded dataset |
| Bd Of Tees Heating, Piping & Refrigeration Pension Fund | Heating, Piping And Refrigeration Pension Fd Pension Fund | 2023 | $593,543 | $0 |
| Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | Chicago & Vicinity Laborers' District Council Pension Plan | 2023 | $558,936 | not reported in the loaded dataset |
| Trustees Of Central States, Se And Sw Areas Pension Fund | Central States, Southeast & Southwest Areas Pension Plan | 2023 | $532,572 | not reported in the loaded dataset |
| Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund | Eastern Atlantic States Carpenters Annuity Fund | 2023 | $361,371 | $0 |
| Board Of Trustees I.U.O.E. Local 4 Pension Fund | International Union Of Operating Engineers Local 4 Pension Fund | 2023 | $339,740 | not reported in the loaded dataset |
| Board Of Trustees Of The Liuna National (Industrial) Pension Fund | Liuna National (Industrial) Pension Fund | 2023 | $335,477 | not reported in the loaded dataset |
| Board Of Trustees, Southern Nevada Culinary And | Southern Nevada Culinary And Bartenders Pension Plan | 2023 | $304,261 | $0 |
| Ohio Operating Engineers Health And Welfare Plan | Ohio Operating Engineers Health And Welfare Plan | 2023 | $303,976 | not reported in the loaded dataset |
| Board Of Trustees Of Local 584 Pension Trust Fund | Local 584 Pension Trust Fund | 2023 | $286,252 | not reported in the loaded dataset |
| Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund | N. Atlantic States Carp. Guaranteed Annuity Fund | 2023 | $279,593 | not reported in the loaded dataset |
| Trustees Of Nys Teamsters Council Health & Hospital Fund | New York State Teamsters Council Health & Hospital Fund | 2023 | $259,482 | not reported in the loaded dataset |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans | 2023 | $245,204 | not reported in the loaded dataset |
| Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund | Michigan Regional Council Of Carpenters' Annuity Fund | 2023 | $245,074 | not reported in the loaded dataset |
| Trustees Of Ufcw Unions & Employers Midwest Pension Fund | United Food And Commercial Workers Unions & Employers Midwest Pension Fund | 2023 | $238,503 | not reported in the loaded dataset |
| Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund | Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan | 2023 | $235,542 | not reported in the loaded dataset |
| Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. | Pension Fund Of Local No. One Of I. A. T. S. E. | 2023 | $224,499 | $0 |
| Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W | Chicago & Vicinity Laborers' District Council Heal | 2023 | $221,460 | not reported in the loaded dataset |
| The Board Of Trustees Of The Electrical Workers Pension Trust | Electrical Workers Pension Trust Fund Of Local Union No. 58 - Ibew | 2023 | $194,831 | not reported in the loaded dataset |
| Board Of Trustees,Construction Laborers Pension Trust For Southern Ca | Construction Laborers Pension Trust Fund For Southern California | 2023 | $194,823 | not reported in the loaded dataset |
| Board Of Trustees Of Carpenters' Pension Trust Funddetroit&Vicinity | Carpenters' Pension Trust Fund - Detroit And Vicinity | 2023 | $188,600 | not reported in the loaded dataset |
| Trustees Of Minneapolis Retail Meat Cutters And Food Handlers Pension | Minneapolis Retail Meat Cutters And Food Handlers Pension Fund | 2023 | $164,385 | not reported in the loaded dataset |
| Board Of Trustees Michigan Laborers' Pension Fund | Michigan Laborers' Pension Plan | 2023 | $159,851 | not reported in the loaded dataset |
| Board Of Trustees Of Massachusetts Laborers' Pension Fund | Massachusetts Laborers' Pension Fund | 2023 | $158,421 | not reported in the loaded dataset |
| Siemens Corporation | Master Trust For Siemens Savings Plans | 2023 | $158,002 | not reported in the loaded dataset |
| Board Of Trustees Of Minnesota Laborers Pension Fund | Minnesota Laborers Pension Fund | 2023 | $157,701 | not reported in the loaded dataset |
| Brd Of Trustees Oe 37 Pension Fund | Operating Engineers Local No 37 Pension Fund | 2023 | $145,086 | $0 |
| Board Of Trustees Of Massachusetts Laborers Health And Welfare Fund | Massachusetts Laborers' Health And Welfare Fund | 2023 | $134,304 | not reported in the loaded dataset |
| Teamsters Western Region And New Jersey Health Care Fund | Teamsters Western Region And New Jersey Health Care Fund Active Plan | 2023 | $117,615 | $0 |
| Trustees Of Nys Teamsters Conference | New York State Teamsters Conference Pension & Retirement Fund | 2023 | $115,541 | not reported in the loaded dataset |
| Trustees Local 338 Retirement Fund | Local 338 Retirement Fund | 2023 | $110,246 | not reported in the loaded dataset |
| Maryland Electrical Ind Pension | Maryland Electrical Industry Pension Plan | 2023 | $105,015 | $0 |
| Sheet Metal Workers Local 85 Pension Fund | Sheet Metal Workers Local 85 Pension Fund | 2023 | $104,263 | not reported in the loaded dataset |
| Siemens Energy, Inc. | Siemens Energy, Inc. Savings Plan | 2023 | $98,622 | not reported in the loaded dataset |
| Bot North Atlantic States Carpenters Health Benefits Fund | N. Atlantic States Carp. Health Benefits Fund | 2023 | $84,362 | not reported in the loaded dataset |
| Brd Of Trustees Oe 37 S&A Fund | Operating Engineers Local No 37 Severance & Annuity Fund | 2023 | $83,426 | $0 |
| Pipefitters Local No 636 Defined Benefit Pension Fund | Pipefitters Local 636 Defined Benefit Pension Fund | 2023 | $83,099 | not reported in the loaded dataset |
| Hollow Metal Pension Fund | Hollow Metal Pension Fund | 2023 | $83,068 | $0 |
| Trustees Of Local Union No. 9, Ibew And Outside Contractors Pension Fu | Local Union No. 9 I.B.E.W. And Outside Contractors Pension Fund | 2023 | $79,151 | $0 |
| Board Of Trustees, B.A.C. Local No. 3 Pension Trust | B.A.C. Local No. 3 Pension Plan | 2023 | $73,183 | not reported in the loaded dataset |
| Pipe Fitters Local Union 120 Pens. Fund | Pipe Fitters Local Union No. 120 Pension Plan | 2023 | $71,963 | not reported in the loaded dataset |
| Bot Of The North Atlantic States Carpenters Pension Fund | N. Atlantic States Carp. Pension Fund | 2023 | $68,783 | not reported in the loaded dataset |
| Board Of Trustees Of Smw Lu No. 28 Pension Fund | Sheet Metal Workers Local Union No. 28 Pension Fund | 2023 | $66,925 | not reported in the loaded dataset |
| Joint Board Of Trustees Bricklayer Pension Trust Fund | Bricklayers' Pension Trust Fund-Metropolitan Area | 2023 | $56,242 | not reported in the loaded dataset |
Related Form 5500 pages
- 3m Employee Retirement Income Plan (plan 002)
- 3m Company — all reported plans
- Caterpillar Inc. Master Retirement Trust (plan 019)
- Caterpillar Inc. — all reported plans
- Teamsters Western Region And New Jersey Health Care Fund Retiree Plan (plan 502)
- Teamsters Western Region And New Jersey Health Care Fund — all reported plans
- United Association National Pension Fund (plan 001)
- B/O/T United Association National Pension Fund — all reported plans
- N. Atlantic States Carp. Pension Fund (plan 001)
- Bot Of The North Atlantic States Carpenters Pension Fund — all reported plans
- New York District Council Of Carpenters Pension Pl (plan 001)
- Board Of Trustees Of Nycdcc Pension Fund — all reported plans
- Retirement & Security Program And Savings Plan Of Ntca And Its Members Master Trust (plan 006)
- National Telecommunications Cooperative Association — all reported plans
- Heating, Piping And Refrigeration Pension Fd Pension Fund (plan 001)
- Bd Of Tees Heating, Piping & Refrigeration Pension Fund — all reported plans
- Chicago & Vicinity Laborers' District Council Pension Plan (plan 002)
- Bd Of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund — all reported plans
- Central States, Southeast & Southwest Areas Pension Plan (plan 001)
- Trustees Of Central States, Se And Sw Areas Pension Fund — all reported plans
- Eastern Atlantic States Carpenters Annuity Fund (plan 002)
- Board Of Trustees Eastern Atlantic States Carpenters Annuity Fund — all reported plans
- International Union Of Operating Engineers Local 4 Pension Fund (plan 001)
- Board Of Trustees I.U.O.E. Local 4 Pension Fund — all reported plans
- Liuna National (Industrial) Pension Fund (plan 001)
- Board Of Trustees Of The Liuna National (Industrial) Pension Fund — all reported plans
- Southern Nevada Culinary And Bartenders Pension Plan (plan 001)
- Board Of Trustees, Southern Nevada Culinary And — all reported plans
- Ohio Operating Engineers Health And Welfare Plan (plan 501)
- Ohio Operating Engineers Health And Welfare Plan — all reported plans
- Local 584 Pension Trust Fund (plan 001)
- Board Of Trustees Of Local 584 Pension Trust Fund — all reported plans
- N. Atlantic States Carp. Guaranteed Annuity Fund (plan 001)
- Bot Of The North Atlantic States Carpenters Guaranteed Annuity Fund — all reported plans
- New York State Teamsters Council Health & Hospital Fund (plan 501)
- Trustees Of Nys Teamsters Council Health & Hospital Fund — all reported plans
- Master Trust For Siemens Medical Solutions Usa, Inc. Savings Plans (plan 001)
- Siemens Medical Solutions Usa, Inc. — all reported plans
- Michigan Regional Council Of Carpenters' Annuity Fund (plan 001)
- Joint Board Of Trustees Of Mi Reg Council Of Carpenters Annuity Fund — all reported plans
- United Food And Commercial Workers Unions & Employers Midwest Pension Fund (plan 001)
- Trustees Of Ufcw Unions & Employers Midwest Pension Fund — all reported plans
- Chicago & Vicinity Laborers' District Council Retiree Health & Welfare Plan (plan 501)
- Bd Of Trts - Chgo & Vicin Laborers' District Council Retiree H&W Fund — all reported plans
- Pension Fund Of Local No. One Of I. A. T. S. E. (plan 001)
- Board Of Trustees, Pension Fund Of Local No. One Of I.A.T.S.E. — all reported plans
- Chicago & Vicinity Laborers' District Council Heal (plan 501)
- Board Of Trustees Of Chicago & Vicinity Laborers' District Council H&W — all reported plans
- Electrical Workers Pension Trust Fund Of Local Union No. 58 - Ibew (plan 001)
- The Board Of Trustees Of The Electrical Workers Pension Trust — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources