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  2. LOOMIS SAYLES AND COMPANY, LP
Sponsor portfolioTH

LOOMIS SAYLES AND COMPANY, LP

EIN 04-3200030-financial services-Latest filing 2025
Plans
3
Retirement
2
$773.2M assets
Welfare
1
$945K premiums
Participants
2,261
ONE FINANCIAL CENTER - BOSTON, MA 02111617-346-9860loomissayles.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
3 filings
#002401k-$647.5M - 1,010 part#001TraditionalDB-$125.8M - 401 part#501Mixed-$945K - 780 lives

Retirement portfolio analytics

2 plans aggregated / $773.2M assets / 1,411 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • SHARING RETIREMENT PLAN (#002)84%
  • LOOMIS-SAYLES FUNDED PENSION (#001)16%
Total $773.2MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
84%top
  • CHARLES SCHWAB & CO., INC.84%
  • (Not disclosed)16%
Total $773.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING RETIREMENT PLAN (#002)1,010
  • LOOMIS-SAYLES FUNDED PENSION (#001)401
Total 1,411Click row to drill in

Benefits portfolio analytics

1 plan / $945K premiums / 780 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$651K
  • Life$523K
  • Long-term disability$294K
  • Prescription drug$128K
Total $945K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • STANDARD INSURANCE COMPANY86%
  • AFLAC14%
Total $945K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $55K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN

401k

Assets$647.5M
Participants1,010
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

LOOMIS-SAYLES FUNDED PENSION PLAN

TraditionalDB

Assets$125.8M
Participants401
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

LOOMIS SAYLES AND COMPANY, LP WELFARE BENEFIT PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$945K
Covered lives780
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002LOOMIS, SAYLES & COMPANY, L.P. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN401k$647.5M1,0102024
001LOOMIS-SAYLES FUNDED PENSION PLANTraditionalDB$125.8M4012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501LOOMIS SAYLES AND COMPANY, LP WELFARE BENEFIT PLANMixedSTANDARD INSURANCE COMPANY$945K7802025
Retirement plans
Welfare plans
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