Loomis Sayles — 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 is reported as a service provider on 93 loaded Form 5500 filing(s) across 89 plan sponsor(s) and 93 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $17,172,857 and reported indirect compensation totals $590,838.
Reported compensation summary
- Reported direct compensation
- $17,172,857
- Reported indirect compensation
- $590,838
- Total reported compensation
- $17,763,695
- Filings
- 93
- Plan sponsors
- 89
- Plans
- 93
- 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 |
|---|---|---|---|
| Walmart Inc. | AR | 1 | $1,870,243 |
| Abbott Laboratories | IL | 2 | $1,554,630 |
| Westrock Company | GA | 1 | $1,120,166 |
| Pepsico, Inc. | NY | 2 | $879,382 |
| Toyota Motor North America, Inc. | TX | 1 | $861,130 |
| The Kroger Co. | OH | 1 | $778,857 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | PA | 1 | $681,631 |
| Marsh & Mclennan Companies, Inc. | NY | 1 | $587,401 |
| Csx Corporation | FL | 2 | $563,634 |
| Relx Inc. | NY | 1 | $523,471 |
State footprint
Plans reporting Loomis Sayles are sponsored in NY (11), MA (7), CA (7), PA (6), FL (6), IL (6), OH (5), WA (5), NH (3), MI (3), HI (3), CT (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Walmart Inc. | Walmart 401(K) Plan | 2023 | $1,870,243 | not reported in the loaded dataset |
| Westrock Company | Westrock Company Consolidated Pension Plan | 2023 | $1,120,166 | not reported in the loaded dataset |
| Abbott Laboratories | Abbott Laboratories Annuity Retirement Trust | 2023 | $938,920 | not reported in the loaded dataset |
| Toyota Motor North America, Inc. | Toyota Motor Sales, U.S.A., Inc. Pension Plan | 2023 | $861,130 | not reported in the loaded dataset |
| The Kroger Co. | The Kroger Co. Defined Contribution Plan Master Trust | 2023 | $778,857 | $0 |
| National Elevator Industry Pension Plan Plan Board Of Trustees | National Elevator Industry Pension Plan | 2023 | $681,631 | not reported in the loaded dataset |
| Abbott Laboratories | Abbott - Abbvie Multiple Employer Pension Plan | 2023 | $615,710 | not reported in the loaded dataset |
| Marsh & Mclennan Companies, Inc. | Marsh & Mclennan Companies Retirement Plan | 2023 | $587,401 | $0 |
| Relx Inc. | Relx Inc. Us Retirement Plan | 2023 | $523,471 | not reported in the loaded dataset |
| Pepsico, Inc. | Pepsico, Inc. Employees Retirement Plan H | 2023 | $458,478 | not reported in the loaded dataset |
| Board Of Trustees Of Gcc Nat'L Pension Fund | Graphic Communications Conference National Pension Fund | 2023 | $449,419 | not reported in the loaded dataset |
| Operating Engineers Local No. 825 Pension Fund | Operating Engineers Local No. 825 Pension Fund | 2023 | $427,177 | not reported in the loaded dataset |
| Pepsico, Inc. | Pepsico Employees Retirement Plan I | 2023 | $420,904 | not reported in the loaded dataset |
| Trustees Of I.B. Of T. Union Local 710 Pension Fund | International Brotherhood Of Teamsters Union Local 710 Pension Fund | 2023 | $409,187 | not reported in the loaded dataset |
| Health And Welfare Trust Fund Local 103 Ibew | Local 103, I.B.E.W. Health Benefit Plan | 2023 | $405,245 | not reported in the loaded dataset |
| Retirees Of The Goodyear Tire & Rubber Company Health Care Trust | Retirees Of The Goodyear Tire & Rubber Company Health Care Plan | 2023 | $384,321 | not reported in the loaded dataset |
| Battelle Memorial Institute | Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute | 2023 | $350,502 | not reported in the loaded dataset |
| Brd Of Ttees Ufcw Local One Pension Fund | Ufcw Local One Pension Fund | 2023 | $329,896 | not reported in the loaded dataset |
| B Of T, Northwest Sheet Metal Workers Pension Plan | Northwest Sheet Metal Workers Pension Plan | 2023 | $313,672 | not reported in the loaded dataset |
| Trustees Of Ohio Carpenters' Pension Plan | Ohio Carpenters' Pension Plan | 2023 | $312,196 | not reported in the loaded dataset |
| Hanford Pension & Savings Plans Committee | Hanford Multi-Employer Pension Plan | 2023 | $300,000 | not reported in the loaded dataset |
| Csx Corporation | Csx Corporation 401(K) Plan | 2023 | $0 | $281,817 |
| Csx Corporation | Csx Corporation Capital Builder Plan | 2023 | $0 | $281,817 |
| Executive Committee Of The U.F.C.W Intl Union | Ufcw Intl Union Pension Plan For Employees | 2023 | $233,654 | not reported in the loaded dataset |
| Joint Board Of Trustees Of North Central States Regional Council Of | North Central States Regional Council Of Carpenters Pension Fund | 2023 | $223,764 | not reported in the loaded dataset |
| Csx Corporation | Csx Corporation Master Pension Trust | 2023 | $221,736 | not reported in the loaded dataset |
| Bot, Wa State Plumbing And Pipefitting Industry Pension Plan | Wa State Plumbing And Pipefitting Industry Pension Plan | 2023 | $215,807 | $0 |
| United Food And Commercial Workers Employers Pension Plan | United Food And Commercial Workers Unions And Employers Pension Plan | 2023 | $184,053 | not reported in the loaded dataset |
| Board Of Trustees, Northern California Tile Industry | Northern California Tile Industry Defined Benefit Pension Plan | 2023 | $164,082 | $13,602 |
| Medstar Health, Inc. | Medstar Health Inc. And Affiliates Retirement Master Trust | 2023 | $170,977 | not reported in the loaded dataset |
| Trustees Of Jacksonville Plumbers And Pipefitters | Trustees Of Jacksonville Plumbers And Pipefitters | 2023 | $144,834 | not reported in the loaded dataset |
| Board Of Trustees, Ufcw Local 555-Employers Health | Ufcw Local 555-Employers Health Trust | 2023 | $138,432 | not reported in the loaded dataset |
| Torrance Health Association | Torrance Health Association Employees Retirement Plan | 2023 | $132,697 | not reported in the loaded dataset |
| Lincoln National Corporation | Lincoln National Corporation Employees Retirement Trust | 2023 | $131,514 | not reported in the loaded dataset |
| Upmc | Upmc Master Trust | 2023 | $125,000 | not reported in the loaded dataset |
| Board Of Trustees, Ibew 332 Pension Plan - Part A | Ibew 332 Pension Plan - Part A | 2023 | $112,483 | not reported in the loaded dataset |
| Bay Area Painters & Tapers Pension Trust | Bay Area Painters & Tapers Pension Trust | 2023 | $106,348 | not reported in the loaded dataset |
| Mary Hitchcock Memorial Hospital | Pension Plan For Employees Of Dartmouth-Hitchcock | 2023 | $103,954 | not reported in the loaded dataset |
| Board Of Trustees Of Teamsters Local Union No. 727 Pension Plan | Teamsters Local Union No. 727 Pension Plan | 2023 | $103,113 | not reported in the loaded dataset |
| Akin Gump Strauss Hauer & Feld Llp | The Akin Gump Strauss Hauer & Feld Llp Master Trust | 2023 | $101,946 | not reported in the loaded dataset |
| Board Of Trustees Iron Workers | Iron Workers District Council Of New England Pension Fund | 2023 | $101,369 | not reported in the loaded dataset |
| United Food And Commercial Workers Welfare Trust | United Food And Commercial Workers Welfare Trust | 2023 | $98,587 | not reported in the loaded dataset |
| Pipe & Refrigeration Fitters Local 537 | Pipefitters Union Local No. 537 Pension Fund | 2023 | $97,230 | not reported in the loaded dataset |
| Trustees Of Unite Here Health | Unite Here Health | 2023 | $95,313 | not reported in the loaded dataset |
| Pipefitters Local Union No.537 | Pipefitters Local Union No. 537 Deferred Income Annuity Fund Individual Account Plan | 2023 | $84,018 | not reported in the loaded dataset |
| Amphenol Corporation & Affiliated Companies | Amphenol Corporation Master Trust | 2023 | $83,979 | $0 |
| Air Line Pilots Association International | Fedex Pilots Post-Medicare Retiree Premium Reimbursement Plan | 2023 | $78,400 | not reported in the loaded dataset |
| Board Of Trustees Bac Local 15 Pension Fund | Bac Local Union 15 Supplemental Plan | 2023 | $77,860 | $0 |
| Board Of Trustees Of The Umwa 1985 Construction Workers | United Mine Workers Of America 1985 Construction Workers Pension Plan | 2023 | $76,842 | not reported in the loaded dataset |
| Umwa 1974 Pension Trust Board Of Trustees | United Mine Workers Of America 1974 Pension Plan | 2023 | $75,207 | not reported in the loaded dataset |
Related Form 5500 pages
- Walmart 401(K) Plan (plan 003)
- Walmart Inc. — all reported plans
- Westrock Company Consolidated Pension Plan (plan 027)
- Westrock Company — all reported plans
- Abbott Laboratories Annuity Retirement Trust (plan 337)
- Abbott Laboratories — all reported plans
- Toyota Motor Sales, U.S.A., Inc. Pension Plan (plan 003)
- Toyota Motor North America, Inc. — all reported plans
- The Kroger Co. Defined Contribution Plan Master Trust (plan 009)
- The Kroger Co. — all reported plans
- National Elevator Industry Pension Plan (plan 001)
- National Elevator Industry Pension Plan Plan Board Of Trustees — all reported plans
- Abbott - Abbvie Multiple Employer Pension Plan (plan 300)
- Marsh & Mclennan Companies Retirement Plan (plan 001)
- Marsh & Mclennan Companies, Inc. — all reported plans
- Relx Inc. Us Retirement Plan (plan 004)
- Relx Inc. — all reported plans
- Pepsico, Inc. Employees Retirement Plan H (plan 121)
- Pepsico, Inc. — all reported plans
- Graphic Communications Conference National Pension Fund (plan 001)
- Board Of Trustees Of Gcc Nat'L Pension Fund — all reported plans
- Operating Engineers Local No. 825 Pension Fund (plan 001)
- Operating Engineers Local No. 825 Pension Fund — all reported plans
- Pepsico Employees Retirement Plan I (plan 004)
- International Brotherhood Of Teamsters Union Local 710 Pension Fund (plan 001)
- Trustees Of I.B. Of T. Union Local 710 Pension Fund — all reported plans
- Local 103, I.B.E.W. Health Benefit Plan (plan 501)
- Health And Welfare Trust Fund Local 103 Ibew — all reported plans
- Retirees Of The Goodyear Tire & Rubber Company Health Care Plan (plan 501)
- Retirees Of The Goodyear Tire & Rubber Company Health Care Trust — all reported plans
- Pension Plan Of The Pacific Northwest Laboratories Battelle Memorial Institute (plan 005)
- Battelle Memorial Institute — all reported plans
- Ufcw Local One Pension Fund (plan 001)
- Brd Of Ttees Ufcw Local One Pension Fund — all reported plans
- Northwest Sheet Metal Workers Pension Plan (plan 001)
- B Of T, Northwest Sheet Metal Workers Pension Plan — all reported plans
- Ohio Carpenters' Pension Plan (plan 001)
- Trustees Of Ohio Carpenters' Pension Plan — all reported plans
- Hanford Multi-Employer Pension Plan (plan 003)
- Hanford Pension & Savings Plans Committee — all reported plans
- Csx Corporation 401(K) Plan (plan 003)
- Csx Corporation — all reported plans
- Csx Corporation Capital Builder Plan (plan 004)
- Ufcw Intl Union Pension Plan For Employees (plan 001)
- Executive Committee Of The U.F.C.W Intl Union — all reported plans
- North Central States Regional Council Of Carpenters Pension Fund (plan 001)
- Joint Board Of Trustees Of North Central States Regional Council Of — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources