Original filing (PDF)20250122102547NAL0007498272001

WELLINGTON TRUST COMPANY, NA

Name: WELLINGTON TRUST COMPANY, NA — WTC-CTF GLOBAL BOND OPPORTUNITIES - US TARGET TREASURIES PORTFOLIO, Form 5500 (2024)
Creator: WELLINGTON TRUST COMPANY, NA

Form 5500

FILING_RECEIVED

WTC-CTF GLOBAL BOND OPPORTUNITIES - US TARGET TREASURIES PORTFOLIO

Employee benefit plan

Active participants

—

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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 (directional)

—

/ 100

Limited data

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WELLINGTON TRUST COMPANY, NA.

Plan sponsor

Name

WELLINGTON TRUST COMPANY, NA

EIN

46-2110724

Address

280 CONGRESS STREET · BOSTON, MA · 02210

Phone

(617) 790-8964

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-30

Filed

2025-01-22

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $0

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.