Plan Ledger DOL Form 5500 · updated monthly

Loomis Sayles and Company, LPbenefits

Loomis Sayles and Company, LP Welfare Benefit Plan · BOSTON, MA · plan year 2025

Broker compensation reported · 2025
$54,961

Loomis Sayles and Company, LP's benefits plans covered 771 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $816,810. Insurance brokers and agents were paid $54,961 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 6.7% of premiums. That is $71 per covered person, below the median for employer plans that report broker pay. Broker pay rose 14% from $48,019 in 2024.

Insurance contracts · 20253
STANDARD INSURANCE COMPANY · life$523K · 780 covered
STANDARD INSURANCE COMPANY · ltd$294K · 780 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · drugpremiums n/a · 277 covered
Brokers & agents paid · 20253
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 043200030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.