Loomis Sayles Trust Company, LLC — 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, LLC is reported as a service provider on 16 loaded Form 5500 filing(s) across 16 plan sponsor(s) and 16 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,648,056 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.6MDirect + indirect, across loaded filings$1,648,056
Plans served16
Plan sponsors16
Filings16
Direct vs. indirect compensation
Direct compensation$1.6M
Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation20%The National Education Association
Top state share of plans31%NY
Plan sponsors served16
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Loomis Sayles Trust Company, LLC. Bars show relative scale.

  1. 1
  2. 2
  3. 3
    NY · 1 plan(s)
  4. 4
  5. 5
  6. 6
  7. 7
  8. 8
  9. 9
    NY · 1 plan(s)
  10. 10
Geographic reach

State footprint

Where Loomis Sayles Trust Company, LLC appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    NY5 plan(s)
  2. 2
    MN2 plan(s)
  3. 3
    MD2 plan(s)
  4. 4
    OR1 plan(s)
  5. 5
    PA1 plan(s)
  6. 6
    TN1 plan(s)
  7. 7
    DC1 plan(s)
  8. 8
    VA1 plan(s)
  9. 9
    IN1 plan(s)
  10. 10
    MA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Loomis Sayles Trust Company, LLC are sponsored, by plan count.

  1. 1
    Hauppauge, NY3 plan(s)
  2. 2
  3. 3
    Boston, MA1 plan(s)
  4. 4
  5. 5
    Sparks, MD1 plan(s)
  6. 6
  7. 7
  8. 8
    Pittsford, NY1 plan(s)
  9. 9
    Westbury, NY1 plan(s)
  10. 10
    Portland, OR1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    The National Education Association, DC · Direct $330.4K · 2023
  2. 2
    Board Of Trustees - Indiana Laborers Pension Fund, IN · Direct $230.6K · 2023
  3. 3
    Northwell Health, Inc., NY · Direct $210.7K · 2023
  4. 4
    Bot - Oregon Sheet Metal Workers Master Retirement Trust, OR · Direct $190.1K · 2023
  5. 5
    Board Of Trustees Hagerstown Motor Carriers And, MD · Direct $101.3K · 2023
  6. 6
    Board Of Trust Of The Annuity Fd Of The Electrical Industry Of Li, NY · Direct $96.2K · 2023
  7. 7
    Teamsters Joint Council No. 83 Of Virginia Health & Welfare Fund, VA · Direct $94.3K · 2023
  8. 8
    Board Of Trustees Of I.B.E.W. Local 25 401k Fund, NY · Direct $93.6K · 2023
  9. 9
    Gannett Media Corp., NY · Direct $87.4K · 2023
  10. 10
    Board Of Trustees I.B.E.W. Local 25 Pension Fund, NY · Direct $65.5K · 2023
  11. 11
    Jacksonville Plumbers And Pipefitters Health And Welfare Fund, TN · Direct $39.4K · 2023
  12. 12
    Board Of Trustees Of Warehouse Employees Local No. 730 Pension Trust F, MD · Direct $35.8K · 2023
  13. 13
    Boston Medical Center, MA · Direct $32.6K · 2023
  14. 14
    Trustees - Utility Workers Union Of America National Health And Welfar, MN · Direct $21.6K · 2023
  15. 15
    Board Of Trustees Iron Workers Welfare Plan Of Western Pa, PA · Direct $18.6K · 2023
  16. 16
    Pentair Inc, MN · Direct $0 · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Loomis Sayles Trust Company, LLC?
Public Form 5500 Schedule C filings report compensation paid to Loomis Sayles Trust Company, LLC as a plan service provider. Across loaded filings, total reported compensation is $1,648,056.
How many plans report Loomis Sayles Trust Company, LLC as a service provider?
Loomis Sayles Trust Company, LLC appears on 16 loaded plan(s) across 16 sponsor(s).

Related Form 5500 pages