Wtc-Cif Small Cap 2000 Portfolio — Form 5500 plan (Wellington Trust Company, Na)
Plain-English plan 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, Wtc-Cif Small Cap 2000 Portfolio is a benefit plan reported by Wellington Trust Company, Na under EIN 04-2767481 and plan number 057. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $926,222,551 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$924.4MPlan net assets, end of year$924,422,577
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
- Plan sponsor
- Wellington Trust Company, Na
- EIN
- 04-2767481
- Plan number
- 057
- Plan type
- 4
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H | 20250520093727NAL0001249411001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$926.2M total assets
Net assets$924.4MLiabilities$1.8M
Full reported line items
Net assets
- Total assets (EOY)
- $926,222,551
- Total liabilities (EOY)
- $1,799,974
- Net assets (EOY)
- $924,422,577
- Net assets (BOY)
- $753,192,628
Income & contributions
- Total contributions
- $0
- Total income / additions
- $197,455,443
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $114,225
- Total expenses
- $114,225
- Net increase / (decrease)
- $197,341,218
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.