Loomis Sayles Trust Company
trustee16 known aliases resolved via the canonical alias map
Market position · 2024
Plans served104+4 YoYRank #207 of mapped providers
Assets under administration$91.2B0.1%Market share · rank #147
Fees received$18MMedian $89,653/planSum across Schedule C direct + indirect
Net wins YoY+011 won · 11 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical Loomis Sayles Trust Company plan look like?
Service mix · median fees per plan
Count of plans where Loomis Sayles Trust Company ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Soft dollars commissionsCode 28 | 78 | $89,653 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 21 | $93,273 | |
Custodial (securities); Investment managementCode 19 | 2 | $78,507 | |
Direct payment from the plan; Investment advisory (plan)Code 27 | 1 | $7,209 | |
Direct payment from the plan; Investment management fees paid directly by planCode 50 | 1 | $202,856 | |
Sub-transfer agency feesCode 60 | 1 | $0 |
Competitor overlap
Percent of Loomis Sayles Trust Company's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under Loomis Sayles Trust Company.
| Sponsor | From | Assets |
|---|---|---|
JOINT BOARD OF TRUSTEES OF NORTH CENTRAL STATES REGIONAL COUNCIL OFWI · 396079856-001 | Neuberger Berman | $1.8B |
BOARD OF TRUSTEES OF IRON WORKERS ST. LOUIS DISTRICT COUNCIL PENSIONMO · 436052659-001 | JPMorgan Chase | $644M |
BOARD OF TRUSTEES OF THE 32BJ SCHOOL WORKERS PENSION FUNDNY · 131957585-001 | Loomis Sayles | $565M |
MARYLAND ELECTRICAL IND PENSIONWV · 521057284-001 | Benefits Administrators, LLC | $289M |
PLUMBERS LOCAL 9 PENSION FUNDNJ · 510219541-001 | Crescent Capital Group LP | $282M |
TEAMSTERS LOCAL 830 PENSION PLANPA · 231990755-001 | SAMUEL J. KENISH | $180M |
BOARD OF TRUSTEES - CHICAGO TILE INSTITUTE PENSION FUNDIL · 366033202-001 | A. WYDRA | $173M |
SAPPI NORTH AMERICA, INC.MA · 232366983-037 | Faegre Drinker Biddle & Reath LLP | $85M |
FOODLAND SUPER MARKET, LTD.HI · 990068548-001 | SSI Investment Management | $56M |
FOOD PANTRY, LTD.HI · 990104984-002 | SSI Investment Management | $34M |
Plans lost in 2024
Appeared last year under Loomis Sayles Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
BD. OF TRUSTEES OF MASS. LABORERS ANNUITY FUNDMA · 046553616-001 | EMPLOYEE L | $2.2B |
BOARD OF TRUSTEES OF THE TWIN CITY CARPENTERS AND JOINERS PENSION FUNDMN · 416043137-001 | Blackstone Infrastructure Advisors | $1.9B |
BOARD OF TRUSTEES LOCAL 580 ANNUITY FUNDNY · 136178512-001 | INSIGHT NORTH AMERICA | $703M |
BD OF TRUSTEES IUOE LOCAL 30 PENSION FUNDNY · 516045848-001 | Empower | $331M |
DISTRICT 1199J-NEW JERSEY HEALTH CARE EMPLOYERS-NJ · 223095464-001 | TINEO GUILLERMO | $250M |
BOARD OF TRUSTEES IUOE LOCAL 98 PENSION PLANMA · 046127765-001 | Meketa Investment Group | $203M |
IBEW LOCAL UNION NO. 252 PENSION PLAN JOINT BOARD OF TRUSTEESMI · 386323896-001 | Law Office of Thomas D. Luczak PLLC | $192M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONALMO · 486168020-001 | $7.5B | 80,280 | $564,752 | 2y | - |
HARTFORD FIRE INSURANCE COMPANYCT · 060383750-100 | $7.2B | 31,062 | $2M | 3y | - |
SONY CORPORATION OF AMERICANY · 131914734-002 | $6.2B | 25,938 | $1M | 2y | 1 |
TRUSTEES OF THE MIDWEST OPERATING ENGINEERS PENSION TRUST FUNDIL · 366140097-001 | $6.0B | 31,707 | $646,963 | 9y | - |
BD OF TRUSTEES UFCW CONSOLIDATED PENSION FUNDGA · 586101602-001 | $5.6B | 347,574 | $632,220 | 8y | - |
BOARD OF TRUSTEES, OPERATING ENGINEERS PENSION TRUSTCA · 956032478-001 | $3.8B | 40,018 | $478,180 | 8y | - |
NORTHWELL HEALTH, INC.NY · 113418133-006 | $2.8B | 42,096 | $285,774 | 2y | - |
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUNDDC · 530088380-001 | $2.8B | 603,067 | $1M | 10y | - |
BD OF TRUSTEES, UPS LOCAL 177, IBT MULTI EMPLOYER RETIREMENT PLANGA · 131426500-419 | $2.0B | 9,288 | $194,311 | 6y | - |
JOINT BOARD OF TRUSTEES OPERATING ENGINEERS LOCAL 324MI · 381900637-001 | $1.9B | 21,246 | $373,003 | 10y | - |
Flag exposure
90.4%Market: 89.1%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (16)
Raw Schedule C names collapsed into Loomis Sayles Trust Company.
- EMPLOYEE FILE NUMBER 000242
- LOOMIS SALYES TRUST COMPANY, LLC
- LOOMIS SAYLES CR ASSET TRUST
- LOOMIS SAYLES TRUST CO
- LOOMIS SAYLES TRUST CO.
- LOOMIS SAYLES TRUST CO. LLC
- LOOMIS SAYLES TRUST CO., LLC
- LOOMIS SAYLES TRUST COMPANY
- LOOMIS SAYLES TRUST COMPANY LLC
- LOOMIS SAYLES TRUST COMPANY, L.P.
- LOOMIS SAYLES TRUST COMPANY, LLC
- LOOMIS SAYLES TRUST COMPANY, LP
- LOOMIS SAYLES TRUST COMPANY, N.A.
- LOOMIS, SAYLES TRUST COMPANY
- LOOMIS, SAYLES TRUST COMPANY, LLC
- THE LOOMIS SAYLES TRUST COMPANY
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for Loomis Sayles Trust Company's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 5 | 4.81% | 1.71% | +3.09 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 1 | 0.96% | 1.76% | -0.80 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with Loomis Sayles Trust Company. Compare to the incumbent market share (0.1%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.1 pp vs incumbent
Frequent partners by role
Who else shows up on Loomis Sayles Trust Company's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| ULLICO Inc | 32 | 30.8% |
| The Segal Company | 31 | 29.8% |
| Segal Marco Advisors | 22 | 21.1% |
| Inter-Continental Real Estate Corp | 20 | 19.2% |
| Boyd Watterson Asset Management LLC | 14 | 13.5% |
| NEPC LLC | 13 | 12.5% |
| ASB Capital Management | 12 | 11.5% |
| Crescent Capital Group LP | 11 | 10.6% |
| Investment Performance Services LLC | 11 | 10.6% |
| American Realty Advisors | 10 | 9.6% |
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).