PlanOptica
Retirement plan

WELLINGTON RETIREMENT AND PENSION PLAN

WELLINGTON MANAGEMENT COMPANY LLPEIN 30-0835489Plan #003PY 2020
Sign in to saveView 5500 PDF
280 CONGRESS STREET - BOSTON, MA 02210617-951-5000wellingtonmanagementcompanyllp.comLinkedIn51-200 employees
Other plans on this EIN
1 filing
#007Retirement-$211.6M assets
Prospect flagsHigh assets / participant

Filing contacts

From the Form 5500, federal record
Plan sponsor signer
(name not on filing)
(617) 951-5000
How to read this page

Summary metrics

Total assets (EOY)
$2689.8M
-4.9% from 2016
Total participants
3,739
-2.0% from 2016
Average account balance
$723,250
-2.9% from 2016
Annual return
14.81%
-3.33 pp from 2016

Benchmarks

See 526 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined contribution
Participants1,000-4,999
Cohort526 peers
Snapshot2020
Participant deferral / active EE
$13,488
median $6,340
Employer contribution / active EE
$23,029
median $3,126
Participation rate
99.0%
median 96.4%
Avg account balance
$723,250
median $89,531
Admin fee / account holder
$43
median $73
Annual return
14.81%
median 16.73%
Overall peer rank
76th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$3.16B
Average account balance
Total assets / participants with a balance (line 6g)
$793K
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
3,984
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
98.8%
Contributions (total)
Employer and participant dollars contributed each year
$87.19M
Contributions per participant
Average employer and participant contribution per enrolled participant
$42K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+12.45%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$40
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Top 2 by compensation
ProviderService typeCompensation
ALIGHT SOLUTIONS LLC4 years
Service code 15 · EIN 82-1061233
Recordkeeping
$166,010
STATE STREET BANK & TRUST COMPANY6+ years
Service code 19 · EIN 04-1867445
Securities Custodian
$137,649

Top hat statement on fileNQDC

Filed May 1, 2015

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

Plan features & details

Pension benefit codes2E2F2G2J2S2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped
  • InformationalHigh assets / participant

    Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II
Admin total
$160K
$77 / participant
  • Contract admin$160K100.0%
% of EOY assets
0.006%
all-in expense ratio
Categories reported
1 / 9
subdivided buckets used

Audit opinion

Schedule H Part III
Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm
PRICEWATERHOUSECOOPERS LLP
Auditor EIN
134008324
Audit fees
(not subdivided)
Opinion code
Unqualified