Loomis Sayles Trust 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 Trust Co. is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $774,240 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$774,240
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$774,240
Filings
7
Plan sponsors
7
Plans
7
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 Trust Co.
SponsorStatePlansReported compensation
Central Pennsylvania Teamsters Pension Fund, TrusteesPA1$376,121
Board Of Trustees Milwaukee Drivers Pension FundWI1$195,321
Joint Pension Fund Of Local Union No 102 Ibew Board Of TrusteesNJ1$84,499
Board Of Trustees, New Orleans Employers International Longshoremen'SLA1$52,425
Ibew Local 43 & Electrical Contractors Pension FundNY1$27,180
Plumbing & Pipefitting Ind AflNJ1$23,256
Board Of Trustees Iuoe Local 98 Pension PlanMA1$15,438

State footprint

Plans reporting Loomis Sayles Trust Co. are sponsored in NJ (2), LA (1), MA (1), NY (1), PA (1), WI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Central Pennsylvania Teamsters Pension Fund, TrusteesCentral Pennsylvania Teamsters Retirement Income Plan 19872023$376,121not reported in the loaded dataset
Board Of Trustees Milwaukee Drivers Pension FundMilwaukee Drivers Pension Plan2023$195,321not reported in the loaded dataset
Joint Pension Fund Of Local Union No 102 Ibew Board Of TrusteesJoint Pension Fund Of Local Union No 1022023$84,499not reported in the loaded dataset
Board Of Trustees, New Orleans Employers International Longshoremen'SNew Orleans Employers-International Longshoremen'S Association,Afl-Cio,Pension Plan2023$52,425not reported in the loaded dataset
Ibew Local 43 & Electrical Contractors Pension FundIbew Local 43 & Electrical Contractors Pension Fund2023$27,180not reported in the loaded dataset
Plumbing & Pipefitting Ind AflAnnuity Fund Of Local 2742023$23,256not reported in the loaded dataset
Board Of Trustees Iuoe Local 98 Pension PlanIuoe Local 98 Pension Plan2023$15,438not reported in the loaded dataset

Related Form 5500 pages