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Sponsor portfolioTH

WELLINGTON MANAGEMENT COMPANY LLP

EIN 30-0835489-Latest filing 2025
Plans
3
Retirement
2
$3.35B assets
Welfare
1
$3.2M premiums
Participants
6,424
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-$3.2M - 3,544 lives

Retirement portfolio analytics

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

Assets by plan

Share of aggregate retirement assets

94%top
  • RETIREMENT AND PENSION (#003)94%
  • DEFINED BENEFIT PLAN (#007)6%
Total $3.35BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
94%top
  • THE VANGUARD GROUP, INC.94%
  • (Not disclosed)6%
Total $3.35BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • RETIREMENT AND PENSION (#003)4,009
  • DEFINED BENEFIT PLAN (#007)147
Total 4,156Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 3,544 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$956K
  • Vision$896K
  • Other$781K
  • Health$610K
  • Dental$610K
  • Long-term disability$608K
Total $3.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
42%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA42%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA20%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY19%
  • EYEMED VISION CARE9%
  • ZURICH AMERICAN INSURANCE COMPANY6%
  • +1 more
Total $3.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • WILLIS TOWERS WATSON US LLC73%
  • FOUNDATION RISK PARTNERS CORP18%
  • FIRST AMERICAN INSURANCE UNDERWRITE9%
  • GARY TERRY0%
Total $265K4 slices

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

WELLINGTON MANAGEMENT COMPANY LLP DEFINED BENEFIT PLAN

CashBalance

Assets$189.9M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511

WELLINGTON MANAGEMENT COMPANY LLP WELFARE PLAN

Mixed - PRUDENTIAL FINANCIAL INC.

Premiums$3.2M
Covered lives3,544
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003WELLINGTON RETIREMENT AND PENSION PLAN401k$3.16B4,0092024
007WELLINGTON MANAGEMENT COMPANY LLP DEFINED BENEFIT PLANCashBalance$189.9M1472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
511WELLINGTON MANAGEMENT COMPANY LLP WELFARE PLANMixedPRUDENTIAL FINANCIAL INC.$3.2M3,5442025
Retirement plans
Welfare plans
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