Wellington Trust Company, NA (EIN 04-2767481) files Form 5500 as a direct filing entity (DFE) — a pooled investment vehicle such as a collective trust, master trust, or 103-12 entity that employer plans invest in, not an employer-sponsored plan. Its 29 filings report $7.1B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WTC-CIF Small Cap 2000 Portfolio | 057 | 0 | $926.2M |
| WTC-CIF International Contrarian Value Portfolio | 115 | 0 | $786.0M |
| WTC-CIF International Research Equity Portfolio | 036 | 0 | $638.0M |
| WTC-CIF International Contrarian Value (Series 3) Portfolio | 223 | 0 | $619.7M |
| WTC-CIF Defined Benefit - Asset Allocation Solution II Portfolio |
04-2767481 is the Employer Identification Number (EIN) Wellington Trust Company, NA reports on its Form 5500 filings as a direct filing entity. DFEs are pooled investment vehicles — collective trusts, master trusts, and similar entities — that file their own Form 5500 so the employer plans investing in them can reference it on Schedule D. A DFE has no employees or participants of its own.
Find other employers in the same state on Massachusetts EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
| 135 |
| 0 |
| $596.4M |
| WTC-CIF Emerging Markets Portfolio | 017 | 0 | $547.0M |
| WTC-CIF Enduring Assets Portfolio | 130 | 0 | $463.7M |
| WTC-CIF Defined Benefit - Asset Allocation Solution III Portfolio | 136 | 0 | $374.0M |
| WTC-CIF Defined Benefit - Asset Allocation Solution I Portfolio | 134 | 0 | $334.2M |
| WTC-CIF Emerging Companies Portfolio | 015 | 0 | $294.6M |
| WTC-CIF Research Equity Portfolio | 054 | 0 | $264.5M |
| WTC-CIF Global Research Equity Portfolio | 028 | 0 | $206.9M |
| WTC-CIF Research Value Portfolio | 040 | 0 | $200.6M |
| WTC-CIF Enduring Assets (Series 2) Portfolio | 185 | 0 | $176.0M |
| WTC-CIF Global Health Care Portfolio | 027 | 0 | $127.8M |
| WTC-CIF Micro Cap Equity Portfolio | 070 | 0 | $104.5M |
| WTC-CIF Biotechnology Portfolio | 010 | 0 | $98.8M |
| WTC-CIF International Contrarian Value (Series 2) Portfolio | 214 | 0 | $80.3M |
| WTC-CIF Small Cap Value Portfolio | 058 | 0 | $78.5M |
| WTC-CIF Diversified Inflation Hedges Portfolio | 082 | 0 | $70.7M |
| WTC-CIF Research Energy Portfolio | 019 | 0 | $48.5M |
| WTC-CIF Real Estate Securities Portfolio | 052 | 0 | $44.0M |
| WTC-CIF China Opportunities Portfolio | 066 | 0 | $33.7M |
| WTC-CIF Global LOW Volatility Portfolio | 132 | 0 | $13.1M |
| WTC-CIF Enduring Assets (Series 3) Portfolio | 186 | 0 | $11.5M |
| WTC-CIF Opportunistic Investment Allocation Portfolio | 076 | 0 | $0 |
| WTC-CIF Opportunistic Equity Portfolio | 077 | 0 | $0 |
| WTC-CIF Opportunistic Growth Portfolio | 007 | 0 | $0 |
| WTC-CIF Global Contrarian Equity Portfolio | 068 | 0 | $0 |
