Loomis Sayles & Company, 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 & Company, Lp. is reported as a service provider on 63 loaded Form 5500 filing(s) across 62 plan sponsor(s) and 63 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $32,280,979 and reported indirect compensation totals $76,647.
Reported compensation summary
- Reported direct compensation
- $32,280,979
- Reported indirect compensation
- $76,647
- Total reported compensation
- $32,357,626
- Filings
- 63
- Plan sponsors
- 62
- Plans
- 63
- 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 |
|---|---|---|---|
| Altria Client Services LLC | VA | 1 | $3,790,610 |
| Rtx Corporation | CT | 1 | $2,936,036 |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | WA | 1 | $2,499,203 |
| Ford Motor Company | MI | 1 | $2,403,933 |
| Trustees Of The National Electrical Benefit Fund | MD | 1 | $2,269,357 |
| Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | DC | 1 | $2,099,850 |
| Invesco Trust Company | GA | 1 | $1,662,746 |
| Board Of Trustees, Sound Retirement Trust | WA | 1 | $1,290,737 |
| Verizon Communications Inc. | NJ | 1 | $1,166,679 |
| General Mills, Inc. | MN | 1 | $1,150,539 |
State footprint
Plans reporting Loomis Sayles & Company, Lp. are sponsored in PA (12), WA (10), OH (4), NJ (4), IL (4), OR (4), MN (3), NY (3), DC (3), CT (3), CA (2), MD (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Altria Client Services LLC | Altria Retirement Plan | 2023 | $3,790,610 | not reported in the loaded dataset |
| Rtx Corporation | Rtx Master Retirement Trust | 2023 | $2,936,036 | $0 |
| Western Conference Of Teamsters Pension Trust Fund Board Of Trustees | Western Conference Of Teamsters Pension Plan | 2023 | $2,499,203 | not reported in the loaded dataset |
| Ford Motor Company | Ford Motor Company Trust Fund Fixed Income-Credit | 2023 | $2,403,933 | not reported in the loaded dataset |
| Trustees Of The National Electrical Benefit Fund | National Electrical Benefit Fund | 2023 | $2,269,357 | $0 |
| Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers | Central Pension Fund Of The Iuoe & Participating Employers | 2023 | $2,099,850 | not reported in the loaded dataset |
| Invesco Trust Company | Invesco Fixed Income Trust Loomis Sayles Core Fixed Income Fund | 2023 | $1,662,746 | not reported in the loaded dataset |
| Board Of Trustees, Sound Retirement Trust | Sound Retirement Trust | 2023 | $1,290,737 | not reported in the loaded dataset |
| Verizon Communications Inc. | Bell Atlantic Master Trust | 2023 | $1,166,679 | $0 |
| General Mills, Inc. | Gmi Investment Trust - Pooled Equity Fund | 2023 | $1,129,064 | $21,475 |
| Board Of Trustees Eastern Atlantic States Carpenters Pension Fund | Eastern Atlantic States Carpenters Pension Fund | 2023 | $765,456 | $42,529 |
| The Bank Of New York Mellon | The Bank Of New York Mellon Corporation Pension Plan | 2023 | $662,008 | not reported in the loaded dataset |
| Board Of Trustees Of Mid-America Carpenters Regional Council Pension F | Mid-America Carpenters Regional Council Pension Fund | 2023 | $607,929 | not reported in the loaded dataset |
| Board Of Trustees - Southern Electrical Retirement Fund | Southern Electrical Retirement Fund | 2023 | $597,630 | not reported in the loaded dataset |
| The Hearst Corporation | The Hearst Corporation Master Trust For Pension And Profit Sharing Plans | 2023 | $595,015 | not reported in the loaded dataset |
| Eaton Corporation | Eaton Corporation Master Retirement Trust | 2023 | $563,967 | not reported in the loaded dataset |
| North Atlantic States Carpenters Annuity Plan | North Atlantic States Carpenters Annuity Plan | 2023 | $514,116 | $12,643 |
| Management-Ila Managed Health | Mila National Health Plan | 2023 | $430,318 | not reported in the loaded dataset |
| W Pa Teamsters & Employers Pension | Western Pennsylvania Teamsters And Employers Pension Fund | 2023 | $414,512 | not reported in the loaded dataset |
| Ppl Services Corporation | Ppl Services Corporation Master Trust | 2023 | $367,662 | not reported in the loaded dataset |
| Board Of Trustees Of Liuna Staff And Affiliates Pension Fund | Liuna Staff And Affiliates Pension Fund | 2023 | $344,505 | not reported in the loaded dataset |
| The Goodyear Tire & Rubber Company | The Goodyear Tire & Rubber Company Common Trust - Fixed Income | 2023 | $337,227 | not reported in the loaded dataset |
| Board Of Trustees, Western Glaziers Retirement Plan | Western Glaziers Retirement Plan | 2023 | $306,623 | not reported in the loaded dataset |
| Eversource Energy Service Company | Eversource Retirees Benefit Trust | 2023 | $305,815 | not reported in the loaded dataset |
| Hess Corporation | Hess Corporation Employees' Pension Plan | 2023 | $292,847 | not reported in the loaded dataset |
| Board Of Trustees, Locals 302 & 612 Of The Iuoe - | Locals 302 & 612 Of The Iuoe - Employers Construction Industry Retirement Plan | 2023 | $264,188 | not reported in the loaded dataset |
| Trustees Oregon Laborers - Employer Pension Plan | Oregon Laborers-Employers Pension Plan | 2023 | $239,112 | not reported in the loaded dataset |
| Ironworkers District Council Of The Paci Field Ironworkers Annuity Tru | Ironworkers District Council Of The Pacific Nw Field Ironworkers Annuity Trust Fund | 2023 | $219,855 | $0 |
| Segal Advisors, Inc. | Fixed Income Group Trust (A Fund Within The Marco Consulting Group Trust I) | 2023 | $219,560 | not reported in the loaded dataset |
| Loomis, Sayles & Company, L.P. | Loomis-Sayles Funded Pension Plan | 2023 | $208,417 | not reported in the loaded dataset |
| The Goodyear Tire & Rubber Company | The Goodyear Tire & Rubber Company Common Trust - Fixed Income Long Duration | 2023 | $197,759 | not reported in the loaded dataset |
| Ste. Michelle Wine Estates LLC | Ste. Michelle Wine Estates LLC Retirement Income Plan | 2023 | $177,373 | not reported in the loaded dataset |
| Laborers Agc Pension Trust Of Montana Board Of Trustees | Laborers Agc Pension Trust Of Montana | 2023 | $176,080 | $0 |
| Ufcw Union & Participating Food Industry Tri-State Pension Fund | Ufcw Union & Partcipating Food Industry Employers Tri-State Pension Fund | 2023 | $175,387 | not reported in the loaded dataset |
| Board Of Trustees Gciu-Employer Retirement Benefit Plan | Gciu - Employer Retirement Benefit Plan | 2023 | $152,702 | not reported in the loaded dataset |
| Trustees Of The Rocky Mountain Ufcw Pension Plan C/O Zenith American S | Rocky Mountain Ufcw Unions And Employers Retail And Meat Pension Plan | 2023 | $147,803 | not reported in the loaded dataset |
| Trustees Of Laborers Local 57 Industrial Pension | Laborers Local 57 Industrial Pension Plan | 2023 | $142,036 | $0 |
| Board Of Trustees, Oregon Retail Employees Pension | Oregon Retail Employees Pension Plan | 2023 | $130,139 | $0 |
| Gmp & Employers Pension Plan | Gmp & Employers Pension Plan | 2023 | $118,482 | not reported in the loaded dataset |
| Public Service Enterprise Group Incorporated | Public Service Enterprise Group Incorporated Master Retirement Trust | 2023 | $103,575 | not reported in the loaded dataset |
| Bac Local No. 1 Washington Pension Trust | Bac Local No. 1 Washington Pension Trust | 2023 | $103,053 | not reported in the loaded dataset |
| Gannett Fleming, Inc. | Gannett Fleming, Inc. Pension Plan | 2023 | $98,482 | not reported in the loaded dataset |
| Board Of Trustees Cwa/Itu Negotiated Pension Plan | Cwa/Itu Negotiated Pension Plan | 2023 | $96,819 | not reported in the loaded dataset |
| Board Of Trustees, Edison Pension Trust | Edison Pension Plan | 2023 | $94,581 | not reported in the loaded dataset |
| Board Of Trustees - Midwest Pension Plan | Midwest Pension Plan | 2023 | $89,113 | $0 |
| Tuckpointer Local 52 Pension Plan | Tuckpointer Local 52 Pension Plan | 2023 | $88,918 | not reported in the loaded dataset |
| Board Of Trustees, Southern California Local 831 - | Southern California Local 831 - Employer Pension Fund | 2023 | $85,760 | $0 |
| Board Of Trustees Teamsters Local 945 Pension Fund | Teamsters Employers Local 945 Pension Fund | 2023 | $78,339 | not reported in the loaded dataset |
| Ibew Local 98 Health & Welfare Plan Board Of | Ibew Local 98 Health & Welfare Plan | 2023 | $64,301 | not reported in the loaded dataset |
| Board Of Trustees, Local 191 I.B.E.W. Money | Local 191 I.B.E.W. Money Purchase Plan | 2023 | $63,702 | not reported in the loaded dataset |
Related Form 5500 pages
- Altria Retirement Plan (plan 006)
- Altria Client Services LLC — all reported plans
- Rtx Master Retirement Trust (plan 001)
- Rtx Corporation — all reported plans
- Western Conference Of Teamsters Pension Plan (plan 001)
- Western Conference Of Teamsters Pension Trust Fund Board Of Trustees — all reported plans
- Ford Motor Company Trust Fund Fixed Income-Credit (plan 105)
- Ford Motor Company — all reported plans
- National Electrical Benefit Fund (plan 001)
- Trustees Of The National Electrical Benefit Fund — all reported plans
- Central Pension Fund Of The Iuoe & Participating Employers (plan 001)
- Board Of Trustees Of The Cpf Of The Iuoe And Participating Employers — all reported plans
- Invesco Fixed Income Trust Loomis Sayles Core Fixed Income Fund (plan 001)
- Invesco Trust Company — all reported plans
- Sound Retirement Trust (plan 001)
- Board Of Trustees, Sound Retirement Trust — all reported plans
- Bell Atlantic Master Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Gmi Investment Trust - Pooled Equity Fund (plan 001)
- General Mills, Inc. — all reported plans
- Eastern Atlantic States Carpenters Pension Fund (plan 001)
- Board Of Trustees Eastern Atlantic States Carpenters Pension Fund — all reported plans
- The Bank Of New York Mellon Corporation Pension Plan (plan 001)
- The Bank Of New York Mellon — all reported plans
- Mid-America Carpenters Regional Council Pension Fund (plan 001)
- Board Of Trustees Of Mid-America Carpenters Regional Council Pension F — all reported plans
- Southern Electrical Retirement Fund (plan 001)
- Board Of Trustees - Southern Electrical Retirement Fund — all reported plans
- The Hearst Corporation Master Trust For Pension And Profit Sharing Plans (plan 001)
- The Hearst Corporation — all reported plans
- Eaton Corporation Master Retirement Trust (plan 001)
- Eaton Corporation — all reported plans
- North Atlantic States Carpenters Annuity Plan (plan 001)
- North Atlantic States Carpenters Annuity Plan — all reported plans
- Mila National Health Plan (plan 501)
- Management-Ila Managed Health — all reported plans
- Western Pennsylvania Teamsters And Employers Pension Fund (plan 001)
- W Pa Teamsters & Employers Pension — all reported plans
- Ppl Services Corporation Master Trust (plan 007)
- Ppl Services Corporation — all reported plans
- Liuna Staff And Affiliates Pension Fund (plan 001)
- Board Of Trustees Of Liuna Staff And Affiliates Pension Fund — all reported plans
- The Goodyear Tire & Rubber Company Common Trust - Fixed Income (plan 005)
- The Goodyear Tire & Rubber Company — all reported plans
- Western Glaziers Retirement Plan (plan 001)
- Board Of Trustees, Western Glaziers Retirement Plan — all reported plans
- Eversource Retirees Benefit Trust (plan 526)
- Eversource Energy Service Company — all reported plans
- Hess Corporation Employees' Pension Plan (plan 333)
- Hess Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources