Wellington Management — 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 is reported as a service provider on 31 loaded Form 5500 filing(s) across 27 plan sponsor(s) and 31 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $19,292,787 and reported indirect compensation totals $18,703.
Reported compensation summary
- Reported direct compensation
- $19,292,787
- Reported indirect compensation
- $18,703
- Total reported compensation
- $19,311,490
- Filings
- 31
- Plan sponsors
- 27
- Plans
- 31
- 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 |
|---|---|---|---|
| Shell Usa, Inc. | TX | 1 | $2,993,861 |
| Genentech, Inc. | CA | 1 | $2,345,872 |
| Cvs Health Corporation | RI | 1 | $2,115,291 |
| Chevron Corporation | CA | 1 | $1,491,824 |
| The Boeing Co. And Consolidated Subsidiaries | WA | 1 | $1,411,302 |
| International Business Machines Corporation | NY | 1 | $1,237,264 |
| B/O/T United Association National Pension Fund | VA | 1 | $979,863 |
| Mgic Investment Corporation | WI | 1 | $966,985 |
| Citigroup Inc. | CT | 1 | $908,928 |
| University Hospitals Health System | OH | 1 | $868,891 |
State footprint
Plans reporting Wellington Management are sponsored in CA (3), MN (3), NJ (3), TN (3), MA (2), TX (2), VA (2), OH (2), IL (2), WI (1), CT (1), FL (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Shell Usa, Inc. | Shell Pension Plan | 2023 | $2,993,861 | $0 |
| Genentech, Inc. | Roche U.S. Retirement Plans Master Trust | 2023 | $2,345,872 | $0 |
| Cvs Health Corporation | Cvs Health Future Fund 401(K) Plan | 2023 | $2,115,291 | not reported in the loaded dataset |
| Chevron Corporation | Chevron Master Pension Trust | 2023 | $1,473,121 | $18,703 |
| The Boeing Co. And Consolidated Subsidiaries | The Boeing Company Employee Savings Plans Master Trust Investment Account | 2023 | $1,411,302 | $0 |
| International Business Machines Corporation | Ibm Personal Pension Plan | 2023 | $1,237,264 | $0 |
| B/O/T United Association National Pension Fund | United Association National Pension Fund | 2023 | $979,863 | $0 |
| Mgic Investment Corporation | Mgic Pension Plan | 2023 | $966,985 | not reported in the loaded dataset |
| Citigroup Inc. | The Citigroup Pension Plan | 2023 | $908,928 | $0 |
| University Hospitals Health System | University Hospitals Health System, Inc. Retirement Plan | 2023 | $868,891 | not reported in the loaded dataset |
| Michelin North America, Inc | Michelin Retirement Plan | 2023 | $577,627 | not reported in the loaded dataset |
| Navy Federal Credit Union | Navy Federal Credit Union Employees' Retirement Plan | 2023 | $546,638 | $0 |
| Cambia Health Solutions, Inc. | Cambia Health Solutions Retirement Plan | 2023 | $400,465 | $0 |
| The Prudential Insurance Company Of America | The Prudential Merged Retirement Plan | 2023 | $382,499 | not reported in the loaded dataset |
| International Paper Company | International Paper Co Ret Acct - Small Co Pool | 2023 | $275,811 | $0 |
| Pacific Gas And Electric Company | The Pacific Gas And Electric Company Health Care Plan For Retirees And Surviving Dependents | 2023 | $228,203 | $0 |
| Physicians Organization At Ch, Inc. | Physicians Organization At Childrens Hospital Retirement Plan Group Trust | 2023 | $213,488 | not reported in the loaded dataset |
| Siemens Energy, Inc. | Siemens Energy, Inc. Pension Plan | 2023 | $207,363 | not reported in the loaded dataset |
| International Paper Company | International Paper Co Ret Acct - Non Us Developed Equity | 2023 | $177,356 | $0 |
| Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund | Laborers District Council & Contractors Pension Fund Of Ohio | 2023 | $175,805 | not reported in the loaded dataset |
| Kpmg Llp | Kpmg Pension Plan | 2023 | $175,701 | $0 |
| Cargill, Incorporated | Cargill, Inc. And Associated Companies Salaried Employees Pension Plan | 2023 | $153,693 | not reported in the loaded dataset |
