WELLINGTON TRUST COMPANY
102 known aliases resolved via the canonical alias map
Market position · 2024
Plans served269-37 YoYRank #93 of mapped providers
Assets under administration$605.2B0.7%Market share · rank #22
Fees received$91MMedian $101,548/planSum across Schedule C direct + indirect
Net wins YoY-3328 won · 61 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical WELLINGTON TRUST COMPANY plan look like?
Service mix · median fees per plan
Count of plans where WELLINGTON TRUST COMPANY ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Soft dollars commissions; Investment management; Investment management fees paid indirectly by plan; Investment management fees paid directly by planCode 28 | 163 | $135,630 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 44 | $123,431 | |
Investment management; Custodial (securities)Code 19 | 22 | $0 | |
Investment management fees paid indirectly by planCode 52 | 14 | $4,567 | |
Recordkeeping and information management (computing, tabulating, data processing, etc.)Code 15 | 7 | $4,001 | |
Investment management fees paid indirectly by plan; Direct payment from the plan; Investment management fees paid directly by plan; Investment advisory (plan)Code 27 | 7 | $20,335 | |
Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment advisory (plan); Investment management fees paid directly by plan; Custodial (other than securities); Investment managementCode 18 | 6 | $151,393 | |
Soft dollars commissions; Direct payment from the plan; Investment management fees paid directly by planCode 50 | 4 | $42,968 |
Competitor overlap
Percent of WELLINGTON TRUST COMPANY's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under WELLINGTON TRUST COMPANY.
| Sponsor | From | Assets |
|---|---|---|
3M COMPANYMN · 410417775-333 | PGIM INVESTMENTS | $10.6B |
AMERICAN INTERNATIONAL GROUP, INC.NY · 132592361-002 | VULCAN VALUE PARTNERS | $3.1B |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-001 | INVESTEC ASSET MANAGEMENT | $1.8B |
ECOLAB INC.MN · 410231510-001 | AON CONSULTING | $1.7B |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | EAGLE CAPITAL MANAGEMENT, LLC | $1.4B |
S&P GLOBAL INC.NY · 131026995-001 | CALLAN ASSOCIATES | $1.2B |
REGIONS FINANCIAL CORPORATIONAL · 630589368-013 | THE BANK OF NEW YORK MELLON | $708M |
CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEESNV · 880135695-001 | FOUNDRY PARTNERS | $653M |
UNIVERSITY OF MIAMIFL · 590624458-001 | CAMBRIDGE INVESTMENT RESEARCH | $578M |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | HEDGESERVE | $357M |
Plans lost in 2024
Appeared last year under WELLINGTON TRUST COMPANY; not this year.
| Sponsor | To | Assets |
|---|---|---|
WESTERN CONFERENCE OF TEAMSTERS PENSION TRUST FUND BOARD OF TRUSTEESWA · 916145047-001 | PGIM INVESTMENTS | $57.4B |
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | ARISTOTLE CAPITAL MANAGEMENT | $27.8B |
CITIGROUP INC.CT · 521568099-004 | ACADIAN ASSET MANAGEMENT LLC | $20.7B |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | T ROWE PRICE RPS INC | $19.2B |
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | WILLIS TOWERS WATSON US LLC | $5.4B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | THE RETIREMENT ADVANTAGE INC | $4.2B |
WESTROCK COMPANYGA · 473335141-027 | MORGAN STANLEY SMITH BARNEY | $4.0B |
BOARD OF TRUSTEES OF MASSACHUSETTS LABORERS' PENSION FUNDMA · 046128298-001 | BRIDGEWAY BENEFIT TECHNOLOGIES | $2.3B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | JP MORGAN INVESTMENT MANAGEMENT INC | $2.2B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -CA · 956027308-002 | JP MORGAN INVESTMENT MANAGEMENT INC | $2.2B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-002 | $52.9B | 300,272 | $6M | 10y | 2 |
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $1M | 10y | - |
CVS HEALTH CORPORATIONRI · 050494040-017 | $30.1B | 385,927 | $2M | 4y | 1 |
BOARD OF TRUSTEES OF THE CPF OF THE IUOE AND PARTICIPATING EMPLOYERSDC · 366052390-001 | $27.4B | 233,478 | $869,133 | 4y | - |
PFIZER INCNY · 135315170-002 | $22.0B | 57,113 | $1M | 5y | - |
INTERNATIONAL BUSINESS MACHINES CORPORATIONNY · 130871985-001 | $17.9B | 144,666 | $1M | 10y | - |
PACIFIC GAS AND ELECTRIC COMPANYCA · 940742640-001 | $17.6B | 58,892 | $2M | 10y | - |
JPMORGAN CHASE BANK, NATIONAL ASSOCIATIONNJ · 134994650-001 | $16.1B | 202,919 | $3M | 10y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $2M | 5y | - |
THE GOLDMAN SACHS GROUP, INC.NY · 134019460-001 | $12.8B | 49,526 | $3M | 10y | - |
Flag exposure
94.1%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (102)
Raw Schedule C names collapsed into WELLINGTON TRUST COMPANY.
- RWELLINGTON TRUST COMPANY
- WELLIINGTON MANAGEMENT COMPANY
- WELLING MANAGEMENT CO LLC
- WELLINGTION MANAGEMWENT COMPANY
- WELLINGTON
- WELLINGTON ASSET MANAGEMENT
- WELLINGTON ASSET MGMT
- WELLINGTON CAPITAL MANAGEMENT
- WELLINGTON CASH PLUS
- WELLINGTON CIF DIH FUND
- WELLINGTON CIF SMALL CAP 2000
- WELLINGTON COMPANY LLP
- WELLINGTON EM LOCAL DEBT FUND
- WELLINGTON FD
- WELLINGTON FINANCIAL GROUP
- WELLINGTON FIXED INCOME
- WELLINGTON GLOBAL VALUE CIF
- WELLINGTON GROUP HOLDINGS LLP
- WELLINGTON GROUP HOLDINGS, LLP
- WELLINGTON HEDGE MGMT LLC
- WELLINGTON INC
- WELLINGTON INTER CREDIT CIF II
- WELLINGTON INVESTMENT CORPORATION
- WELLINGTON ISC
- WELLINGTON JAPAN SMALL CAP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for WELLINGTON TRUST COMPANY's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 2 | 0.74% | 7.76% | -7.02 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 15 | 5.58% | 1.71% | +3.86 pp |
| Failed to provide benefit | 1 | 0.37% | 0.14% | +0.23 pp |
| Corrective distributions | 11 | 4.09% | 1.76% | +2.33 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with WELLINGTON TRUST COMPANY. Compare to the incumbent market share (0.4%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.4 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).