Wellington Management Company — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wellington Management Company is reported as a service provider on 23 loaded Form 5500 filing(s) across 22 plan sponsor(s) and 22 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $11,205,717 and reported indirect compensation totals $70,669.
Reported compensation summary
- Reported direct compensation
- $11,205,717
- Reported indirect compensation
- $70,669
- Total reported compensation
- $11,276,386
- Filings
- 23
- Plan sponsors
- 22
- Plans
- 22
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Pacific Gas And Electric Company | CA | 1 | $3,233,981 |
| United Parcel Service Of America, Inc. | GA | 1 | $2,154,905 |
| Verizon Communications Inc. | NJ | 1 | $1,062,953 |
| Global Trust Company | MA | 1 | $901,922 |
| Marathon Oil Company | TX | 1 | $631,727 |
| The Hearst Corporation | NC | 1 | $572,512 |
| Siemens Corporation | NJ | 1 | $515,443 |
| Charter Communications, Inc. | NC | 1 | $408,753 |
| Board Of Trustees, Northwest Carpenters Health And | WA | 1 | $352,453 |
| Ernst & Young U.S. Llp | NJ | 1 | $319,759 |
State footprint
Plans reporting Wellington Management Company are sponsored in CA (3), NJ (3), NC (2), WI (2), NY (2), PA (2), TN (1), TX (1), WA (1), IN (1), GA (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| United Parcel Service Of America, Inc. | Ups Group Trust | 2023 | $2,154,905 | not reported in the loaded dataset |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $1,664,010 | $0 |
| Pacific Gas And Electric Company | Pacific Gas And Electric Company Retirement Plan | 2023 | $1,569,971 | $0 |
| Verizon Communications Inc. | Bell Atlantic Master Trust | 2023 | $1,062,953 | $0 |
| Global Trust Company | Cahaba Partners Public Inflation Hedges Fund | 2023 | $901,922 | not reported in the loaded dataset |
| Marathon Oil Company | Retirement Plan Of Marathon Oil Company | 2023 | $631,727 | $0 |
| The Hearst Corporation | The Hearst Corporation Master Trust For Pension And Profit Sharing Plans | 2023 | $572,512 | $0 |
| Siemens Corporation | Siemens Pension Plan | 2023 | $515,443 | not reported in the loaded dataset |
| Charter Communications, Inc. | Time Warner Cable Pension Plan | 2023 | $408,753 | not reported in the loaded dataset |
| Board Of Trustees, Northwest Carpenters Health And | Northwest Carpenters Health And Security Plan | 2023 | $352,453 | $0 |
| Ernst & Young U.S. Llp | Ernst & Young Inactive Defined Benefit Retirement Plan | 2023 | $319,759 | not reported in the loaded dataset |
| Board Of Trustees Screen Actors Guild - Producers | Screen Actors Guild - Producers Pension Plan | 2023 | $301,774 | $0 |
| Siemens Medical Solutions Usa, Inc. | Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans | 2023 | $204,223 | not reported in the loaded dataset |
| Supervalu Inc. | Supervalu Master Investment Trust | 2023 | $176,615 | $0 |
| Highmark Health | Highmark Retirement Plan | 2023 | $106,827 | not reported in the loaded dataset |
| Southern California Pipe Trades Retirement Fund | Southern California Pipe Trades Retirement Fund | 2023 | $91,024 | $0 |
| Proskauer Rose Llp | Employees' Retirement Plan Of Proskauer Rose Llp | 2023 | $69,607 | not reported in the loaded dataset |
| Cmfg Life Insurance Company | Cmfg Life Insurance Company Non-Represented Plan Qualified Trust | 2023 | $0 | $59,851 |
| International Paper Company | International Paper Co Ret Acct - Emerging Markets Fixed Income | 2023 | $41,702 | $0 |
| Board Of Trustees Of Kansas City Cement Masons Pension Fund | Kansas City Cement Masons Pension Fund | 2023 | $29,917 | not reported in the loaded dataset |
| Ywca Retirement Fund, Inc. | Ywca Retirement Fund, Inc. | 2023 | $18,234 | $0 |
| University Of Notre Dame Du Lac | University Of Notre Dame Employees' Pension Plan | 2023 | $11,386 | not reported in the loaded dataset |
| Cmfg Life Insurance Company | Cmfg Life Insurance Company Represented Plan Qualified Trust | 2023 | $0 | $10,818 |
Related Form 5500 pages
- Ups Group Trust (plan 001)
- United Parcel Service Of America, Inc. — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Pacific Gas And Electric Company — all reported plans
- Pacific Gas And Electric Company Retirement Plan (plan 001)
- Bell Atlantic Master Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Cahaba Partners Public Inflation Hedges Fund (plan 001)
- Global Trust Company — all reported plans
- Retirement Plan Of Marathon Oil Company (plan 001)
- Marathon Oil Company — all reported plans
- The Hearst Corporation Master Trust For Pension And Profit Sharing Plans (plan 001)
- The Hearst Corporation — all reported plans
- Siemens Pension Plan (plan 001)
- Siemens Corporation — all reported plans
- Time Warner Cable Pension Plan (plan 001)
- Charter Communications, Inc. — all reported plans
- Northwest Carpenters Health And Security Plan (plan 501)
- Board Of Trustees, Northwest Carpenters Health And — all reported plans
- Ernst & Young Inactive Defined Benefit Retirement Plan (plan 114)
- Ernst & Young U.S. Llp — all reported plans
- Screen Actors Guild - Producers Pension Plan (plan 001)
- Board Of Trustees Screen Actors Guild - Producers — all reported plans
- Master Trust For Siemens Medical Solutions Usa, Inc. Pension Plans (plan 001)
- Siemens Medical Solutions Usa, Inc. — all reported plans
- Supervalu Master Investment Trust (plan 105)
- Supervalu Inc. — all reported plans
- Highmark Retirement Plan (plan 333)
- Highmark Health — all reported plans
- Southern California Pipe Trades Retirement Fund (plan 001)
- Southern California Pipe Trades Retirement Fund — all reported plans
- Employees' Retirement Plan Of Proskauer Rose Llp (plan 001)
- Proskauer Rose Llp — all reported plans
- Cmfg Life Insurance Company Non-Represented Plan Qualified Trust (plan 010)
- Cmfg Life Insurance Company — all reported plans
- International Paper Co Ret Acct - Emerging Markets Fixed Income (plan 229)
- International Paper Company — all reported plans
- Kansas City Cement Masons Pension Fund (plan 001)
- Board Of Trustees Of Kansas City Cement Masons Pension Fund — all reported plans
- Ywca Retirement Fund, Inc. (plan 001)
- Ywca Retirement Fund, Inc. — all reported plans
- University Of Notre Dame Employees' Pension Plan (plan 001)
- University Of Notre Dame Du Lac — all reported plans
- Cmfg Life Insurance Company Represented Plan Qualified Trust (plan 006)
- Cmfg Life Insurance Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources