401k Plan data: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN plan

WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 401k Plan overview

Plan Name	WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN
Plan identification number	001

WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
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. 401(K) PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01
001 2021-01-01 ROBERT CAMPBELL 2022-10-10 ROBERT CAMPBELL 2022-10-10
001 2020-01-01 ROBERT CAMPBELL 2021-10-15 ROBERT CAMPBELL 2021-10-15
001 2019-01-01 ROBERT CAMPBELL 2020-09-30 ROBERT CAMPBELL 2020-09-30
001 2018-01-01 ROBERT CAMPBELL 2019-07-24 ROBERT CAMPBELL 2019-07-24
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 ROBERT CAMPBELL ROBERT CAMPBELL 2013-07-15
001 2011-01-01 ROBERT CAMPBELL ROBERT CAMPBELL 2012-07-31
001 2010-01-01 ROBERT CAMPBELL ROBERT CAMPBELL 2011-10-14
001 2009-01-01 ROBERT S. CAMPBELL ROBERT S. CAMPBELL 2010-10-14

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2022-01-01
001	2021-01-01	ROBERT CAMPBELL	2022-10-10	ROBERT CAMPBELL	2022-10-10
001	2020-01-01	ROBERT CAMPBELL	2021-10-15	ROBERT CAMPBELL	2021-10-15
001	2019-01-01	ROBERT CAMPBELL	2020-09-30	ROBERT CAMPBELL	2020-09-30
001	2018-01-01	ROBERT CAMPBELL	2019-07-24	ROBERT CAMPBELL	2019-07-24
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	ROBERT CAMPBELL		ROBERT CAMPBELL	2013-07-15
001	2011-01-01	ROBERT CAMPBELL		ROBERT CAMPBELL	2012-07-31
001	2010-01-01	ROBERT CAMPBELL		ROBERT CAMPBELL	2011-10-14
001	2009-01-01	ROBERT S. CAMPBELL		ROBERT S. CAMPBELL	2010-10-14

Plan Statistics for WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN

401k plan membership statisitcs for WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure Date Value
2021: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 0
Total of all active and inactive participants 2021-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 2
Number of participants with account balances 2021-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 2
Number of retired or separated participants receiving benefits 2020-01-01 0
Number of other retired or separated participants entitled to future benefits 2020-01-01 0
Total of all active and inactive participants 2020-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 2
Number of participants with account balances 2020-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 2
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 2
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 2
Number of participants with account balances 2019-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 0
Total of all active and inactive participants 2018-01-01 2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 2
Number of participants with account balances 2018-01-01 1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 4
Number of participants with account balances 2017-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 2
Total of all active and inactive participants 2016-01-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 4
Number of participants with account balances 2016-01-01 3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 5
Total of all active and inactive participants 2015-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 7
Number of participants with account balances 2015-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 3
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 4
Total of all active and inactive participants 2014-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 7
Number of participants with account balances 2014-01-01 6
2013: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 7
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 3
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 4
Total of all active and inactive participants 2013-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 7
Number of participants with account balances 2013-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 3
Number of retired or separated participants receiving benefits 2012-01-01 3
Number of other retired or separated participants entitled to future benefits 2012-01-01 1
Total of all active and inactive participants 2012-01-01 7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 0
Total participants 2012-01-01 7
Number of participants with account balances 2012-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 6
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 3
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 3
Total of all active and inactive participants 2011-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 6
Number of participants with account balances 2011-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 3
Number of retired or separated participants receiving benefits 2010-01-01 0
Number of other retired or separated participants entitled to future benefits 2010-01-01 3
Total of all active and inactive participants 2010-01-01 6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 0
Total participants 2010-01-01 6
Number of participants with account balances 2010-01-01 6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 0
2009: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 5
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 5
Number of participants with account balances 2009-01-01 5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2021: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	0
Total of all active and inactive participants	2021-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	2
Number of participants with account balances	2021-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	2
Number of retired or separated participants receiving benefits	2020-01-01	0
Number of other retired or separated participants entitled to future benefits	2020-01-01	0
Total of all active and inactive participants	2020-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	2
Number of participants with account balances	2020-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	2
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	2
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	2
Number of participants with account balances	2019-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	0
Total of all active and inactive participants	2018-01-01	2
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	2
Number of participants with account balances	2018-01-01	1
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	4
Number of participants with account balances	2017-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	2
Total of all active and inactive participants	2016-01-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	4
Number of participants with account balances	2016-01-01	3
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	5
Total of all active and inactive participants	2015-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	7
Number of participants with account balances	2015-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	3
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	4
Total of all active and inactive participants	2014-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	7
Number of participants with account balances	2014-01-01	6
2013: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	7
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	3
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	4
Total of all active and inactive participants	2013-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	7
Number of participants with account balances	2013-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	3
Number of retired or separated participants receiving benefits	2012-01-01	3
Number of other retired or separated participants entitled to future benefits	2012-01-01	1
Total of all active and inactive participants	2012-01-01	7
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	0
Total participants	2012-01-01	7
Number of participants with account balances	2012-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	6
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	3
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	3
Total of all active and inactive participants	2011-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	6
Number of participants with account balances	2011-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	3
Number of retired or separated participants receiving benefits	2010-01-01	0
Number of other retired or separated participants entitled to future benefits	2010-01-01	3
Total of all active and inactive participants	2010-01-01	6
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	0
Total participants	2010-01-01	6
Number of participants with account balances	2010-01-01	6
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	0
2009: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	5
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	5
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	5
Number of participants with account balances	2009-01-01	5
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN

Measure	Date	Value
2021 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 401k financial data
Total income from all sources	2021-12-31	$11,300
Expenses. Total of all expenses incurred	2021-12-31	$162,064
Benefits paid (including direct rollovers)	2021-12-31	$157,926
Total plan assets at end of year	2021-12-31	$335,959
Total plan assets at beginning of year	2021-12-31	$486,723
Value of fidelity bond covering the plan	2021-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2021-12-31	$4,138
Other income received	2021-12-31	$11,300
Net income (gross income less expenses)	2021-12-31	$-150,764
Net plan assets at end of year (total assets less liabilities)	2021-12-31	$335,959
Net plan assets at beginning of year (total assets less liabilities)	2021-12-31	$486,723
2020 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$245,919
Expenses. Total of all expenses incurred	2020-12-31	$200,196
Benefits paid (including direct rollovers)	2020-12-31	$195,500
Total plan assets at end of year	2020-12-31	$486,723
Total plan assets at beginning of year	2020-12-31	$441,000
Value of fidelity bond covering the plan	2020-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2020-12-31	$4,696
Other income received	2020-12-31	$245,919
Net income (gross income less expenses)	2020-12-31	$45,723
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$486,723
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$441,000
2019 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$38,267
Expenses. Total of all expenses incurred	2019-12-31	$291,086
Benefits paid (including direct rollovers)	2019-12-31	$285,469
Total plan assets at end of year	2019-12-31	$441,000
Total plan assets at beginning of year	2019-12-31	$693,819
Value of fidelity bond covering the plan	2019-12-31	$100,000
Total contributions received or receivable from participants	2019-12-31	$25,000
Expenses. Other expenses not covered elsewhere	2019-12-31	$5,617
Other income received	2019-12-31	$13,267
Net income (gross income less expenses)	2019-12-31	$-252,819
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$441,000
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$693,819
2018 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$-3,484
Expenses. Total of all expenses incurred	2018-12-31	$209,884
Benefits paid (including direct rollovers)	2018-12-31	$201,399
Total plan assets at end of year	2018-12-31	$693,819
Total plan assets at beginning of year	2018-12-31	$907,187
Value of fidelity bond covering the plan	2018-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2018-12-31	$8,485
Other income received	2018-12-31	$-3,484
Net income (gross income less expenses)	2018-12-31	$-213,368
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$693,819
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$907,187
Assets. Value of participant loans	2018-12-31	$47,658
2017 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$120,513
Expenses. Total of all expenses incurred	2017-12-31	$266,614
Benefits paid (including direct rollovers)	2017-12-31	$256,000
Total plan assets at end of year	2017-12-31	$907,187
Total plan assets at beginning of year	2017-12-31	$1,053,288
Value of fidelity bond covering the plan	2017-12-31	$100,000
Expenses. Other expenses not covered elsewhere	2017-12-31	$10,614
Other income received	2017-12-31	$120,513
Net income (gross income less expenses)	2017-12-31	$-146,101
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$907,187
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$1,053,288
Assets. Value of participant loans	2017-12-31	$50,000
2016 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$937,905
Expenses. Total of all expenses incurred	2016-12-31	$16,707
Benefits paid (including direct rollovers)	2016-12-31	$16,707
Total plan assets at end of year	2016-12-31	$1,053,288
Total plan assets at beginning of year	2016-12-31	$132,090
Value of fidelity bond covering the plan	2016-12-31	$100,000
Contributions received from other sources (not participants or employers)	2016-12-31	$896,209
Other income received	2016-12-31	$41,696
Net income (gross income less expenses)	2016-12-31	$921,198
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$1,053,288
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$132,090
2015 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$15,945
Expenses. Total of all expenses incurred	2015-12-31	$4,185
Benefits paid (including direct rollovers)	2015-12-31	$4,185
Total plan assets at end of year	2015-12-31	$132,090
Total plan assets at beginning of year	2015-12-31	$120,330
Value of fidelity bond covering the plan	2015-12-31	$50,000
Total contributions received or receivable from participants	2015-12-31	$17,196
Other income received	2015-12-31	$-1,251
Net income (gross income less expenses)	2015-12-31	$11,760
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$132,090
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$120,330
2014 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$3,685
Expenses. Total of all expenses incurred	2014-12-31	$119,000
Benefits paid (including direct rollovers)	2014-12-31	$119,000
Total plan assets at end of year	2014-12-31	$120,330
Total plan assets at beginning of year	2014-12-31	$235,645
Value of fidelity bond covering the plan	2014-12-31	$50,000
Other income received	2014-12-31	$3,685
Net income (gross income less expenses)	2014-12-31	$-115,315
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$120,330
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$235,645
Assets. Value of participant loans	2014-12-31	$45,023
2013 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$9,641
Expenses. Total of all expenses incurred	2013-12-31	$85,733
Benefits paid (including direct rollovers)	2013-12-31	$84,000
Total plan assets at end of year	2013-12-31	$235,645
Total plan assets at beginning of year	2013-12-31	$311,737
Value of fidelity bond covering the plan	2013-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2013-12-31	$1,733
Other income received	2013-12-31	$9,641
Net income (gross income less expenses)	2013-12-31	$-76,092
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$235,645
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$311,737
2012 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$19,692
Expenses. Total of all expenses incurred	2012-12-31	$34,647
Benefits paid (including direct rollovers)	2012-12-31	$32,500
Total plan assets at end of year	2012-12-31	$311,737
Total plan assets at beginning of year	2012-12-31	$326,692
Value of fidelity bond covering the plan	2012-12-31	$50,000
Expenses. Other expenses not covered elsewhere	2012-12-31	$2,147
Other income received	2012-12-31	$19,692
Net income (gross income less expenses)	2012-12-31	$-14,955
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$311,737
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$326,692
2011 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$-9,081
Expenses. Total of all expenses incurred	2011-12-31	$5,746
Benefits paid (including direct rollovers)	2011-12-31	$5,746
Total plan assets at end of year	2011-12-31	$326,692
Total plan assets at beginning of year	2011-12-31	$341,519
Value of fidelity bond covering the plan	2011-12-31	$50,000
Total contributions received or receivable from participants	2011-12-31	$0
Contributions received from other sources (not participants or employers)	2011-12-31	$0
Other income received	2011-12-31	$-9,081
Net income (gross income less expenses)	2011-12-31	$-14,827
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$326,692
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$341,519
Total contributions received or receivable from employer(s)	2011-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2011-12-31	$0
2010 : WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$25,419
Expenses. Total of all expenses incurred	2010-12-31	$118,198
Benefits paid (including direct rollovers)	2010-12-31	$118,198
Total plan assets at end of year	2010-12-31	$341,519
Total plan assets at beginning of year	2010-12-31	$434,298
Value of fidelity bond covering the plan	2010-12-31	$50,000
Total contributions received or receivable from participants	2010-12-31	$0
Contributions received from other sources (not participants or employers)	2010-12-31	$0
Other income received	2010-12-31	$25,419
Noncash contributions received	2010-12-31	$0
Net income (gross income less expenses)	2010-12-31	$-92,779
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$341,519
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$434,298
Total contributions received or receivable from employer(s)	2010-12-31	$0
Value of certain deemed distributions of participant loans	2010-12-31	$0
Value of corrective distributions	2010-12-31	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2010-12-31	$0

Form 5500 Responses for WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN

2021: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Submission has been amended	No
2010-01-01	This submission is the final filing	No
2010-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-01-01	Plan is a collectively bargained plan	No
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: WELLINGTON MANAGEMENT GROUP, INC. 401(K) PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Potentially related plans

Was this data useful?

If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us. Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer

The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

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