Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Loomis Sayles Trust Company
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 113 retirement plans with 100 or more participants reported paying Loomis Sayles Trust Company $5,000 or more. Those plans cover 1,823,049 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $19.8M. Per plan, the median was $21.67 per participant, with the middle half of plans between $12.94 and $42.30. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in New York (27), Maryland (9) and Illinois (9).
In 2009 it appeared on 18 such filings; in 2024, 118. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $12.94 | $21.67 | $42.30 |
| Compensation as a share of plan net assets | 0.02% | 0.02% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Int'l Brotherhood of Electrical Workers' Pension Benefit Fund | International Brotherhood of Electrical Workers' Pension Benefit Fund | DC | 603,067 | $2.71B | $1.0M |
| UFCW Consolidated Pension Fund | BD of Trustees UFCW Consolidated Pension Fund | GA | 347,574 | $5.53B | $632K |
| The Adjustable Plan of the Unite Here Retirement | Board of Trustees - Adjustable Plan of the Unite Here Retirement Fund | NY | 72,394 | $449M | $93K |
| Southern District Ubc Defined Contribution Fund | Board of Trustees of the Southern District Ubc Defined Contribution F | TN | 51,643 | $1.24B | $100K |
| Operating Engineers Pension Trust | Board of Trustees, Operating Engineers Pension Trust | CA | 40,018 | $3.65B | $478K |
| Midwest Operating Engineers Pension Trust Fund | Trustees of the Midwest Operating Engineers Pension Trust Fund | IL | 31,707 | $5.77B | $647K |
| The Hartford Investment and Savings Plan | Hartford Fire Insurance Company | CT | 31,062 | $7.18B | $1.6M |
| Chicago & Vicinity Laborers' District Council Pension Plan | BD of Trustees, Chicago & Vicinity Laborers' Distr. Council Pens Fund | IL | 30,331 | $5.23B | $731K |
| Boilermakers National Annuity Trust | Board of Trustees Boilermakers National Annuity | MO | 29,668 | $1.28B | $311K |
| Indiana Laborers Pension Fund | Board of Trustees - Indiana Laborers Pension Fund | IN | 28,807 | $1.81B | $296K |
| North Atlantic States Carpenters Annuity Plan | North Atlantic States Carpenters Annuity Plan | CT | 27,161 | $1.34B | $93K |
| Sony USA 401(k) Plan | Sony Corporation of America | NY | 25,938 | $6.21B | $1.1M |
| Central Pennsylvania Teamsters Defined Benefit Plan | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 25,602 | $1.49B | $258K |
| International Brotherhood of Teamsters Union Local 710 Pension Fund | Trustees of I.B. of T. Union Local 710 Pension Fund | IL | 21,566 | $4.39B | $509K |
| Eighth District Electrical Pension Fund | Board of Trustees, Eighth District Electrical Pension | NV | 21,064 | $1.25B | $618K |
| Locals 302 & 612 of the IUOE - Employers Construction Industry Retirement Plan | Board of Trustees, Locals 302 & 612 of the IUOE - | WA | 19,582 | $3.33B | $282K |
| North Central States Regional Council of Carpenters Pension Fund | Joint Board of Trustees of North Central States Regional Council of | WI | 18,092 | $1.83B | $300K |
| Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. | BD of Trustees Local 705 I.B. of T. Pension Trust Fund | IL | 15,670 | $1.88B | $320K |
| 32BJ School Workers Pension Fund | Board of Trustees of the 32BJ School Workers Pension Fund | NY | 15,019 | $598M | $299K |
| Beth Israel Lahey Health Defined Benefit Plan I | Beth Israel Lahey Health, Inc. | MA | 13,755 | $703M | $9,894 |
| Electrical Workers Local No. 26 Pension Trust Fund | Electrical Workers Local No 26 Pension Trust Fund | MD | 13,539 | $1.03B | $178K |
| Gannett Retirement Plan | Gannett Media Corp. | NY | 11,234 | $864M | $92K |
| Plumbers' Pension Fund, Local 130, U.A. | Trustees of the Plumbers Pension Fund, Local 130, U.A. | IL | 9,502 | $1.69B | $245K |
| United Parcel Service, Inc. Local 177, I.b.t Multi-Employer Retirement Plan | BD of Trustees, UPS Local 177, Ibt Multi Employer Retirement Plan | GA | 9,288 | $2.00B | $194K |
| Ameriprise Financial Retirement Plan | Ameriprise Financial, Inc. | MN | 8,972 | $922M | $188K |
| Painting Industry Annuity Fund | Board of Trustees of the Painting Industry Annuity Fund | NY | 8,480 | $879M | $64K |
| Central Pennsylvania Teamsters Retirement Income Plan 1987 | Central Pennsylvania Teamsters Pension Fund, Trustees | PA | 8,238 | $795M | $343K |
| Edison Pension Plan | Board of Trustees, Edison Pension Trust | OR | 8,208 | $1000M | $107K |
| Heating, Piping and Refrigeration Pension FD Pension Fund | BD of Tees Heating, Piping & Refrigeration Pension Fund | MD | 8,132 | $1.36B | $666K |
| UFCW Intl Union Pension Plan for Employees | Executive Committee of the U.F.C.W Intl Union | DC | 7,935 | $1.15B | $358K |
| Soft Drink and Brewery Workers Union Local 812 Retirement Fund | Board of Trustees Soft Drink and Brewery Workers | NY | 7,674 | $973M | $426K |
| Building Trades Annuity Benefit Fund | The Building Industry Electrical Contractors Association, Inc. | NY | 7,092 | $116M | $76K |
| Pentair Inc. Retirement Savings and Stock | Pentair Inc. | MN | 6,954 | $910M | $0 |
| The General Pension Plan of the International Union of Operating Engineers | Pension BD of the General Pension Plan of the Int'l Union of Operating | DC | 6,844 | $1.21B | $187K |
| Metal Trades Branch Local 638 Pension Fund | Metal Trades Branch Local 638 Pension Fund | NY | 6,271 | $1.02B | $73K |
| Construction Workers Pension Trust Fund - Lake County and Vicinity Pension Plan | Trustees of Construction Workers - Lake County Pension | IN | 6,258 | $590M | $168K |
| Painters and Allied Trades District Council NO.35 Annuity Fund | Painters Annuity Council No. 35 Annuity Fund | MA | 6,176 | $525M | $54K |
| Northern Mn-Wi Area Retail Clerks Pension Fund | Trustees of Northern Mn-Wi Area Retail Clerks Pension Fund | MN | 6,012 | $136M | $92K |
| UFCW Int'l Union-Albertsons Variable Annuity Pension Fund | Trustees of UFCW Int'l Union-Albertsons Variable Annuity Pension | IL | 5,995 | $60.7M | $44K |
| United Assn Full-Time Sal Off & Emp of Locl Unions Councils, ST & Prov Pen Plan | U a Local Union Officers & Employees Pension Fund | MD | 5,864 | $1.26B | $173K |
Questions and answers
How many plans does Loomis Sayles Trust Company serve?
113 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Loomis Sayles Trust Company?
The median plan reported $21.67 per participant in direct and indirect compensation (112 plans reporting an amount), or 0.02% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment management (83 plans), Custodial (securities) (2 plans) and Accounting (including auditing) (1 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.