Original filing (PDF)20250512120601NAL0011377219001

AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS

Name: AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS — AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS

Form 5500-SF

FILING_RECEIVED

AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$173K

Net assets (EOY)

$173K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
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 AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS.

Plan sponsor

Name

AMERICAN CAPITAL INSURANCE SERVICES DBA WELLINGTON PARTNERS

EIN

27-1386835all filings

Address

60 CUTTER MILL ROAD · SUITE 508 · GREAT NECK, NY · 11021

Phone

(818) 324-2082

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator