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Retirement plan

WELLINGTON MANAGEMENT COMPANY LLP DEFINED BENEFIT PLAN

WELLINGTON MANAGEMENT COMPANY LLPEIN 30-0835489Plan #007PY 2021
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280 CONGRESS STREET - BOSTON, MA 02210617-951-5000wellingtonmanagementcompanyllp.comLinkedIn51-200 employees
Other plans on this EIN
1 filing
#003Retirement-$2.94B assets
Prospect flagsNo flags tripped

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)
$233.3M
-15.7% from 2016
Total participants
159
-5.3% from 2016
Average account balance
$0
No prior year
Annual return
17.08%
-9.51 pp from 2016

Benchmarks

See 187 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants100-249
Cohort187 peers
Snapshot2021
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$15,828
median $12,374
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $215,870
Admin fee / account holder
$0
median $354
Annual return
17.08%
median 11.16%
Overall peer rank
58th percentileavg across 6 metrics

Analytics

2015 - 2024
Total assets (EOY)
Plan-year ending balance
$189.91M
Average account balance
Total assets / participants with a balance (line 6g)
$1.3M
Participants with account balance
Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.
17
Eligible Participants and Participation
Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.
0.0%
Contributions (total)
Employer and participant dollars contributed each year
$23.20M
Contributions per participant
Average employer and participant contribution per enrolled participant
$145K
Asset flow
BOY + contributions + return - distributions = EOY
Year
Annual return
Diverging bars; negative years highlighted
+5.49%
Admin fee / account holder
Total admin expenses / participants with a balance (line 6g)
$0
Asset composition
Cash / stocks / bonds / mutual funds / real estate / loans over time
  • Mutual / pooled
  • Stocks
  • Bonds
  • Cash
  • Real estate
  • Loans

Service providers

Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment
SB

HAL KNOX FSA, EA

AON CONSULTING, INC.
Enrollment #2006207
MERRITT, 7 CORPORATE PARK
BUILDING 201
NORWALK, CT 06851
(203) 523-8907
Signed 2022-10-10

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 codes1B3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 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

0 tripped
No flags tripped for this filing year. This plan looks clean.

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