Search public Form 5500 filings

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Companies

companyWellington Trust Company, Na
EIN: 04-6913417Location: MAPlans: 98Latest: 2023

Plans

planWtc-Cif Ii Global Research Equity - Extended PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 185Participants: not reported in the loaded datasetAssets: $6,025,027,958Location: Boston, MALatest: 2023
planWtc-Cif Ii Growth PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 028Participants: not reported in the loaded datasetAssets: $5,780,943,233Location: Boston, MALatest: 2023
planWtc-Cif Ii Core Bond Plus/Mortgage-Backed Securities PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 015Participants: not reported in the loaded datasetAssets: $3,732,218,797Location: Boston, MALatest: 2023
planWtc-Cif Ii Core Bond Plus PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 004Participants: not reported in the loaded datasetAssets: $3,497,936,008Location: Boston, MALatest: 2023
planWtc-Cif Ii Smid Cap Research Equity PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 128Participants: not reported in the loaded datasetAssets: $2,645,013,756Location: Boston, MALatest: 2023
planWtc-Cif Ii Us Investment Grade Corporate Long Bond PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 120Participants: not reported in the loaded datasetAssets: $2,590,145,129Location: Boston, MALatest: 2023
planWtc-Cif Ii Core Bond PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 026Participants: not reported in the loaded datasetAssets: $2,238,291,516Location: Boston, MALatest: 2023
planWtc-Cif Ii Growth (Series 4) PortfolioFinancial statement2023 filing
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 183Participants: not reported in the loaded datasetAssets: $2,130,538,244Location: Boston, MALatest: 2023

Service providers

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

Filings

filing2023 Form 5500 — Wtc-Cif Ii Core Bond Plus Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 004Ack ID: 20250121140916NAL0007004002001
filing2023 Form 5500 — Wtc-Cif Ii Small Cap Opportunities Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 012Ack ID: 20250520131200NAL0001940995001
filing2023 Form 5500 — Wtc-Cif Ii Core Bond Plus/High Yield Bond Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 014Ack ID: 20240214121105NAL0025468371001
filing2023 Form 5500 — Wtc-Cif Ii Core Bond Plus/Mortgage-Backed Securities Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 015Ack ID: 20250121115628NAL0005193280001
filing2023 Form 5500 — Wtc-Cif Ii Mid Cap Opportunities Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 017Ack ID: 20250520131428NAL0002041360001
filing2023 Form 5500 — Wtc-Cif Ii Mid Cap Opportunities (Series 2) Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 018Ack ID: 20250520131849NAL0001946531001
filing2023 Form 5500 — Wtc-Cif Ii Large Cap Research Equity Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 022Ack ID: 20250520132135NAL0002050176001
filing2023 Form 5500 — Wtc-Cif Ii Core Bond (Series 1) Portfolio
Sponsor: Wellington Trust Company, NaEIN: 04-6913417Plan: 003Ack ID: 20250121115918NAL0003046929001

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