Loomis, Sayles & Company, L.P. — 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, L.P. is reported as a service provider on 49 loaded Form 5500 filing(s) across 44 plan sponsor(s) and 49 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $25,871,338 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $25,871,338
- Reported indirect compensation
- $0
- Total reported compensation
- $25,871,338
- Filings
- 49
- Plan sponsors
- 44
- Plans
- 49
- 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 |
|---|---|---|---|
| Rtx Corporation | CT | 1 | $10,043,000 |
| Verizon Communications Inc. | NJ | 1 | $2,147,547 |
| Jpmorgan Chase Bank, National Association | NJ | 1 | $2,050,769 |
| Entergy Corporation | LA | 1 | $1,619,843 |
| General Mills, Inc. | MN | 1 | $1,333,778 |
| Trustees Of Ilwu-Pma Pension Plan | CA | 1 | $1,278,298 |
| Cvs Health Corporation | RI | 1 | $1,246,749 |
| General Electric Company, Operating As Ge Aerospace | OH | 1 | $919,807 |
| Board Of Trustees Of U.A. Local 38 Trust Funds | CA | 2 | $444,660 |
| Henkel Of America, Inc. | CT | 1 | $396,816 |
State footprint
Plans reporting Loomis, Sayles & Company, L.P. are sponsored in MT (9), NJ (8), CA (6), PA (5), CT (3), NY (3), WA (2), MN (2), TN (2), MO (1), MA (1), OH (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rtx Corporation | Rtx Savings Plan Master Trust | 2023 | $10,043,000 | not reported in the loaded dataset |
| Verizon Communications Inc. | Verizon Master Savings Trust | 2023 | $2,147,547 | $0 |
| Jpmorgan Chase Bank, National Association | Jpmorgan Chase Retirement Plan | 2023 | $2,050,769 | not reported in the loaded dataset |
| Entergy Corporation | Entergy Corp Retirement Plans Master Trust | 2023 | $1,619,843 | not reported in the loaded dataset |
| General Mills, Inc. | General Mills Group Trust-Pooled Fixed Fund | 2023 | $1,333,778 | not reported in the loaded dataset |
| Trustees Of Ilwu-Pma Pension Plan | Ilwu-Pma Pension Plan | 2023 | $1,278,298 | $0 |
| Cvs Health Corporation | Cvs Health Future Fund 401(K) Plan | 2023 | $1,246,749 | not reported in the loaded dataset |
| General Electric Company, Operating As Ge Aerospace | General Electric Pension Trust | 2023 | $919,807 | not reported in the loaded dataset |
| Henkel Of America, Inc. | Henkel Of America Master Trust | 2023 | $396,816 | not reported in the loaded dataset |
| Northwest Ironworkers Retirement Plan Board Of Trustees | Northwest Ironworkers Retirement Plan | 2023 | $395,556 | not reported in the loaded dataset |
| Dsm North America, Inc. | Dsm North America Consolidated Pension Plan | 2023 | $385,659 | not reported in the loaded dataset |
| Ascension Health Dba Ascension Healthcare | Ascension Healthcare Master Pension Trust | 2023 | $351,765 | not reported in the loaded dataset |
| Nokia Of America Corporation | Lucent Technologies Inc. Master Pension Trust | 2023 | $319,103 | not reported in the loaded dataset |
| Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan | Southeastern Carpenters And Millwrights Pension Plan | 2023 | $305,608 | not reported in the loaded dataset |
| Campbell Soup Company | Campbell Pension Plans Master Retirement Trust | 2023 | $297,156 | not reported in the loaded dataset |
| Nokia Of America Corporation | Nokia Savings/401(K) Plan | 2023 | $289,814 | not reported in the loaded dataset |
| Board Of Trustees Of U.A. Local 38 Trust Funds | U. A. Local 38 Defined Benefit Pension Plan | 2023 | $289,185 | not reported in the loaded dataset |
| Puget Sound Energy, Inc. | Retirement Plan For Employees Of Puget Sound Energy, Inc. | 2023 | $249,425 | not reported in the loaded dataset |
| Laborers Local Union No. 158 Pension Fund | Laborers Local Union No. 158 Pension Plan | 2023 | $188,684 | not reported in the loaded dataset |
| Board Of Trustees Of U.A. Local 38 Trust Funds | U. A. Local 38 Defined Contribution Pension Plan | 2023 | $155,475 | not reported in the loaded dataset |
| Board Of Trustees Cement Masons' Pension Fund | Pension Fund Of Cement Masons Union Local No. 502 | 2023 | $151,378 | not reported in the loaded dataset |
| Gallo Glass Company | Pension Plan For Hourly Paid Employees Of The Gallo Glass Company | 2023 | $143,778 | not reported in the loaded dataset |
| Mary Kay Inc. | Mary Kay Inc. Profit Sharing And 401(K) Plan | 2023 | $143,611 | not reported in the loaded dataset |
| Bd Tees Plumbers Lu 690 Pen Fund | Plumbers Local Union No. 690 Pension Fund | 2023 | $130,410 | $0 |
| Wellspan Health | Wellspan Health Pension Trust | 2023 | $124,576 | $0 |
| Board Of Trustees Elevator Division Retirement Plan | Elevator Division Retirement Benefit Plan | 2023 | $95,239 | not reported in the loaded dataset |
| Board Of Trustees Of Iwdc Of Wny And Vicinity Pension Plan | Iron Workers District Council Of Western New York And Vicinity Pension Plan | 2023 | $94,136 | not reported in the loaded dataset |
| Bd Of Tees Of Plumbers Lu No 690 Srp | Plumbers Lu No 690 Supplemental Retirement Plan | 2023 | $85,251 | $0 |
| Ufcw Union Local 919 & Contributing Empl Pension | Ufcw Union Local 919 & Contributing Employers' Food Pension Fund | 2023 | $77,602 | not reported in the loaded dataset |
| Ingram Industries Inc. | Ingram Retirement Plan | 2023 | $71,741 | not reported in the loaded dataset |
| Teamsters Union Local 25 Health Services & Insurance Plan | Teamsters Union 25 Health Services & Insurance Pla | 2023 | $71,104 | $0 |
| Board Of Trustees Pension Plan Of Steamfitters Pension Fund Local 475 | Pension Plan Of Steamfitters Pension Fund 475 | 2023 | $53,406 | not reported in the loaded dataset |
| Board Of Trustees - Tidewater Electrical Industry Pension Fund | Tidewater Electrical Industry Pension Fund | 2023 | $49,881 | not reported in the loaded dataset |
| Dick Anderson Construction, Inc. | Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | 2023 | $46,509 | not reported in the loaded dataset |
| Bd Of Trustees Butler-Zanesville Works Hourly And Salaried Union Retir | Butler-Zanesville Works Hourly And Salaried Union Retirees Health Care Fund | 2023 | $43,990 | not reported in the loaded dataset |
| Board Of Trustees St. Paul Electrical Construction Pension Plan | St. Paul Electrical Construction Pension Plan | 2023 | $32,762 | not reported in the loaded dataset |
| Riverside Contracting, Inc. | Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | 2023 | $24,528 | not reported in the loaded dataset |
| Gallo Vineyards, Inc. | Gallo Pension Plan For Non-Union Employees | 2023 | $23,157 | not reported in the loaded dataset |
| Jackson Contractor Group, Inc. | Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | 2023 | $21,769 | not reported in the loaded dataset |
| Century Companies, Inc. | Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | 2023 | $20,866 | not reported in the loaded dataset |
| Cusa Acquisition LLC | Oce Employees' Cash Accumulation Plan | 2023 | $17,840 | not reported in the loaded dataset |
| United Materials Of Great Falls | Montana Contractors Assoc, Inc. Money Purchase Retirement Plan & Trust | 2023 | $16,602 | not reported in the loaded dataset |
| East Bay Restaurant & Tavern Retirement Plan | East Bay Restaurant & Tavern Retirement Plan | 2023 | $16,174 | not reported in the loaded dataset |