| International Paper Company | International Paper Co Ret Acct - High Yield Pool | 2023 | $115,329 | $0 |
| Citgo Petroleum Corporation | Citgo Petroleum Corporation Defined Benefit Master Trust | 2023 | $90,737 | not reported in the loaded dataset |
| Ricoh Usa, Inc. | Ricoh Family Group Pension Equity Plan | 2023 | $83,699 | not reported in the loaded dataset |
| Deere & Company | John Deere Pension Trust (Master Trust) | 2023 | $67,292 | not reported in the loaded dataset |
| Cargill, Incorporated | Cargill, Inc. And Associated Companies Pension Plan For Union Represented Hourly Wage Employees | 2023 | $42,945 | not reported in the loaded dataset |
| Suez Water Resources Inc. | Suez Water Resources Inc. Pension Plans Master Trust | 2023 | $40,160 | not reported in the loaded dataset |
| United Airlines, Inc. | United Airlines Pilot Long-Term Disability Plan | 2023 | $27,727 | not reported in the loaded dataset |
| Cargill, Incorporated | Cargill, Inc And Assoc. Co'S Pension Plan For Production Employees | 2023 | $8,871 | not reported in the loaded dataset |
| Sappi North America, Inc. | S.D. Warren Company Employees Retirement Plan Trust | 2023 | $0 | $0 |
Related Form 5500 pages
- Shell Pension Plan (plan 001)
- Shell Usa, Inc. — all reported plans
- Roche U.S. Retirement Plans Master Trust (plan 002)
- Genentech, Inc. — all reported plans
- Cvs Health Future Fund 401(K) Plan (plan 017)
- Cvs Health Corporation — all reported plans
- Chevron Master Pension Trust (plan 101)
- Chevron Corporation — all reported plans
- The Boeing Company Employee Savings Plans Master Trust Investment Account (plan 092)
- The Boeing Co. And Consolidated Subsidiaries — all reported plans
- Ibm Personal Pension Plan (plan 001)
- International Business Machines Corporation — all reported plans
- United Association National Pension Fund (plan 001)
- B/O/T United Association National Pension Fund — all reported plans
- Mgic Pension Plan (plan 001)
- Mgic Investment Corporation — all reported plans
- The Citigroup Pension Plan (plan 020)
- Citigroup Inc. — all reported plans
- University Hospitals Health System, Inc. Retirement Plan (plan 333)
- University Hospitals Health System — all reported plans
- Michelin Retirement Plan (plan 010)
- Michelin North America, Inc — all reported plans
- Navy Federal Credit Union Employees' Retirement Plan (plan 001)
- Navy Federal Credit Union — all reported plans
- Cambia Health Solutions Retirement Plan (plan 001)
- Cambia Health Solutions, Inc. — all reported plans
- The Prudential Merged Retirement Plan (plan 003)
- The Prudential Insurance Company Of America — all reported plans
- International Paper Co Ret Acct - Small Co Pool (plan 223)
- International Paper Company — all reported plans
- The Pacific Gas And Electric Company Health Care Plan For Retirees And Surviving Dependents (plan 535)
- Pacific Gas And Electric Company — all reported plans
- Physicians Organization At Childrens Hospital Retirement Plan Group Trust (plan 001)
- Physicians Organization At Ch, Inc. — all reported plans
- Siemens Energy, Inc. Pension Plan (plan 022)
- Siemens Energy, Inc. — all reported plans
- International Paper Co Ret Acct - Non Us Developed Equity (plan 227)
- Laborers District Council & Contractors Pension Fund Of Ohio (plan 001)
- Bd Of Trustees, Laborers Dist Council & Constrs Pension Fund — all reported plans
- Kpmg Pension Plan (plan 016)
- Kpmg Llp — all reported plans
- Cargill, Inc. And Associated Companies Salaried Employees Pension Plan (plan 001)
- Cargill, Incorporated — all reported plans
- International Paper Co Ret Acct - High Yield Pool (plan 228)
- Citgo Petroleum Corporation Defined Benefit Master Trust (plan 007)
- Citgo Petroleum Corporation — all reported plans
- Ricoh Family Group Pension Equity Plan (plan 002)
- Ricoh Usa, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources