Search public Form 5500 filings

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Companies

companyWellington Trust Company, Na
26loaded plans
EIN: 04-2767481Location: MAPlans: 26Latest: 2023
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Plans

planWtc-Cif Small Cap 2000 PortfolioFinancial statement2023 filing
$926.2Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 057Participants: not reported in the loaded datasetAssets: $926,222,551Location: Boston, MALatest: 2023
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planWtc-Cif International Contrarian Value PortfolioFinancial statement2023 filing
$786Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 115Participants: not reported in the loaded datasetAssets: $785,996,754Location: Boston, MALatest: 2023
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planWtc-Cif International Research Equity PortfolioFinancial statement2023 filing
$638Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 036Participants: not reported in the loaded datasetAssets: $637,977,825Location: Boston, MALatest: 2023
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planWtc-Cif Emerging Markets PortfolioFinancial statement2023 filing
$547Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 017Participants: not reported in the loaded datasetAssets: $547,010,652Location: Boston, MALatest: 2023
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planWtc-Cif Opportunistic Investment Allocation PortfolioFinancial statement2023 filing
$542.1Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 076Participants: not reported in the loaded datasetAssets: $542,128,532Location: Boston, MALatest: 2023
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planWtc-Cif Opportunistic Equity PortfolioFinancial statement2023 filing
$489.1Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 077Participants: not reported in the loaded datasetAssets: $489,116,744Location: Boston, MALatest: 2023
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planWtc-Cif Enduring Assets PortfolioFinancial statement2023 filing
$463.7Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 130Participants: not reported in the loaded datasetAssets: $463,672,246Location: Boston, MALatest: 2023
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planWtc-Cif Defined Benefit - Asset Allocation Solution Ii PortfolioFinancial statement2023 filing
$385Mreported assets (EOY)
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 135Participants: not reported in the loaded datasetAssets: $384,989,049Location: Boston, MALatest: 2023
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Service providers

providerFidelity Investments InstitutionalCompensation reported
$1.8Breported compensation
Plans served: 10,547Reported compensation: $1,780,422,051Latest: 2023
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providerPrincipal Life Insurance CompanyCompensation reported
$675.5Mreported compensation
Plans served: 6,446Reported compensation: $675,469,018Latest: 2023
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providerEmpower Advisory Group, LLCCompensation reported
$125.3Mreported compensation
Plans served: 4,460Reported compensation: $125,288,992Latest: 2023
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providerEmpower Annuity Insurance Company OCompensation reported
$228.7Mreported compensation
Plans served: 4,130Reported compensation: $228,686,184Latest: 2023
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providerAdp, Inc.Compensation reported
$97.6Mreported compensation
Plans served: 3,928Reported compensation: $97,629,321Latest: 2023
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providerStrategic Advisors, Inc.Compensation reported
$247.8Mreported compensation
Plans served: 3,218Reported compensation: $247,833,721Latest: 2023
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providerEmpower Annuity Insurance CompanyCompensation reported
$186.9Mreported compensation
Plans served: 2,872Reported compensation: $186,896,527Latest: 2023
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providerThe Vanguard Group, Inc.Compensation reported
$187Mreported compensation
Plans served: 2,549Reported compensation: $186,958,094Latest: 2023
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Filings

filing2023 Form 5500 — Wtc-Cif Emerging Companies Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 015Ack ID: 20250527092126NAL0003899507001
filing2023 Form 5500 — Wtc-Cif Emerging Markets Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 017Ack ID: 20250520092951NAL0001111041001
filing2023 Form 5500 — Wtc-Cif Research Energy Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 019Ack ID: 20250520090015NAL0001084113001
filing2023 Form 5500 — Wtc-Cif Global Health Care Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 027Ack ID: 20250520090731NAL0004494722001
filing2023 Form 5500 — Wtc-Cif Global Research Equity Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 028Ack ID: 20250520093254NAL0001833731001
filing2023 Form 5500 — Wtc-Cif International Research Equity Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 036Ack ID: 20250520092551NAL0004531938001
filing2023 Form 5500 — Wtc-Cif Research Value Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 040Ack ID: 20250520095452NAL0004585602001
filing2023 Form 5500 — Wtc-Cif Biotechnology Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-2767481Plan: 010Ack ID: 20250527092401NAL0003899971001

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