Loomis Sayles Trust Company — 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 Company is reported as a service provider on 108 loaded Form 5500 filing(s) across 105 plan sponsor(s) and 108 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $13,969,628 and reported indirect compensation totals $28,824.
Reported compensation summary
- Reported direct compensation
- $13,969,628
- Reported indirect compensation
- $28,824
- Total reported compensation
- $13,998,452
- Filings
- 108
- Plan sponsors
- 105
- Plans
- 108
- 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 |
|---|---|---|---|
| Hartford Fire Insurance Company | CT | 1 | $1,363,232 |
| Bd Of Trustees Ufcw Consolidated Pension Fund | GA | 1 | $598,088 |
| Trustees Of The Midwest Operating Engineers Pension Trust Fund | IL | 1 | $578,346 |
| International Brotherhood Of Electrical Workers' Pension Benefit Fund | DC | 1 | $573,709 |
| Board Of Trustees Boilermaker-Blacksmith National | MO | 1 | $536,251 |
| Board Of Trustees, Operating Engineers Pension Trust | CA | 1 | $465,318 |
| Board Of Trustees Local 580 Pension Fund | NY | 1 | $354,229 |
| Board Of Trustees Soft Drink And Brewery Workers | NY | 1 | $327,002 |
| Joint Board Of Trustees Operating Engineers Local 324 | MI | 1 | $317,036 |
| Board Of Trustees Boilermakers National Annuity | MO | 1 | $288,873 |
State footprint
Plans reporting Loomis Sayles Trust Company are sponsored in NY (27), IL (9), MD (8), MN (7), PA (7), DC (6), NJ (6), GA (5), MO (5), MA (4), MI (4), CA (3).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Hartford Fire Insurance Company | The Hartford Investment And Savings Plan | 2023 | $1,348,381 | $14,851 |
| Bd Of Trustees Ufcw Consolidated Pension Fund | Ufcw Consolidated Pension Fund | 2023 | $598,088 | not reported in the loaded dataset |
| Trustees Of The Midwest Operating Engineers Pension Trust Fund | Midwest Operating Engineers Pension Trust Fund | 2023 | $578,346 | not reported in the loaded dataset |
| International Brotherhood Of Electrical Workers' Pension Benefit Fund | Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund | 2023 | $573,709 | not reported in the loaded dataset |
| Board Of Trustees Boilermaker-Blacksmith National | Boilermaker-Blacksmith National Pension Trust | 2023 | $536,251 | not reported in the loaded dataset |
| Board Of Trustees, Operating Engineers Pension Trust | Operating Engineers Pension Trust | 2023 | $465,318 | not reported in the loaded dataset |
| Board Of Trustees Local 580 Pension Fund | Local 580 Pension Fund | 2023 | $354,229 | not reported in the loaded dataset |
| Board Of Trustees Soft Drink And Brewery Workers | Soft Drink And Brewery Workers Union Local 812 Retirement Fund | 2023 | $327,002 | not reported in the loaded dataset |
| Joint Board Of Trustees Operating Engineers Local 324 | Operating Engineers' Local 324 Pension Fund | 2023 | $317,036 | not reported in the loaded dataset |
| Board Of Trustees Boilermakers National Annuity | Boilermakers National Annuity Trust | 2023 | $288,873 | not reported in the loaded dataset |
| Board Of Trustees I.U.O.E. Local 478 Pension Plan | International Union Of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan | 2023 | $287,472 | not reported in the loaded dataset |
| Board Of Trustees Of Boilermakers | Boilermakers National Health & Welfare Fund | 2023 | $284,215 | not reported in the loaded dataset |
| Board Of Trustees Of The 32bj School Workers Pension Fund | 32bj School Workers Pension Fund | 2023 | $283,633 | not reported in the loaded dataset |
| Ameriprise Financial, Inc. | Ameriprise Financial Retirement Plan | 2023 | $271,001 | $0 |
| Board Of Trustees Of Nycdcc Welfare Fund | New York City District Council Of Carpenters Welfare Fund | 2023 | $265,702 | not reported in the loaded dataset |
| Board Of Trustees, Iron Workers Local No. 25 | Iron Workers' Local No. 25 Pension Fund | 2023 | $250,468 | not reported in the loaded dataset |
| Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters | Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund | 2023 | $236,780 | not reported in the loaded dataset |
| Trustees Of The Plumbers Pension Fund, Local 130, U.A. | Plumbers' Pension Fund, Local 130, U.A. | 2023 | $231,969 | not reported in the loaded dataset |
