Wellington Retirement and Pension Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 90, placing it in the top 15% of all plans in its peer group. This plan is also in the top 15% of plans for Account Balances, Company Generosity, Investment Menu Quality, Participation Rate, and Salary Deferral. Wellington Retirement and Pension Plan currently has over 2,900 active participants and over $1.1B in plan assets.
| Address |
280 Congress Street
Boston, MA 02210 |
| Industry | Finance and Insurance |
| Administrator | Douglas J Hoffer |
| Net Plan Assets | $1,050,000,000 |
| Total Participants | 3,000 |
| Avg Account Balance | $350,000 |
| UBS AG | 85.4 |
| AllianceBernstein L.P. | 84.0 |
| Federal Home Loan Mortgage | 83.7 |
| T. Rowe Price Group | 80.3 |
| John Hancock Financial Services | 79.3 |
| Ameriprise Financial | 78.2 |
| 1. | Vanguard Prime Money Market | 7% |
| 2. | Wellington Emerging Markets Fund | 3% |
| 3. | Wellington Technicial Equity Fund | 3% |
| Administration | Charles Schwab |
| Auditor | PricewaterhouseCoopers LLP |
| Corporate Trustee | Wellington Management Company LP |
BrightScope Rating
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