Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Plans

  • planWellington Retirement And Pension PlanFinancial statementProvider compensation2023 filing
    $2.9Breported assets (EOY)
    Sponsor: Wellington Management Company LlpEIN: 30-0835489Plan: 003Participants: 4,365Assets: $2,885,441,916Net assets: $2.9BAssets / participant: $661KLocation: Boston, MALatest: 2023
    View financial statement