How many benefit plans does Wellington Trust Company, Na report on Form 5500?

Wellington Trust Company, Na (EIN 85-3051094) reports 1 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Wellington Trust Company, Na?

The Employer Identification Number (EIN) reported for Wellington Trust Company, Na is 85-3051094.

What is the latest Form 5500 filing year for Wellington Trust Company, Na?

The latest loaded Form 5500 filing year for Wellington Trust Company, Na is 2023.

Wellington Trust Company, Na — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Wellington Trust Company, Na (EIN 85-3051094) is a plan sponsor located in Boston, MA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN: 85-3051094
Location: Boston, MA
Loaded plans: 1
Latest filing year: 2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Wellington Trust Company, Na

1 loaded plans hold $3B in reported assets.
The largest, Wtc-Ctf Global Credit Absolute Return Portfolio, holds 100% of this company's reported plan assets.
1 of 1 plans report full financial statements.

Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$578.5MSummed across loaded plans$578,520,839

Total reported assets$3B$3,040,290,374

Total reported participantsNot reported

Total reported liabilities$2.5B$2,461,769,535

Reported net position

Reported assets = net assets + liabilities (summed)$3B total assets

Net assets$578.5MLiabilities$2.5B

Contributions & income

Total income / additions$170.3M

Expenses & distributions

Benefits paid / distributions$0

Total expenses$135M

Net increase / (decrease)$35.3M

Data coverage

Plans with financial statements1 / 1 (100%)

Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Wtc-Ctf Global Credit Absolute Return Portfolio

Loaded plans1

Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

1
Wtc-Ctf Global Credit Absolute Return Portfolio$3B
Plan #001 · not reported in the loaded dataset participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Wellington Trust Company, Na. Open one for its full reported snapshot.

2023
Wtc-Ctf Global Credit Absolute Return PortfolioParticipants not reported · 4Sch H
View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Wellington Trust Company, Na report on Form 5500?: Wellington Trust Company, Na (EIN 85-3051094) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Wellington Trust Company, Na?: The Employer Identification Number (EIN) reported for Wellington Trust Company, Na is 85-3051094.
What is the latest Form 5500 filing year for Wellington Trust Company, Na?: The latest loaded Form 5500 filing year for Wellington Trust Company, Na is 2023.