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Retirement plan

WELLINGTON MANAGEMENT COMPANY LLP DEFINED BENEFIT PLAN

WELLINGTON MANAGEMENT COMPANY LLPEIN 30-0835489Plan #007PY 2023
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280 CONGRESS STREET - BOSTON, MA 02210617-951-5000wellingtonmanagementcompanyllp.comLinkedIn51-200 employees
Other plans on this EIN
1 filing
#003Retirement-$2.89B assets
Prospect flagsWind-down / frozen

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)
$207.9M
-15.7% from 2016
Total participants
160
-5.3% from 2016
Average account balance
$0
No prior year
Annual return
11.97%
-9.51 pp from 2016

Benchmarks

See 164 peers
Peer group
Industry52 - Finance and Insurance
Plan typeDefined benefit
Participants100-249
Cohort164 peers
Snapshot2023
Participant deferral / active EE
$0
median $0
Employer contribution / active EE
$0
median $11,011
Participation rate
0.0%
median 0.0%
Avg account balance
$0
median $185,041
Admin fee / account holder
$0
median $28,548
Annual return
11.97%
median 10.81%
Overall peer rank
64th 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

CHRIS O'NEIL, FSA, EA

AON CONSULTING, INC.
Enrollment #2307866
700 DISTRICT AVENUE
10TH FLOOR
BURLINGTON, MA 01803
(781) 302-0221
Signed 2024-10-03

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 codes1B1C1I3H
Plan features
  • 1B
    Benefits are primarily flat dollar
    Benefits are primarily a flat dollar amount (including a dollar amount per year of service).
  • 1C
    Cash balance or similar plan
    A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
  • 1I
    Frozen plan
    As of the last day of the plan year the plan provides that no participant will get any new benefit accrual whether because of service or compensation.
  • 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
  • InformationalWind-down / frozen

    Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.

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