Loomis Sayles Trust Company is a firm that provides investment management, commercial bank, fiduciary trustee, and administrative support to nonprofit clients. They primarily provide their services regionally, with most clients in New York, District of Columbia, and Illinois (although they are present in other states as well).
Most Loomis Sayles Trust Company clients are health and welfare funds with revenues ranging from $42 million to $450 million.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | National Education Association of the United States | 501(c)(5) | Washington, DC | ||
| 2 | Service Employees International Union (SEIU) | 501(c)(5) | Washington, DC | ||
| 3 | Beth Israel Lahey Health | 501(c)(3) | Charlestown, MA | ||
| 4 | National Fire Protection Association | 501(c)(3) | Quincy, MA | ||
| 5 | Navicent Health | 501(c)(3) | Macon, GA | ||
| 6 | Line Construction Benefit Fund | 501(c)(9) | Lombard, IL | ||
| 7 | Midwest Operating Engineers Welfare Fund | 501(c)(9) | Countryside, IL | ||
| 8 | Nyc District Council of Carpenters Welfare Fund | 501(c)(9) | New York, NY | ||
| 9 | National Automatic Sprinkler Industry Welfare Fund | 501(c)(9) | Landover, MD | ||
| 10 | Massachusetts Laborers' Health and Welfare Fund | 501(c)(9) | Burlington, MA | ||
| ... | and 21 more Loomis Sayles Trust Company not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Loomis Sayles Trust Company in the nonprofit sector include Oneamerica Retirement Services LLC, Minnesota Life Insurance Company, Cambridge Investment Research Inc, State Street Global Advisors, Healthcare Community Securities Cor, Sei Investments, Charles Schwab Trust Company, Newport Trust Company, Planpilot, LLC, and Principal Financial Group.
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