Wellington Group Holdings LLP
advisor2 known aliases resolved via the canonical alias map
Market position · 2024
Plans served4-1 YoYRank #2890 of mapped providers
Assets under administration$7.4B0.0%Market share · rank #1479
Fees received$2MMedian $450,473/planSum across Schedule C direct + indirect
Net wins YoY-11 won · 2 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 Group Holdings LLP plan look like?
Service mix · median fees per plan
Count of plans where Wellington Group Holdings LLP ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment management; Investment management fees paid directly by plan; Direct payment from the planCode 28 | 3 | $469,283 | |
Custodial (other than securities); Investment management; Direct payment from the planCode 18 | 1 | $222,153 |
Competitor overlap
Percent of Wellington Group Holdings LLP'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 Group Holdings LLP.
| Sponsor | From | Assets |
|---|---|---|
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | Wellington Company LLP | $920M |
Plans lost in 2024
Appeared last year under Wellington Group Holdings LLP; not this year.
| Sponsor | To | Assets |
|---|---|---|
VERIZON COMMUNICATIONS INC.NJ · 232259884-102 | Morgan Stanley | $27.8B |
MASSACHUSETTS INSTITUTE OF TECHNOLOGYMA · 042103594-002 | WTW | $5.4B |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE BANK OF NEW YORK MELLONPA · 135160382-001 | $5.2B | 54,048 | $583,301 | 4y | - |
FMC CORPORATIONPA · 940479804-047 | $1.1B | 7,924 | $431,662 | 7y | - |
UNIVERSITY HOSPITALS HEALTH SYSTEMOH · 340714775-333 | $920M | 38,884 | $469,283 | 1y | - |
HORIZON HEALTHCARE SERVICES, INC.NJ · 220999690-005 | $217M | 2,180 | $222,153 | 4y | - |
Flag exposure
100.0%Market: 89.1%
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 (2)
Raw Schedule C names collapsed into Wellington Group Holdings LLP.
- WELLINGTON GROUP HOLDINGS LLP
- WELLINGTON GROUP HOLDINGS, LLP
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /plans 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 Group Holdings LLP'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 | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 0 | 0.00% | 1.71% | -1.71 pp |
| Failed to provide benefit | 0 | 0.00% | 0.14% | -0.14 pp |
| Corrective distributions | 0 | 0.00% | 1.76% | -1.76 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 Group Holdings LLP. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent
Frequent partners by role
Who else shows up on Wellington Group Holdings LLP's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Seyfarth Shaw LLP | 1 | 25.0% |