Wellington Trust Company, Na — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wellington Trust Company, Na (EIN 04-2767481) is a plan sponsor located in Boston, MA with 26 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 04-2767481
- Location
- Boston, MA
- Loaded plans
- 26
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $7,218,182,892
- Total reported liabilities (EOY)
- $280,107,929
- Total reported net assets (EOY)
- $6,938,074,963
Contributions & income
- Total income / additions
- $1,173,119,121
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $5,212,405
- Net increase / (decrease)
- $1,167,906,716
Coverage
- Plans with financial statements
- 26
- Plans with provider compensation
- 0
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Wtc-Cif Small Cap 2000 Portfolio | 057 | not reported in the loaded dataset | $926,222,551 | 2023 |
| Wtc-Cif International Contrarian Value Portfolio | 115 | not reported in the loaded dataset | $785,996,754 | 2023 |
| Wtc-Cif International Research Equity Portfolio | 036 | not reported in the loaded dataset | $637,977,825 | 2023 |
| Wtc-Cif Emerging Markets Portfolio | 017 | not reported in the loaded dataset | $547,010,652 | 2023 |
| Wtc-Cif Opportunistic Investment Allocation Portfolio | 076 | not reported in the loaded dataset | $542,128,532 | 2023 |
| Wtc-Cif Opportunistic Equity Portfolio | 077 | not reported in the loaded dataset | $489,116,744 | 2023 |
| Wtc-Cif Enduring Assets Portfolio | 130 | not reported in the loaded dataset | $463,672,246 | 2023 |
| Wtc-Cif Defined Benefit - Asset Allocation Solution Ii Portfolio | 135 | not reported in the loaded dataset | $384,989,049 | 2023 |
| Wtc-Cif Emerging Companies Portfolio | 015 | not reported in the loaded dataset | $294,593,079 | 2023 |
| Wtc-Cif Defined Benefit - Asset Allocation Solution Iii Portfolio | 136 | not reported in the loaded dataset | $291,964,788 | 2023 |
| Wtc-Cif Research Equity Portfolio | 054 | not reported in the loaded dataset | $264,513,526 | 2023 |
| Wtc-Cif Defined Benefit - Asset Allocation Solution I Portfolio | 134 | not reported in the loaded dataset | $261,770,348 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Wtc-Cif Diversified Inflation Hedges Portfolio | not reported in the loaded dataset | H | 20250121101411NAL0006684450001 |
| 2023 | Wtc-Cif Defined Benefit - Asset Allocation Solution I Portfolio | not reported in the loaded dataset | H | 20250121113008NAL0003034113001 |
| 2023 | Wtc-Cif Defined Benefit - Asset Allocation Solution Ii Portfolio | not reported in the loaded dataset | H | 20250121113344NAL0003034673001 |
| 2023 | Wtc-Cif Defined Benefit - Asset Allocation Solution Iii Portfolio | not reported in the loaded dataset | H | 20250121113739NAL0002307955001 |
| 2023 | Wtc-Cif Enduring Assets (Series 3) Portfolio | not reported in the loaded dataset | H | 20250123091514NAL0011466626001 |
| 2023 | Wtc-Cif Research Energy Portfolio | not reported in the loaded dataset | H | 20250520090015NAL0001084113001 |
| 2023 | Wtc-Cif Research Equity Portfolio | not reported in the loaded dataset | H | 20250520090424NAL0001818099001 |
| 2023 | Wtc-Cif Global Health Care Portfolio | not reported in the loaded dataset | H | 20250520090731NAL0004494722001 |