How big is Wellington Trust Company, NA's plan?

Wellington Trust Company, NA's plan reported $104.5M in assets for 2023.

Original filing (PDF)20250520102545NAL0004641842001

Wellington Trust Company, NA

Name: Wellington Trust Company, NA — WTC-CIF Micro Cap, Form 5500 (2023)
Creator: Wellington Trust Company, NA
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

WTC-CIF Micro Cap Equity Portfolio

Employee benefit plan · Wellington Trust Company, NA's WTC-CIF Micro Cap Equity Portfolio reported $104.5M in plan assets in 2023.

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$104.5M

Net assets (EOY)

$104.1M

Plan identifiers

Wellington Trust Company, NA's EIN is 04-2767481.

EIN 04-2767481

Plan number 070

Plan year 2023

ACK ID 20250520102545NAL0004641842001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wellington Trust Company, NA from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WELLINGTON TRUST COMPANY, NA.

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 65% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

Plan health

n/a

Vendor & structure

n/a

Helping the score

Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

WELLINGTON TRUST COMPANY, NA

EIN

all filings

Address

280 CONGRESS STREET · BOSTON, MA · 02210

Phone

(617) 790-8964

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

070

Plan year

2023

Plan year begin

2023-09-01

Tax period

2024-08-31

Filed

2025-05-20

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $2.0M(2% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.