| Sony Corporation Of America | Sony Usa 401(K) Plan | 2023 | $228,497 | not reported in the loaded dataset |
| Central Pennsylvania Teamsters Pension Fund, Trustees | Central Pennsylvania Teamsters Defined Benefit Plan | 2023 | $223,146 | not reported in the loaded dataset |
| Georgia Stevedore Assoc. Int'L Longshoremen'S Assoc. | Georgia Stevedore Association International Longshoremen'S Association Pension Plan | 2023 | $209,170 | not reported in the loaded dataset |
| Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating | The General Pension Plan Of The International Union Of Operating Engineers | 2023 | $184,373 | not reported in the loaded dataset |
| The Trustees Of The Wisconsin Laborers' Health Fund | Wisconsin Laborers Health Fund | 2023 | $181,551 | not reported in the loaded dataset |
| Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund | Sheet Metal Workers' Local 73 Pension Fund | 2023 | $179,662 | not reported in the loaded dataset |
| Board Of Trustees Midwest Operating Engineers Welfare Fund | Midwest Operating Engineers Welfare Fund | 2023 | $170,582 | not reported in the loaded dataset |
| Electrical Workers Local No 26 Pension Trust Fund | Electrical Workers Local No. 26 Pension Fund | 2023 | $164,653 | not reported in the loaded dataset |
| Trustees Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | Bakery Drivers & Salesmen Local 194 & Industry Pension Fund | 2023 | $161,910 | not reported in the loaded dataset |
| U A Local Union Officers & Employees Pension Fund | United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan | 2023 | $160,660 | not reported in the loaded dataset |
| Trustees Of Nat'L Stabilization Agreement Of The Sheet Metal Indstry T | National Stabilization Agreement Of The Sheet Metal Industry Active Employee Plan | 2023 | $147,155 | $0 |
| Northern Trust Company | Crown Cork & Seal Company, Inc. Master Retirement | 2023 | $141,993 | not reported in the loaded dataset |
| Trustees Of Construction Workers - Lake County Pension | Construction Workers Pension Trust Fund - Lake County And Vicinity Pension Plan | 2023 | $140,003 | not reported in the loaded dataset |
| Bd Of Trustees, Ups Local 177, Ibt Multi-Employer Retirement Plan | United Parcel Service, Inc. Local 177, I.B.T Multi-Employer Retirement Plan | 2023 | $139,301 | not reported in the loaded dataset |
| Beth Israel Lahey Health, Inc. | Beth Israel Lahey Health Defined Benefit Plan Ii | 2023 | $134,517 | not reported in the loaded dataset |
| Board Of Trustees Local 580 Insurance Fund | Local 580 Insurance Fund | 2023 | $130,206 | not reported in the loaded dataset |
| Board Of Trustees I.U.O.E. Local 14-14b Pension Fund | International Union Of Operating Engineers Local 14-14b Pension Fd | 2023 | $129,430 | not reported in the loaded dataset |
| Retirement Board Of Bert Bell/Pete Rozelle Nfl Player Retirement Plan | Bert Bell/Pete Rozelle Nfl Player Retirement Plan | 2023 | $128,926 | not reported in the loaded dataset |
| Building Laborers 310 Pension Fund | Building Laborers Local 310 Pension Fund | 2023 | $113,739 | not reported in the loaded dataset |
| Connecticut Laborers Annuity Fund Board Of Trustees | Connecticut Laborers' Annuity Plan | 2023 | $112,022 | not reported in the loaded dataset |
| Greater Kansas City Laborers Pension Plan | Greater Kansas City Laborers Pension Plan | 2023 | $107,930 | not reported in the loaded dataset |
| Navicent Health, Inc. | The Retirement Plan Of Central Georgia Health Systems, Inc. | 2023 | $104,227 | not reported in the loaded dataset |
| Trustees Of National Stabilization Agreement Of The Sheet Metal Indust | National Stabilization Agreement Of The Sheet Metal Industry Retiree Rules And Regulations | 2023 | $100,748 | $0 |
| Mattel, Inc. | Mattel Cash Balance Plan | 2023 | $94,927 | not reported in the loaded dataset |
| National Auto Sprinkler Welfare Fund Joint Board Of Trustees | National Automatic Sprinkler Industry Welfare Fund | 2023 | $94,100 | not reported in the loaded dataset |
| Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust | Uaw Retirees Of Daimler Trucks North America Welfare Benefit Trust | 2023 | $92,264 | not reported in the loaded dataset |
| Board Of Trustees - Adjustable Plan Of The Unite Here Retirement Fund | The Adjustable Plan Of The Unite Here Retirement | 2023 | $90,402 | not reported in the loaded dataset |
| United Wire, Metal & Machine Health & Welfare Fund | United Wire, Metal & Machine H & W Fd | 2023 | $89,458 | not reported in the loaded dataset |
| The Building Industry Electrical Contractors Association, Inc. | Electrician'S Retirement Fund | 2023 | $83,309 | not reported in the loaded dataset |
| Board Of Trustees Steamfitters Industry Pension Fund | Steamfitters Industry Pension Fund | 2023 | $79,712 | not reported in the loaded dataset |
| Trustees Of Northern Mn-Wi Area Retail Clerks Pension Fund | Northern Mn-Wi Area Retail Clerks Pension Fund | 2023 | $78,531 | not reported in the loaded dataset |
| Bd Of Trustees Iuoe Local 30 Pension Fund | Iuoe Local 30 Pension Fund | 2023 | $77,534 | not reported in the loaded dataset |
Related Form 5500 pages
- The Hartford Investment And Savings Plan (plan 100)
- Hartford Fire Insurance Company — all reported plans
- Ufcw Consolidated Pension Fund (plan 001)
- Bd Of Trustees Ufcw Consolidated Pension Fund — all reported plans
- Midwest Operating Engineers Pension Trust Fund (plan 001)
- Trustees Of The Midwest Operating Engineers Pension Trust Fund — all reported plans
- Int'L Brotherhood Of Electrical Workers' Pension Benefit Fund (plan 001)
- International Brotherhood Of Electrical Workers' Pension Benefit Fund — all reported plans
- Boilermaker-Blacksmith National Pension Trust (plan 001)
- Board Of Trustees Boilermaker-Blacksmith National — all reported plans
- Operating Engineers Pension Trust (plan 001)
- Board Of Trustees, Operating Engineers Pension Trust — all reported plans
- Local 580 Pension Fund (plan 001)
- Board Of Trustees Local 580 Pension Fund — all reported plans
- Soft Drink And Brewery Workers Union Local 812 Retirement Fund (plan 001)
- Board Of Trustees Soft Drink And Brewery Workers — all reported plans
- Operating Engineers' Local 324 Pension Fund (plan 001)
- Joint Board Of Trustees Operating Engineers Local 324 — all reported plans
- Boilermakers National Annuity Trust (plan 001)
- Board Of Trustees Boilermakers National Annuity — all reported plans
- International Union Of Operating Engineers Local Union No. 478, A-C-D-E Pension Plan (plan 001)
- Board Of Trustees I.U.O.E. Local 478 Pension Plan — all reported plans
- Boilermakers National Health & Welfare Fund (plan 501)
- Board Of Trustees Of Boilermakers — all reported plans
- 32bj School Workers Pension Fund (plan 001)
- Board Of Trustees Of The 32bj School Workers Pension Fund — all reported plans
- Ameriprise Financial Retirement Plan (plan 002)
- Ameriprise Financial, Inc. — all reported plans
- New York City District Council Of Carpenters Welfare Fund (plan 501)
- Board Of Trustees Of Nycdcc Welfare Fund — all reported plans
- Iron Workers' Local No. 25 Pension Fund (plan 001)
- Board Of Trustees, Iron Workers Local No. 25 — all reported plans
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters Local 701 Pension And Annuity Fund (plan 001)
- Defined Benefit Plan Of The Mid-Jersey Trucking Industry And Teamsters — all reported plans
- Plumbers' Pension Fund, Local 130, U.A. (plan 001)
- Trustees Of The Plumbers Pension Fund, Local 130, U.A. — all reported plans
- Sony Usa 401(K) Plan (plan 002)
- Sony Corporation Of America — all reported plans
- Central Pennsylvania Teamsters Defined Benefit Plan (plan 001)
- Central Pennsylvania Teamsters Pension Fund, Trustees — all reported plans
- Georgia Stevedore Association International Longshoremen'S Association Pension Plan (plan 001)
- Georgia Stevedore Assoc. Int'L Longshoremen'S Assoc. — all reported plans
- The General Pension Plan Of The International Union Of Operating Engineers (plan 001)
- Pension Bd Of The General Pension Plan Of The Int'L Union Of Operating — all reported plans
- Wisconsin Laborers Health Fund (plan 501)
- The Trustees Of The Wisconsin Laborers' Health Fund — all reported plans
- Sheet Metal Workers' Local 73 Pension Fund (plan 001)
- Board Of Trustees Of The Sheet Metal Workers 73 Pension Fund — all reported plans
- Midwest Operating Engineers Welfare Fund (plan 501)
- Board Of Trustees Midwest Operating Engineers Welfare Fund — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources