401k Plan data: WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN plan

WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN 401k Plan overview

Plan Name	WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN
Plan identification number	003

WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

WELLINGTON MANAGEMENT GROUP, INC. has sponsored the creation of one or more 401k plans.

Company Name: WELLINGTON MANAGEMENT GROUP, INC.

Employer identification number (EIN): 232373765

NAIC Classification: 541600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2016-01-01 ROBERT CAMPBELL 2017-04-06 ROBERT CAMPBELL 2017-04-06
003 2015-01-01 ROBERT CAMPBELL 2016-09-29
003 2014-01-01 ROBERT CAMPBELL 2015-10-12 ROBERT CAMPBELL 2015-10-12
003 2013-01-01 ROBERT CAMPBELL 2014-08-28
003 2012-01-01 ROBERT CAMPBELL 2013-10-07
003 2011-01-01 ROBERT CAMPBELL 2012-10-08
003 2010-01-01 ROBERT CAMPBELL 2012-10-11
003 2008-01-01 ROBERT CAMPBELL

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
003	2016-01-01	ROBERT CAMPBELL	2017-04-06	ROBERT CAMPBELL	2017-04-06
003	2015-01-01	ROBERT CAMPBELL	2016-09-29
003	2014-01-01	ROBERT CAMPBELL	2015-10-12	ROBERT CAMPBELL	2015-10-12
003	2013-01-01	ROBERT CAMPBELL	2014-08-28
003	2012-01-01	ROBERT CAMPBELL	2013-10-07
003	2011-01-01	ROBERT CAMPBELL	2012-10-08
003	2010-01-01	ROBERT CAMPBELL	2012-10-11
003	2008-01-01	ROBERT CAMPBELL

Plan Statistics for WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN

401k plan membership statisitcs for WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN

Measure Date Value
2016: WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets 2016-12-31 1,065,217
Acturial value of plan assets 2016-12-31 1,171,739
Funding target for retired participants and beneficiaries receiving payment 2016-12-31 1,142,599
Number of terminated vested participants 2016-12-31 1
Fundng target for terminated vested participants 2016-12-31 84,467
Active participant vested funding target 2016-12-31 0
Number of active participants 2016-12-31 0
Total funding liabilities for active participants 2016-12-31 0
Total participant count 2016-12-31 2
Total funding target for all participants 2016-12-31 1,227,066
Balance at beginning of prior year after applicable adjustments 2016-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2016-12-31 4
Carryover balanced portion elected for use to offset prior years funding requirement 2016-12-31 0
Prefunding balanced used to offset prior years funding requirement 2016-12-31 0
Amount remaining of carryover balance 2016-12-31 0
Amount remaining of prefunding balance 2016-12-31 4
Present value of excess contributions 2016-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2016-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2016-12-31 0
Reductions in caryover balances due to elections or deemed elections 2016-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2016-12-31 0
Balance of carryovers at beginning of current year 2016-12-31 0
Balance of prefunding at beginning of current year 2016-12-31 4
Total employer contributions 2016-12-31 27,764
Total employee contributions 2016-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2016-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2016-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2016-12-31 26,369
Unpaid minimum required contributions for all prior years 2016-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2016-12-31 0
Remaining amount of unpaid minimum required contributions 2016-12-31 0
Minimum required contributions for current year target normal cost 2016-12-31 0
Net shortfall amortization installment of oustanding balance 2016-12-31 61,550
Total funding amount beforereflecting carryover/prefunding balances 2016-12-31 16,319
Additional cash requirement 2016-12-31 16,319
Contributions allocatedtoward minimum required contributions for current year 2016-12-31 26,369
Unpaid minimum required contributions for current year 2016-12-31 0
Unpaid minimum required contributions for all years 2016-12-31 0
2008: WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year 2008-01-01 8
Total number of active participants reported on line 7a of the Form 5500 2008-01-01 4
Number of other retired or separated participants entitled to future benefits 2008-01-01 4
Total of all active and inactive participants 2008-01-01 8
Total participants 2008-01-01 8

Measure	Date	Value
2016: WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN 2016 401k membership
Market value of plan assets	2016-12-31	1,065,217
Acturial value of plan assets	2016-12-31	1,171,739
Funding target for retired participants and beneficiaries receiving payment	2016-12-31	1,142,599
Number of terminated vested participants	2016-12-31	1
Fundng target for terminated vested participants	2016-12-31	84,467
Active participant vested funding target	2016-12-31	0
Number of active participants	2016-12-31	0
Total funding liabilities for active participants	2016-12-31	0
Total participant count	2016-12-31	2
Total funding target for all participants	2016-12-31	1,227,066
Balance at beginning of prior year after applicable adjustments	2016-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2016-12-31	4
Carryover balanced portion elected for use to offset prior years funding requirement	2016-12-31	0
Prefunding balanced used to offset prior years funding requirement	2016-12-31	0
Amount remaining of carryover balance	2016-12-31	0
Amount remaining of prefunding balance	2016-12-31	4
Present value of excess contributions	2016-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2016-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2016-12-31	0
Reductions in caryover balances due to elections or deemed elections	2016-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2016-12-31	0
Balance of carryovers at beginning of current year	2016-12-31	0
Balance of prefunding at beginning of current year	2016-12-31	4
Total employer contributions	2016-12-31	27,764
Total employee contributions	2016-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2016-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2016-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2016-12-31	26,369
Unpaid minimum required contributions for all prior years	2016-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2016-12-31	0
Remaining amount of unpaid minimum required contributions	2016-12-31	0
Minimum required contributions for current year target normal cost	2016-12-31	0
Net shortfall amortization installment of oustanding balance	2016-12-31	61,550
Total funding amount beforereflecting carryover/prefunding balances	2016-12-31	16,319
Additional cash requirement	2016-12-31	16,319
Contributions allocatedtoward minimum required contributions for current year	2016-12-31	26,369
Unpaid minimum required contributions for current year	2016-12-31	0
Unpaid minimum required contributions for all years	2016-12-31	0
2008: WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN 2008 401k membership
Total participants, beginning-of-year	2008-01-01	8
Total number of active participants reported on line 7a of the Form 5500	2008-01-01	4
Number of other retired or separated participants entitled to future benefits	2008-01-01	4
Total of all active and inactive participants	2008-01-01	8
Total participants	2008-01-01	8

Financial Data on WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN

Measure	Date	Value
2008 : WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN 2008 401k financial data
Transfers to/from the plan	2008-12-31	$0
Total plan liabilities at end of year	2008-12-31	$0
Total plan liabilities at beginning of year	2008-12-31	$0
Total income from all sources	2008-12-31	$331,461
Expenses. Total of all expenses incurred	2008-12-31	$0
Benefits paid (including direct rollovers)	2008-12-31	$0
Total plan assets at end of year	2008-12-31	$815,891
Total plan assets at beginning of year	2008-12-31	$1,147,352
Value of fidelity bond covering the plan	2008-12-31	$50,000
Total contributions received or receivable from participants	2008-12-31	$0
Expenses. Other expenses not covered elsewhere	2008-12-31	$0
Contributions received from other sources (not participants or employers)	2008-12-31	$0
Other income received	2008-12-31	$331,461
Noncash contributions received	2008-12-31	$0
Net income (gross income less expenses)	2008-12-31	$331,461
Net plan assets at end of year (total assets less liabilities)	2008-12-31	$815,891
Net plan assets at beginning of year (total assets less liabilities)	2008-12-31	$1,147,352
Total contributions received or receivable from employer(s)	2008-12-31	$0
Value of certain deemed distributions of participant loans	2008-12-31	$0
Value of corrective distributions	2008-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2008-12-31	$0

Form 5500 Responses for WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN

2008: WELLINGTON MANAGEMENT GROUP, INC. DEFINED BENEFIT PENSION PLAN 2008 form 5500 responses
2008-01-01	Type of plan entity	Single employer plan
2008-01-01	Submission has been amended	Yes
2008-01-01	This submission is the final filing	No
2008-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2008-01-01	Plan is a collectively bargained plan	No
2008-01-01	Plan funding arrangement – Trust	Yes
2008-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	WELLINGTON MANAGEMENT GROUP, INC.
Employer identification number (EIN):	232373765
NAIC Classification:	541600