| United Materials Of Great Falls | Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust | 2023 | $9,840 | not reported in the loaded dataset |
| Century Companies, Inc. | Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust | 2023 | $9,091 | not reported in the loaded dataset |
| Bd Of Trustees Bctgm Local 53 Health Benefits Fund | Bctgm Local 53 Health Benefits Fund | 2023 | $9,045 | $0 |
| Riverside Contracting, Inc. | Montana Contractors Assoc, Inc. 401(K) Retirement Plan & Trust | 2023 | $8,537 | not reported in the loaded dataset |
| Commonwealth Health Corporation Restated Retirement Plan | Commonwealth Health Corporation Restated Retirement Plan | 2023 | $7,277 | not reported in the loaded dataset |
| Jackson Contractor Group, Inc. | Montana Contractors Assoc., Inc. 401(K) Retirement Plan & Trust | 2023 | $7,201 | not reported in the loaded dataset |
Related Form 5500 pages
- Rtx Savings Plan Master Trust (plan 001)
- Rtx Corporation — all reported plans
- Verizon Master Savings Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Jpmorgan Chase Retirement Plan (plan 001)
- Jpmorgan Chase Bank, National Association — all reported plans
- Entergy Corp Retirement Plans Master Trust (plan 001)
- Entergy Corporation — all reported plans
- General Mills Group Trust-Pooled Fixed Fund (plan 004)
- General Mills, Inc. — all reported plans
- Ilwu-Pma Pension Plan (plan 001)
- Trustees Of Ilwu-Pma Pension Plan — all reported plans
- Cvs Health Future Fund 401(K) Plan (plan 017)
- Cvs Health Corporation — all reported plans
- General Electric Pension Trust (plan 001)
- General Electric Company, Operating As Ge Aerospace — all reported plans
- Henkel Of America Master Trust (plan 100)
- Henkel Of America, Inc. — all reported plans
- Northwest Ironworkers Retirement Plan (plan 001)
- Northwest Ironworkers Retirement Plan Board Of Trustees — all reported plans
- Dsm North America Consolidated Pension Plan (plan 002)
- Dsm North America, Inc. — all reported plans
- Ascension Healthcare Master Pension Trust (plan 001)
- Ascension Health Dba Ascension Healthcare — all reported plans
- Lucent Technologies Inc. Master Pension Trust (plan 001)
- Nokia Of America Corporation — all reported plans
- Southeastern Carpenters And Millwrights Pension Plan (plan 002)
- Jt Bd Of Trustees Of Southeastern Carps & Millwrights Pension Plan — all reported plans
- Campbell Pension Plans Master Retirement Trust (plan 101)
- Campbell Soup Company — all reported plans
- Nokia Savings/401(K) Plan (plan 003)
- Nokia Of America Corporation — all reported plans
- U. A. Local 38 Defined Benefit Pension Plan (plan 001)
- Board Of Trustees Of U.A. Local 38 Trust Funds — all reported plans
- Retirement Plan For Employees Of Puget Sound Energy, Inc. (plan 001)
- Puget Sound Energy, Inc. — all reported plans
- Laborers Local Union No. 158 Pension Plan (plan 001)
- Laborers Local Union No. 158 Pension Fund — all reported plans
- U. A. Local 38 Defined Contribution Pension Plan (plan 002)
- Pension Fund Of Cement Masons Union Local No. 502 (plan 001)
- Board Of Trustees Cement Masons' Pension Fund — all reported plans
- Pension Plan For Hourly Paid Employees Of The Gallo Glass Company (plan 001)
- Gallo Glass Company — all reported plans
- Mary Kay Inc. Profit Sharing And 401(K) Plan (plan 001)
- Mary Kay Inc. — all reported plans
- Plumbers Local Union No. 690 Pension Fund (plan 001)
- Bd Tees Plumbers Lu 690 Pen Fund — all reported plans
- Wellspan Health Pension Trust (plan 001)
- Wellspan Health — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources