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Company:
Wellington Insurance Group, Inc.
Plan:
Wellington Employee Benefit Plan
 

Wellington Insurance Group, Inc.

65 Plan: Wellington Employee Benefit Plan

 
 
65
36
65
84
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 19 point difference between this plan's BrightScope Rating (65) and the top rated plan (84) could equate to:
[How is this calculated?]
10 additional years of work
Up to $60,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Wellington Employee Benefit Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 65. This plan is in the top 35% of plans for Investment Menu Quality. Wellington Employee Benefit Plan currently has fewer than 100 active participants and over $2.6M in plan assets.

 

 Retirement Plan Details

Address 6801 Calmont Ave
Fort Worth, TX 76116-4108 
Industry Finance and Insurance
Administrator Wm Gary Stasey
Net Plan Assets $2,620,000
Total Participants 98
Avg Account Balance $27,000

 Top 3 Funds in this 401k

1. Principal MidCap Value I 15%
2. Principal US Property 9%
3. Principal Guaranteed Investment Contract 7%

  Plan Service Providers

Auditor Gandy, Calverley & Co., P.C.
Insurance Carrier Principal Financial Group
Insurance Advisor/Broker John L Schmidt

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