2023 Form 5500 filing — Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015174656NAL0030535393001) for Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan, reported by Loomis, Sayles & Company, L.P. under EIN 04-3200030 and plan number 002. It reports 998 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$565.1MReported net assets$565,052,051
Participants998
Provider compensation$161.5K1 Schedule C row(s)$161,479
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015174656NAL0030535393001
- Plan sponsor
- Loomis, Sayles & Company, L.P.
- EIN
- 04-3200030
- Plan number
- 002
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$565.1M total assets
Net assets$565.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $565,052,051
- Net assets (EOY)
- $565,052,051
- Employer contributions
- $15,783,184
- Participant contributions
- $11,040,939
- Total income / additions
- $122,803,043
- Benefits paid
- $47,934,349
- Administrative expenses
- $163,702
- Total expenses
- $48,098,051
- Net increase / (decrease)
- $74,704,992
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Schwab Retirement Plan Services,Inc | NONE | $161,479 | not reported in the loaded dataset |