Form 5500 Search

WELLINGTON ASSET

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
6
Active participants
5,789
Total plan assets
$6.3B
Filings (rows)
6
Direct comp
$3.1M
Indirect comp
$0
Aggregating 2 name variants under "WELLINGTON ASSET"

SERVICES PROVIDED

Other6

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
CTF CORE BOND3
CTF INTERNATIONAL RESEARCH EQUITY3
CTF TIPS PLUS3
CTF RESEARCH EQUITY1

Top plans served

All 6 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
AMEREN CORPORATION
AMEREN RETIREE WELFARE BENEFIT PLAN
ST. LOUIS, MO
Other
NONE
0$1.3B$456K
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND
UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN
ANNAPOLIS, MD
Other
NONE
1,925$1.3B$639K
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND
UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN
ANNAPOLIS, MD
Other
NONE
2,018$1.2B$635K
U A LOCAL UNION OFFICERS & EMPLOYEES PENSION FUND
UNITED ASSN FULL-TIME SAL OFF & EMP OF LOCL UNIONS COUNCILS, ST & PROV PEN PLAN
ANNAPOLIS, MD
Other
NONE
1,846$1.1B$690K
AMEREN CORPORATION
AMEREN HEALTH AND WELFARE TRUST
ST. LOUIS, MO
Other
NONE
$740.8M$321K
AMEREN CORPORATION
AMEREN HEALTH AND WELFARE TRUST
ST. LOUIS, MO
Other
NONE
$727.9M$374K
WELLINGTON ASSET — Form 5500 Service Provider Profile | Form 5500 Search