Loomis Sayles and Company, LP
Overview
Loomis Sayles and Company, LP sponsors a self-funded health plan that covered 841 participants in plan year 2025, up 4% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 841 · prior year 812
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Loomis Sayles and Company, LP Welfare Benefit Plan, plan 501 (841 participants)
- Broker compensation
- $55K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Standard Insurance Company | Life, Long-term disability | 780 | $776K | $28K |
| Continental American Insurance Company | Prescription drug | 277 | $128K | $27K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 841 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Loomis Sayles and Company, LP
- Sponsor EIN
- 04-3200030
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 04-3200030 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Loomis, Sayles & Company, L.P. Employees' Profit Sharing Retirement Plan
- Type
- 401(k) plan
- Participants
- 1,034
About this data
Source: Loomis Sayles and Company, LP's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Loomis Sayles and Company, LP.