Wellington Trust Company
10 more advisory clients, 8 more other clients, 397 more Schedule C rows and 35 more dated events
Every figure, date and source on this page is shown. The names behind them, and every related record, open with the complete profile.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Advisory clients
- The Budd Company Employee Pension Plan Pension consultantthrough Sep 30, 2025 Form 5500
- Retirement Plan for Employees of the Univ of Miami Investment adviser (plan)through May 31, 2024 Form 5500
- ABB Inc. Pension Plan of Fischer & Porter Company Investment adviser (plan)through Dec 31, 2023 Form 5500
+10 more advisory clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Other roles
- Regions Financial Corporation Retirement Plan for Associates Custodianthrough Dec 31, 2024
- Retirement Income Plan for Selective Insurance Company of America Trusteethrough Dec 31, 2023
- The Teknor Apex Company Retirement Plan Custodianthrough Dec 31, 2023
+8 more clients
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
Schedule C rows
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Premera Pension Equity Plan | 2025 | 28 51 68 | INVESTMENT ADVISOR | $98,033 |
| Iuoe Local 30 Pension Fund | 2025 | 28 51 | NONE | $74,438 |
| Twin City Hospitals - Minnesota Nurses Association Pension Plan | 2024 | 28 51 52 | NONE | $2.7M |
+397 more Schedule C rows
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.
What changed
- Construction Laborers Pension Trust of Greater St. no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $36M at 2024-04-30; absent from the 2025-04-30 filing)with Wellington Trust Companyaskebsa.dol.gov
- Retail Food Employers & Ufcw Local 711 Pension no longer reports CTF Opportunistic Emerging Markets (Wellington Trust Company) (last held $3M at 2023-12-31; absent from the 2024-12-31 filing)with Wellington Trust Companyaskebsa.dol.gov
- Group Retirement Income Plan No.16 no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $22M at 2023-12-31; absent from the 2024-12-31 filing)with Wellington Trust Companyaskebsa.dol.gov
- Construction Industry Laborers Pension Fund no longer reports Wtc-Ctf Emerging Markets Research E (Wellington Trust Company) (last held $38M at 2022-12-31; absent from the 2024-12-31 filing)with Wellington Trust Companyaskebsa.dol.gov
- Wellington Trust Company no longer appears on Cmta-Gmpp & Allied Workers Local 164b Pension Trust's Schedule C as investment manager (plan year 2024 vs 2023)with Wellington Trust Companyaskebsa.dol.gov
+35 more dated events
Every name, record and relationship behind this count, with the source on each.
Includes 3 days of DFX Intelligence. Then $199/month unless canceled.