How big is Loomis Sayles Trust Company, LLC's plan?

Loomis Sayles Trust Company, LLC's plan reported $313.3M in assets for 2022.

Original filing (PDF)20230608141658NAL0042510784003

Loomis Sayles Trust Company, LLC

Name: Loomis Sayles Trust Company, LLC — NHIT SRI Core, Form 5500 (2022)
Creator: Loomis Sayles Trust Company, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

NHIT SRI Core Plus Fixed Income Trust

Employee benefit plan · Loomis Sayles Trust Company, LLC's NHIT SRI Core Plus Fixed Income Trust reported $313.3M in plan assets in 2022.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$313.3M

Net assets (EOY)

$297.4M

Plan identifiers

Loomis Sayles Trust Company, LLC's EIN is 20-8080381.

EIN 20-8080381

Plan number 025

Plan year 2022

ACK ID 20230608141658NAL0042510784003

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Loomis Sayles Trust Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOOMIS SAYLES TRUST COMPANY, LLC.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

LOOMIS SAYLES TRUST COMPANY, LLC

EIN

all filings

Address

—

Phone

—

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

025

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-06-08

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $77.2M(25% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
NHIT AGENCY MBS TRUST LOOMIS SAYLES TRUST COMPANY · EIN 20-8080381 / PN 024	Common Collective Trust	$77.2M	24.6%

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