Wellington Management Company, Llp — 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, Llp is reported as a service provider on 61 loaded Form 5500 filing(s) across 57 plan sponsor(s) and 61 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $63,948,609 and reported indirect compensation totals $119,998.

Reported compensation summary

Reported direct compensation
$63,948,609
Reported indirect compensation
$119,998
Total reported compensation
$64,068,607
Filings
61
Plan sponsors
57
Plans
61
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

Plan sponsors reporting the most compensation to Wellington Management Company, Llp
SponsorStatePlansReported compensation
Rtx CorporationCT1$9,033,751
Jpmorgan Chase Bank, National AssociationNJ2$8,557,719
The Committee Of The Uaw Retiree Medical Benefits TrustMI3$5,020,638
Western Conference Of Teamsters Pension Trust Fund Board Of TrusteesWA1$4,117,724
Nokia Of America CorporationNJ1$3,122,081
The Goldman Sachs Group, Inc.NY1$3,078,007
Merck & Co., Inc.NJ1$2,961,663
Textron Inc.RI1$2,570,026
Entergy CorporationLA1$2,066,521
Nokia Of America CorporationNJ1$1,928,320

State footprint

Plans reporting Wellington Management Company, Llp are sponsored in NY (9), NJ (8), TX (6), MI (5), MA (4), IL (3), VA (3), MD (3), WA (2), CA (2), MO (2), PA (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Rtx CorporationRtx Master Retirement Trust2023$8,997,057$36,694
Jpmorgan Chase Bank, National AssociationJpmorgan Chase 401(K) Savings Plan2023$4,908,717$0
Western Conference Of Teamsters Pension Trust Fund Board Of TrusteesWestern Conference Of Teamsters Pension Plan2023$4,048,085$69,639
Jpmorgan Chase Bank, National AssociationJpmorgan Chase Retirement Plan2023$3,649,002$0
Nokia Of America CorporationNokia Savings/401(K) Plan2023$3,122,081$0
The Goldman Sachs Group, Inc.The Goldman Sachs 401(K) Plan2023$3,078,007$0
Merck & Co., Inc.Merck & Co., Inc. Master Retirement Trust2023$2,961,663$0
Textron Inc.Textron Inc. Master Trust2023$2,570,026$0
The Committee Of The Uaw Retiree Medical Benefits TrustUaw Gm Retirees Medical Benefits Plan2023$2,490,895not reported in the loaded dataset
Entergy CorporationEntergy Corp Retirement Plans Master Trust2023$2,066,521$0
Nokia Of America CorporationLucent Technologies Inc. Master Pension Trust2023$1,928,320$0
Verizon Communications Inc.Verizon Master Savings Trust2023$1,750,195$0
The Committee Of The Uaw Retiree Medical Benefits TrustUaw Ford Retirees Medical Benefits Plan2023$1,527,008not reported in the loaded dataset
3m Company3m Employee Retirement Income Plan2023$1,451,533not reported in the loaded dataset
Factory Mutual Insurance CompanyFactory Mutual Insurance Company Pension Plan2023$1,169,353not reported in the loaded dataset
Mass General Brigham IncorporatedMgb Erisa Master Trust2023$1,107,604$0
Comerica IncorporatedComerica Incorporated Retirement Income Account Plan2023$1,042,845$0
Huntington Ingalls Industries, Inc.New Ships, Inc. Pension Master Trust2023$1,032,902not reported in the loaded dataset
The Committee Of The Uaw Retiree Medical Benefits TrustUaw Chrysler Retirees Medical Benefits Plan2023$1,002,735not reported in the loaded dataset
Board Of Trustees Of Nba Players' Pension PlanNational Basketball Association Players' Pension Plan2023$1,001,583$0
Dominion Energy, Inc.Dominion Energy, Inc. Defined Benefit Master Trust2023$997,515not reported in the loaded dataset
American Express Company And Its Participating SubsidiariesAmerican Express Retirement Savings Plan2023$972,791not reported in the loaded dataset
Bayer CorporationBayer Corporation Master Trust2023$891,186not reported in the loaded dataset
Savings Board Of The Nfl Player Second Career Savings PlanNfl Player Second Career Savings Plan Master Trust2023$788,799$11,559
Toyota Motor North America, Inc.Toyota Motor Sales, U.S.A., Inc. Pension Plan2023$794,298not reported in the loaded dataset
Kraft Heinz Foods CompanyKraft Heinz Company Master Retirement Trust2023$779,019not reported in the loaded dataset
Board Of Trustees,Construction Laborers Pension Trust For Southern CaConstruction Laborers Pension Trust Fund For Southern California2023$651,537$0
Lockheed Martin CorporationLockheed Martin Corporation Master Retirement Trust2023$614,358$0
At&T Inc.At&T Savings Group Investment Trust2023$558,000$0
Pinnacle West Capital CorporationPinnacle West Capital Corporation Retirement Plan2023$549,045$0
National Rural Electric Cooperative AssociationRetirement Security Plan2023$454,619$0
Board Of Trustees Gciu-Employer Retirement Benefit PlanGciu - Employer Retirement Benefit Plan2023$431,196$0
Hess CorporationHess Corporation Employees' Pension Plan2023$414,268not reported in the loaded dataset
President & Fellows Of Harvard College Harvard Human Resources, BenefiHarvard University Retirement Plan2023$401,575not reported in the loaded dataset
Kamehameha SchoolsKamehameha Schools Retirement Plan2023$396,009$0
At&T Inc.Sbc Master Pension Trust2023$380,000$0
Pfizer IncMaster Trust Between Pfizer Inc And The Northern Trust Company2023$363,752not reported in the loaded dataset
Gannett Media Corp.Gannett Retirement Plan2023$353,965$0
Board Of Trustees Of Massachusetts Laborers' Pension FundMassachusetts Laborers' Pension Fund2023$317,732$0
Baker Hughes Holdings LLCBaker Hughes U.S. Equity Fund2023$309,630not reported in the loaded dataset
The National Education AssociationEmployees' Retirement Plan Of The National Education Association2023$275,651not reported in the loaded dataset
American Electric Power Service CorporationAmerican Electric Power System Comprehensive Medical Plan2023$273,336$0
Board Of Trustees Of California Teachers Assoc Employees RetirementCalifornia Teachers Association Employees Retirement Benefits Plan2023$195,152$0
Ellis MedicineEmployees' Retirement Plan Of Ellis Hospital2023$183,718not reported in the loaded dataset
United Jewish Appeal-Federation Of Jewish Philanthropies Of NyRetirement Plan For Employees Of United Jewish2023$130,718$2,106
Consumers Energy CompanyPension Plan B For Employees Of Consumers Energy Company2023$98,761not reported in the loaded dataset
National Basketball AssociationNba Pension Plan For Coaches, Assistant Coaches And Trainers2023$90,087$0
Board Of Trustees Of Smart Local Union No. 36 Pension FundInternational Association Of Sheet Metal, Air, Rail And Transportation Workers (Smart) Local Union No. 36 Pension Fund2023$89,808$0
The Children'S Hospital CorporationChildren'S Hospital Corporation Pension Plan2023$58,085$0
Carpenter Technology CorporationGeneral Retirement Plan For Employees Of Carpenter Technology Corporation2023$57,017not reported in the loaded dataset

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