Wellington Trust Company, NA (EIN 04-6913417) 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 111 filings report $59.6B in assets.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| WTC-CIF II Global Research Equity - Extended Portfolio | 185 | 0 | $6.0B |
| WTC-CIF II Growth Portfolio | 028 | 0 | $5.8B |
| WTC-CIF II Core Bond Plus Portfolio | 004 | 0 | $4.3B |
| WTC-CIF II Core Bond Plus/Mortgage-Backed Securities Portfolio | 015 | 0 | $4.1B |
| WTC-CIF II Core Bond Portfolio | 026 |
04-6913417 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?
| 0 |
| $2.7B |
| WTC-CIF II SMID Cap Research Equity Portfolio | 128 | 0 | $2.6B |
| WTC-CIF II US Investment Grade Corporate Long Bond Portfolio | 120 | 0 | $2.3B |
| WTC-CIF II Growth (Series 4) Portfolio | 183 | 0 | $2.1B |
| WTC-CIF II Growth (Series 5) Portfolio | 203 | 0 | $2.0B |
| WTC-CIF II Core Bond Plus (Series 4) Portfolio | 165 | 0 | $1.4B |
| WTC-CIF II US Investment Grade Intermediate Corporate Portfolio | 206 | 0 | $1.4B |
| WTC-CIF II Multi Sector Credit II Portfolio | 158 | 0 | $1.3B |
| WTC-CIF II Intermediate Core Portfolio | 154 | 0 | $1.3B |
| WTC-CIF II International Opportunities Portfolio | 110 | 0 | $1.2B |
| WTC-CIF II Opportunistic Emerging Markets DEBT Portfolio | 099 | 0 | $895.3M |
| WTC-CIF II Securitized Opportunities Portfolio | 160 | 0 | $835.4M |
| WTC-CIF II SMID Cap Research Equity (Series 5) Portfolio | 166 | 0 | $833.9M |
| WTC-CIF II SMID Cap Research Equity (Series 6) Portfolio | 238 | 0 | $785.5M |
| WTC-CIF II Growth (Series 2) Portfolio | 033 | 0 | $700.2M |
| WTC-CIF II Opportunistic Emerging Markets DEBT (Series 1) Portfolio | 100 | 0 | $698.0M |
| WTC-CIF II Core Bond Plus (Series 5) Portfolio | 229 | 0 | $681.2M |
| WTC-CIF II Balanced Real Assets Portfolio | 094 | 0 | $646.4M |
| WTC-CIF II Small Cap Opportunities Portfolio | 012 | 0 | $633.5M |
| WTC-CIF II Long Bond Portfolio | 080 | 0 | $608.2M |
| WTC-CIF II Diversified Real Asset (Series 3) Portfolio | 095 | 0 | $555.3M |
| WTC-CIF II Global Quality Value Portfolio | 216 | 0 | $511.3M |
| WTC-CIF II Core Bond (Series 4) Portfolio | 208 | 0 | $510.1M |
| WTC-CIF II SMID Cap Research Equity (Series 3) Portfolio | 129 | 0 | $469.4M |
| WTC-CIF II Strategic Partnership W Portfolio | 164 | 0 | $464.9M |
| WTC-CIF II US Research Equity - Extended Portfolio | 201 | 0 | $457.4M |
| WTC-CIF II Global Perspectives Portfolio | 069 | 0 | $457.3M |
| WTC-CIF II Small Cap 2000 Portfolio | 108 | 0 | $443.9M |
| WTC-CIF II Global Quality Value (Series 3) Portfolio | 217 | 0 | $437.6M |
| WTC-CIF II SMID Cap Research Equity (Series 4) Portfolio | 157 | 0 | $408.6M |
| WTC-CIF II Commodities Portfolio | 112 | 0 | $406.7M |
| WTC-CIF II Global Perspectives (Series 2) Portfolio | 171 | 0 | $404.0M |
| WTC-CIF II International Quality Growth Portfolio | 152 | 0 | $403.9M |
| WTC-CIF II Small Cap 2000 (Series 1) Portfolio | 109 | 0 | $385.8M |
| WTC- CIF II Small Cap Value Portfolio | 086 | 0 | $385.8M |
| WTC-CIF II Growth (Series 3) Portfolio | 213 | 0 | $378.4M |
| WTC-CIF II Core Bond (Series 3) Portfolio | 156 | 0 | $372.4M |
| WTC-CIF II International Opportunities (Series 4) Portfolio | 199 | 0 | $343.1M |
| WTC-CIF II Diversified Inflation Hedges Portfolio | 064 | 0 | $331.7M |
| WTC-CIF II Select Leaders Portfolio | 174 | 0 | $327.5M |
| WTC-CIF II SMID Cap Research Equity (Series 1) Portfolio | 151 | 0 | $314.8M |
| WTC-CIF II Select Leaders (Series 2) Portfolio | 202 | 0 | $303.2M |
| WTC-CIF II US Long Strips Portfolio | 182 | 0 | $272.3M |
| WTC-CIF II Securitized Opportunities (Series 1) Portfolio | 168 | 0 | $268.8M |
| WTC-CIF II World Bond Portfolio | 116 | 0 | $266.2M |
| WTC-CIF II Emerging Markets Research Equity Portfolio | 191 | 0 | $243.4M |
| WTC-CIF II SMID Cap Research Equity (Series 7) Portfolio | 239 | 0 | $238.0M |
| WTC-CIF II World Bond (Series 2) Portfolio | 135 | 0 | $223.4M |
| WTC-CIF II Core High Yield Bond Portfolio | 105 | 0 | $192.0M |
| WTC-CIF II SMID Cap Research Equity (Series 2) Portfolio | 144 | 0 | $173.3M |
| WTC-CIF II US Long Treasury Portfolio | 173 | 0 | $164.1M |
| WTC-CIF II International Opportunities (Series 1) Portfolio | 159 | 0 | $161.7M |
| WTC-CIF II Emerging Markets DEBT II Portfolio | 081 | 0 | $155.6M |
| WTC-CIF II International Quality Growth (Series 2) Portfolio | 167 | 0 | $154.6M |
| WTC-CIF II US Investment Grade Corporate Long Bond (Series 1) Portfolio | 189 | 0 | $145.3M |
| WTC-CIF II Core Bond (Series 1) Portfolio | 003 | 0 | $142.4M |
| WTC-CIF II Large Cap Research Equity Portfolio | 022 | 0 | $129.5M |
| WTC-CIF II Large Cap Research Equity (Series 2) Portfolio | 149 | 0 | $129.2M |
| WTC-CIF II Quality Value Portfolio | 067 | 0 | $129.0M |
| WTC-CIF II Core Bond Plus (Series 2) Portfolio | 133 | 0 | $127.6M |
| WTC-CIF II Emerging Markets Research Equity (Series 2) Portfolio | 192 | 0 | $126.7M |
| WTC-CIF II Core Bond Plus (Series 3) Portfolio | 134 | 0 | $122.2M |
| WTC-CIF II Treasury Inflation Protected Securities (TIPS) Portfolio | 092 | 0 | $107.1M |
| WTC-CIF II Quality Value (Series 1) Portfolio | 101 | 0 | $94.2M |
| WTC-CIF II Small Cap 2000 (Series 2) Portfolio | 234 | 0 | $91.7M |
| WTC-CIF II Core High Yield Bond II Portfolio | 142 | 0 | $76.6M |
| WTC-CIF II International Quality Growth (Series 1) Portfolio | 153 | 0 | $73.8M |
| WTC-CIF II International Opportunities (Series 2) Portfolio | 198 | 0 | $69.4M |
| WTC-CIF II Downside Alpha Opportunities Portfolio | 163 | 0 | $67.9M |
| WTC-CIF II Small Companies Portfolio | 224 | 0 | $58.6M |
| WTC-CIF II Small Cap Value (Series 1) Portfolio | 122 | 0 | $52.5M |
| WTC-CIF II International Opportunities (Series 5) Portfolio | 222 | 0 | $48.0M |
| WTC-CIF II Treasury Inflation Protected Securities (TIPS) Portfolio (B) | 139 | 0 | $47.9M |
| WTC-CIF II SMID Opportunistic Value Portfolio | 130 | 0 | $43.0M |
| WTC-CIF II SMID Opportunistic Value (Series 1) Portfolio | 150 | 0 | $43.0M |
| WTC-CIF II Core High Yield Bond (Series 1) Portfolio | 106 | 0 | $41.7M |
| WTC-CIF II Balanced Real Assets (Series 1) Portfolio | 107 | 0 | $40.0M |
| WTC-CIF II US Investment Grade Intermediate Corporate (Series 1) Portfolio | 207 | 0 | $39.0M |
| WTC-CIF II US Intermediate Treasury Portfolio | 172 | 0 | $32.5M |
| WTC-CIF II US Long Treasury (Series 1) Portfolio | 190 | 0 | $29.8M |
| WTC-CIF II Quality Income Opportunities Portfolio | 205 | 0 | $23.5M |
| WTC-CIF II Treasury Inflation Protected Securities (TIPS) (Series 1) Portfolio | 093 | 0 | $20.2M |
| WTC-CIF II US Intermediate Treasury (Series 1) Portfolio | 180 | 0 | $18.3M |
| WTC-CIF II US Long Strips (Series 1) Portfolio | 195 | 0 | $3.4M |
| WTC-CIF II Growth Horizons (Series 3) Portfolio | 233 | 0 | $0 |
| WTC-CIF II Mid Cap Opportunities Portfolio | 017 | 0 | $0 |
| WTC-CIF II Mid Cap Opportunities (Series 3) Portfolio | 146 | 0 | $0 |
| WTC-CIF II Core Bond Plus/High Yield Bond Portfolio | 014 | 0 | $0 |
| WTC-CIF II Durable Enterprises Portfolio | 186 | 0 | $0 |
| WTC-CIF II Quality Equity Portfolio | 218 | 0 | $0 |
| WTC-CIF II Mid Cap Opportunities (Series 1) Portfolio | 024 | 0 | $0 |
| WTC-CIF II Growth Horizons Portfolio | 232 | 0 | $0 |
| WTC-CIF II International Research Equity EX EM Portfolio | 193 | 0 | $0 |
| WTC-CIF II Select Small Cap Growth Portfolio | 090 | 0 | $0 |
| WTC-CIF II Global Equities Portfolio | 096 | 0 | $0 |
| WTC-CIF II Citigroup Emerging Markets DEBT Portfolio | 056 | 0 | $0 |
| WTC-CIF II International Small Cap Opportunities Portfolio | 009 | 0 | $0 |
| WTC-CIF II Wells Fargo Small Cap Value (Series 2) Portfolio | 087 | 0 | $0 |
| WTC-CIF II Durable Enterprises (Series 2) Portfolio | 188 | 0 | $0 |
| WTC-CIF II Quality Equity (Series 3) Portfolio | 231 | 0 | $0 |
| WTC-CIF II Mid Cap Opportunities (Series 2) Portfolio | 018 | 0 | $0 |
| WTC-CIF II Select China Portfolio | 209 | 0 | $0 |
| WTC-CIF II Global Aggregate Bond (Series 2) Portfolio | 143 | 0 | $0 |
| WTC-CIF II Core Bond Plus (Series 1) Portfolio | 145 | 0 | $0 |
| WTC-CIF II International Research Equity EX EM (Series 2) Portfolio | 194 | 0 | $0 |
| WTC-CIF II Global Aggregate Bond Portfolio | 117 | 0 | $0 |
| WTC-CIF II Global Equity (Series 3) Portfolio | 097 | 0 | $0 |
