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Form 5500 · Employee benefit plan · BOSTON, MA

LOOMIS SAYLES AND COMPANY, LP

LOOMIS SAYLES AND COMPANY, LP of BOSTON, MA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through CONTINENTAL AMERICAN INSURANCE COMPANY and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3200030 · plan 501 · as of Jul 2026

Participants
812
Carriers on file
3
Disclosed commissions
$48,019
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
CONTINENTAL AMERICAN INSURANCE COMPANY123December$21,835
STANDARD INSURANCE COMPANYLife772December$13,592
STANDARD INSURANCE COMPANYDisability772December$12,592

Questions

Who is LOOMIS SAYLES AND COMPANY, LP's benefits broker?

Per its most recent Form 5500 Schedule A, LOOMIS SAYLES AND COMPANY, LP's broker of record is MERCER HEALTH AND BENEFITS ADMIN.

What insurance carrier does LOOMIS SAYLES AND COMPANY, LP use?

LOOMIS SAYLES AND COMPANY, LP's benefit plan is written through CONTINENTAL AMERICAN INSURANCE COMPANY, among 3 disclosed carriers.

When does LOOMIS SAYLES AND COMPANY, LP's group plan renew?

The most recent Schedule A policy period for LOOMIS SAYLES AND COMPANY, LP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LOOMIS SAYLES AND COMPANY, LP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.