Wellington Trust Company
trustee41 known aliases resolved via the canonical alias map
Market position · 2024
Plans served164-31 YoYRank #130 of mapped providers
Assets under administration$278.8B0.3%Market share · rank #41
Fees received$36MMedian $62,017/planSum across Schedule C direct + indirect
Net wins YoY-2716 won · 43 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 directly by planCode 28 | 94 | $109,624 | |
Investment management fees paid indirectly by plan; Custodial (securities)Code 19 | 22 | $0 | |
Soft dollars commissions; Investment management fees paid directly by planCode 51 | 22 | $88,801 | |
Investment management fees paid indirectly by planCode 52 | 13 | $9,133 | |
Soft dollars commissions; Investment advisory (plan); Investment management fees paid directly by planCode 27 | 4 | $85,562 | |
Investment management fees paid directly by plan; Custodial (other than securities); Investment advisory (plan); Trustee (bank, trust company, or similar financial institution); Direct payment from the plan; Investment managementCode 18 | 3 | $104,284 | |
Investment management fees paid directly by plan; Direct payment from the plan; Soft dollars commissionsCode 50 | 3 | $29,487 | |
Trustee (bank, trust company, or similar financial institution)Code 21 | 2 | $177,824 |
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 | $10.6B |
CARPENTERS PENSION TRUST FUND OF KANSAS CITYMO · 436108379-001 | Eagle Capital Management LLC | $1.4B |
S&P GLOBAL INC.NY · 131026995-001 | Callan Associates Inc. | $1.2B |
CON IND & LABORERS JOINT PENSION TRUST BOARD OF TRUSTEESNV · 880135695-001 | Foundry Partners LLC | $653M |
UNIVERSITY OF MIAMIFL · 590624458-001 | Cambridge Associates | $578M |
BOARD OF TRUSTEES-HTL. & REST. EMP. LO.25&HTL ASSNMD · 526051390-001 | HedgeServ | $357M |
3M COMPANYMN · 410417775-013 | PGIM | $285M |
BOARD OF TRUSTEES UFCW NO. CALIFORNIA FOOD EMPLOYERS JOINT IND ACCOUNTCA · 680161773-002 | Underwood Insurance Agency, Inc. | $267M |
EMORY HEALTHCARE, INC.GA · 582137993-003 | (new plan) | $261M |
DELOITTE TOUCHE TOHMATSU SERVICES, LLCNY · 133086681-001 | SSGA 20+ US STRIPS NON-LEND FD | $241M |
Plans lost in 2024
Appeared last year under Wellington Trust Company; not this year.
| Sponsor | To | Assets |
|---|---|---|
CITIGROUP INC.CT · 521568099-004 | Acadian Asset Management | $20.7B |
MORGAN STANLEY DOMESTIC HOLDINGS, LLCNY · 208764829-003 | T. Rowe Price | $19.2B |
INTL PAINTERS & ALLIED TRADES IND. PENSION FUND- BOARD OF TRUSTEESMD · 526073909-001 | International Union of Painters and Allied Trades | $4.2B |
WESTROCK COMPANYGA · 473335141-027 | JPMorgan Chase | $4.0B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA-CA · 952892780-001 | EMPLOYEE ID 639 | $2.2B |
BOARD OF TRUSTEES, DIRECTORS GUILD OF AMERICA -CA · 956027308-002 | EMPLOYEE ID 639 | $2.2B |
THOMSON REUTERS HOLDINGS INC.MN · 061497995-001 | Scott Capital Advisors | $1.6B |
SPRINT COMMUNICATIONS LLCKS · 480457967-001 | Izard Kindall & Raabe LLP | $1.2B |
OPERATING ENGINEERS LOCAL NO. 825 PENSION FUNDNJ · 226033380-001 | Key Corporation | $1.0B |
THE CHILDREN'S HOSPITAL CORPORATIONMA · 042774441-001 | Mercer | $946M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
WALMART INC.AR · 710415188-003 | $50.8B | 1,970,230 | $1M | 10y | - |
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 | $225,694 | 2y | - |
CONSOLIDATED EDISON COMPANY OF NEW YORK, INC.NY · 135009340-001 | $15.6B | 26,696 | $2M | 5y | - |
3M COMPANYMN · 410417775-333 | $10.6B | 40,574 | $0 | 1y | 1 |
NOKIA OF AMERICA CORPORATIONNJ · 223408857-003 | $9.8B | 24,880 | $759,352 | 10y | - |
AMGEN INC.CA · 953540776-001 | $7.7B | 22,645 | $105,705 | 5y | - |
AUTOMATIC DATA PROCESSING, INC.NJ · 221467904-002 | $7.3B | 46,258 | $2M | 5y | 1 |
COX ENTERPRISES, INC.GA · 581035149-001 | $7.1B | 51,142 | $5M | 5y | - |
Flag exposure
92.7%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 (41)
Raw Schedule C names collapsed into Wellington Trust Company.
- KMJ CORBIN AND CO LLP
- KMLA GROUP, PC
- KMM
- KMP LLP
- KMPG
- KMPG LLP
- KMPG, LLP
- KMR
- KMR LLP
- KMS FINACIAL SERVICES, INC.
- WELLINGTON MANAGEMENT TRUST
- WELLINGTON TRUST
- WELLINGTON TRUST CIF II GLOBAL
- WELLINGTON TRUST CO
- WELLINGTON TRUST CO, NA
- WELLINGTON TRUST CO.
- WELLINGTON TRUST CO. N.A.
- WELLINGTON TRUST CO. NA
- WELLINGTON TRUST CO., NA
- WELLINGTON TRUST CO.,NA
- WELLINGTON TRUST COMPANY
- WELLINGTON TRUST COMPANY LLC
- WELLINGTON TRUST COMPANY LLP
- WELLINGTON TRUST COMPANY N.A.
- WELLINGTON TRUST COMPANY NA
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 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 | 1 | 0.61% | 7.76% | -7.15 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 6 | 3.66% | 1.71% | +1.95 pp |
| Failed to provide benefit | 1 | 0.61% | 0.14% | +0.47 pp |
| Corrective distributions | 7 | 4.27% | 1.76% | +2.51 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 (0.3%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.2 pp vs incumbent
Frequent partners by role
Who else shows up on Wellington Trust Company'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 |
|---|---|---|
| WTW | 32 | 19.5% |
| Mercer | 25 | 15.2% |
| Aon | 21 | 12.8% |
| Massachusetts Financial Services Company | 19 | 11.6% |
| The Segal Company | 19 | 11.6% |
| Morningstar Investment Management | 18 | 11.0% |
| Loomis Sayles | 17 | 10.4% |
| NEPC LLC | 17 | 10.4% |
| PIMCO | 16 | 9.8% |
| Segal Marco Advisors | 15 | 9.2% |
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).