Loomis Sayles Trust Company LLC (EIN 20-8080381) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 25 filings report $21.0B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| NHIT Agency MBS Trust | 024 | 0 | $5.9B |
| NHIT Core Plus Fixed Income Trust | 018 | 0 | $2.8B |
| NHIT Credit Asset Trust | 010 | 0 | $1.9B |
| NHIT Core Disciplined Alpha Trust | 029 | 0 | $1.7B |
| NHIT Strategic Alpha Trust | 012 | 0 | $1.4B |
20-8080381 is the Employer Identification Number (EIN) Loomis Sayles Trust Company LLC reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| NHIT Multisector FULL Discretion Trust |
| 005 |
| 0 |
| $1.2B |
| NHIT CLO Trust | 037 | 0 | $895.2M |
| NHIT Investment Grade Securitized Credit Trust | 009 | 0 | $767.8M |
| NHIT Core Plus FULL Discretion Trust | 022 | 0 | $643.2M |
| NHIT Core Fixed Income Trust | 002 | 0 | $635.2M |
| NHIT World Credit Asset Trust | 013 | 0 | $622.4M |
| NHIT Intermediate Duration Fixed Income Trust | 004 | 0 | $452.9M |
| NHIT High Yield FULL Discretion Trust | 003 | 0 | $376.2M |
| NHIT SRI Core Plus Fixed Income Trust | 025 | 0 | $313.3M |
| NHIT World Bond Trust | 001 | 0 | $202.7M |
| NHIT Long Duration Government Credit Trust | 019 | 0 | $181.0M |
| NHIT Short Duration Fixed Income Trust | 031 | 0 | $164.7M |
| NHIT Long Duration Corporate Bond Trust | 006 | 0 | $159.7M |
| NHIT Global Emerging Markets Equity Trust | 035 | 0 | $149.8M |
| NHIT Investment Grade Corporate Bond Trust | 007 | 0 | $143.1M |
| NHIT U.S. High Yield Bond Trust | 008 | 0 | $140.2M |
| NHIT Dynamic Fixed Income Trust | 023 | 0 | $125.8M |
| NHIT Emerging Markets DEBT Blended Total Return T | 036 | 0 | $125.1M |
| NHIT Global Fixed Income Trust | 017 | 0 | $95.5M |
| NHIT Emerging Markets Corporate DEBT Trust | 020 | 0 | $50K |
