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 04-6913417) is a plan sponsor located in Boston, MA with 98 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
- 04-6913417
- Location
- Boston, MA
- Loaded plans
- 98
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $59,982,450,918
- Total reported liabilities (EOY)
- $5,761,399,704
- Total reported net assets (EOY)
- $54,221,051,214
Contributions & income
- Total income / additions
- $7,209,927,251
Expenses & distributions
- Benefits paid / distributions
- $0
- Total expenses
- $159,209,917
- Net increase / (decrease)
- $7,050,717,334
Coverage
- Plans with financial statements
- 98
- 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 Ii Global Research Equity - Extended Portfolio | 185 | not reported in the loaded dataset | $6,025,027,958 | 2023 |
| Wtc-Cif Ii Growth Portfolio | 028 | not reported in the loaded dataset | $5,780,943,233 | 2023 |
| Wtc-Cif Ii Core Bond Plus/Mortgage-Backed Securities Portfolio | 015 | not reported in the loaded dataset | $3,732,218,797 | 2023 |
| Wtc-Cif Ii Core Bond Plus Portfolio | 004 | not reported in the loaded dataset | $3,497,936,008 | 2023 |
| Wtc-Cif Ii Smid Cap Research Equity Portfolio | 128 | not reported in the loaded dataset | $2,645,013,756 | 2023 |
| Wtc-Cif Ii Us Investment Grade Corporate Long Bond Portfolio | 120 | not reported in the loaded dataset | $2,590,145,129 | 2023 |
| Wtc-Cif Ii Core Bond Portfolio | 026 | not reported in the loaded dataset | $2,238,291,516 | 2023 |
| Wtc-Cif Ii Growth (Series 4) Portfolio | 183 | not reported in the loaded dataset | $2,130,538,244 | 2023 |
| Wtc-Cif Ii Growth (Series 5) Portfolio | 203 | not reported in the loaded dataset | $1,978,025,149 | 2023 |
| Wtc-Cif Ii Us Investment Grade Intermediate Corporate Portfolio | 206 | not reported in the loaded dataset | $1,299,092,058 | 2023 |
| Wtc-Cif Ii Securitized Opportunities Portfolio | 160 | not reported in the loaded dataset | $1,238,471,916 | 2023 |
| Wtc-Cif Ii Core Bond Plus (Series 4) Portfolio | 165 | not reported in the loaded dataset | $1,227,843,200 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Wtc-Cif Ii Core Bond Plus/High Yield Bond Portfolio | not reported in the loaded dataset | H | 20240214121105NAL0025468371001 |
| 2023 | Wtc-Cif Ii Select Small Cap Growth Portfolio | not reported in the loaded dataset | H | 20240522112905NAL0007347266001 |
| 2023 | Wtc-Cif Ii Core Bond Plus (Series 5) Portfolio | not reported in the loaded dataset | H | 20241008110519NAL0017438097001 |
| 2023 | Wtc-Cif Ii Citigroup Emerging Markets Debt Portfolio | not reported in the loaded dataset | H | 20241008130848NAL0028654416001 |
| 2023 | Wtc-Cif Ii Select China Portfolio | not reported in the loaded dataset | H | 20241011082255NAL0043055778001 |
| 2023 | Wtc-Cif Ii Small Companies Portfolio | not reported in the loaded dataset | H | 20250121092659NAL0003374657001 |
| 2023 | Wtc-Cif Ii Core Bond Portfolio | not reported in the loaded dataset | H | 20250121101009NAL0005221440001 |
| 2023 | Wtc-Cif Ii Securitized Opportunities Portfolio | not reported in the loaded dataset | H | 20250121114530NAL0003411313001 |