Sponsor portfolioTH

WELLINGTON MANAGEMENT COMPANY LLP

EIN 30-0835489Finance and InsuranceLatest filing 2024

Plans

Retirement

$3.35B assets

Welfare

$4.0M premiums

Participants

6,590

280 CONGRESS STREET - BOSTON, MA 02210617-951-5000wellingtonmanagementcompanyllp.comLinkedIn51-200 employees

Plans on this EIN

3 filings

#003401k-$3.16B - 4,009 part #007CashBalance-$189.9M - 147 part #511Mixed-$4.0M - 3,372 lives

Retirement portfolio analytics

2 plans aggregated / $3.35B assets / 4,156 participants

Assets by plan

Share of aggregate retirement assets

94%top

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched

94%top

THE VANGUARD GROUP, INC.94%
(Not disclosed)6%

Participants by plan

Active + retired + deferred vested

Benefits portfolio analytics

1 plan / $4.0M premiums / 3,372 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$1.3M
Life$1.0M
Vision$1.0M
Health$703K
Dental$703K
Long-term disability$665K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

49%top

UNUM LIFE INSURANCE COMPANY OF AMERICA49%
CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
PRUDENTIAL INSURANCE COMPANY OF AMERICA18%
UNITEDHEALTHCARE INSURANCE COMPANY8%
ZURICH AMERICAN INSURANCE COMPANY5%
+1 more

Broker market share

Schedule A broker compensation

Split broker

72%top

WILLIS TOWERS WATSON US LLC72%
GARY TERRY11%
CHRISTOPHER KRISTIAN10%
FIRST AMERICAN INSURANCE UNDERWRITE7%

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.

Retirement#003

WELLINGTON RETIREMENT AND PENSION PLAN

401k

Assets$3.16B

Participants4,009

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Retirement#007