Original filing (PDF)20250121092324NAL0006107282001

WELLINGTON TRUST COMPANY, NA

Name: WELLINGTON TRUST COMPANY, NA — WTC-CIF II INTERNATIONAL OPPORTUNITIES (SERIES 5) PORTFOLIO, Form 5500 (2024)
Creator: WELLINGTON TRUST COMPANY, NA

Form 5500

FILING_RECEIVED

WTC-CIF II INTERNATIONAL OPPORTUNITIES (SERIES 5) PORTFOLIO

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

$48.0M

Net assets (EOY)

$47.9M

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.

Decision-maker contacts

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

Plan sponsor

Name

WELLINGTON TRUST COMPANY, NA

EIN

04-6913417

Address

280 CONGRESS STREET · BOSTON, MA · 02210

Phone

(617) 790-8964

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

222

Plan year

2024

Plan year begin

2024-06-28

Tax period

2024-08-31

Filed

2025-01-21

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $48.0M(100% 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.