Civic Intelligence

The Wellington Group LLC

Plan context: The Wellington Group LLC Employees Savings Trust

EIN 34-1953496 • Independence, OH • 22 filings • 1 plans

6133 Rockside Rd.Suite 205Independence, OH 44131
Current Snapshot

Latest Year

2024

2024 Participants

5

2024 Assets

$640,377

2024 Contributions

$16,134

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$640,377$320,189$0200220142024YearValue
$640,377Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

27140200220142024YearValue
5Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202415$640,377$16,134$3,227iApproximate average salary by contribution assumption: employee only about $80,670 at 4% or $53,780 at 6%; with 50% employer match about $53,780 at 4% or $35,853 at 6%; with 100% employer match about $40,335 at 4% or $26,890 at 6%.
The Wellington Group LLC Employees Savings Trust-5$640,377$16,134$3,227iApproximate average salary by contribution assumption: employee only about $80,670 at 4% or $53,780 at 6%; with 50% employer match about $53,780 at 4% or $35,853 at 6%; with 100% employer match about $40,335 at 4% or $26,890 at 6%.
202315$583,447$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
The Wellington Group LLC Employees Savings Trust-5$583,447$3,600$720iApproximate average salary by contribution assumption: employee only about $18,000 at 4% or $12,000 at 6%; with 50% employer match about $12,000 at 4% or $8,000 at 6%; with 100% employer match about $9,000 at 4% or $6,000 at 6%.
202215$499,767$0-
The Wellington Group LLC Employees Savings Trust-5$499,767--
202115$601,246$0-
The Wellington Group LLC Employees Savings Trust-5$601,246--
202016$531,225$0-
The Wellington Group LLC Employees Savings Trust-6$531,225--
201916$444,811$0-
The Wellington Group LLC Employees Savings Trust-6$444,811--
201818$539,884$0-
The Wellington Group LLC Employees Savings Trust-8$539,884--
201718$568,469$5,449$681iApproximate average salary by contribution assumption: employee only about $17,028 at 4% or $11,352 at 6%; with 50% employer match about $11,352 at 4% or $7,568 at 6%; with 100% employer match about $8,514 at 4% or $5,676 at 6%.
The Wellington Group LLC Employees Savings Trust-8$568,469$5,449$681iApproximate average salary by contribution assumption: employee only about $17,028 at 4% or $11,352 at 6%; with 50% employer match about $11,352 at 4% or $7,568 at 6%; with 100% employer match about $8,514 at 4% or $5,676 at 6%.
201617$461,749$15,227$2,175iApproximate average salary by contribution assumption: employee only about $54,382 at 4% or $36,255 at 6%; with 50% employer match about $36,255 at 4% or $24,170 at 6%; with 100% employer match about $27,191 at 4% or $18,127 at 6%.
The Wellington Group LLC Employees Savings Trust-7$461,749$15,227$2,175iApproximate average salary by contribution assumption: employee only about $54,382 at 4% or $36,255 at 6%; with 50% employer match about $36,255 at 4% or $24,170 at 6%; with 100% employer match about $27,191 at 4% or $18,127 at 6%.
201517$425,946$39,370$5,624iApproximate average salary by contribution assumption: employee only about $140,607 at 4% or $93,738 at 6%; with 50% employer match about $93,738 at 4% or $62,492 at 6%; with 100% employer match about $70,304 at 4% or $46,869 at 6%.
The Wellington Group LLC Employees Savings Trust-7$425,946$39,370$5,624iApproximate average salary by contribution assumption: employee only about $140,607 at 4% or $93,738 at 6%; with 50% employer match about $93,738 at 4% or $62,492 at 6%; with 100% employer match about $70,304 at 4% or $46,869 at 6%.
201419$544,602$33,600$3,733iApproximate average salary by contribution assumption: employee only about $93,333 at 4% or $62,222 at 6%; with 50% employer match about $62,222 at 4% or $41,481 at 6%; with 100% employer match about $46,667 at 4% or $31,111 at 6%.
The Wellington Group LLC Employees Savings Trust-9$544,602$33,600$3,733iApproximate average salary by contribution assumption: employee only about $93,333 at 4% or $62,222 at 6%; with 50% employer match about $62,222 at 4% or $41,481 at 6%; with 100% employer match about $46,667 at 4% or $31,111 at 6%.
2013110$547,582$58,431$5,843iApproximate average salary by contribution assumption: employee only about $146,078 at 4% or $97,385 at 6%; with 50% employer match about $97,385 at 4% or $64,923 at 6%; with 100% employer match about $73,039 at 4% or $48,693 at 6%.
The Wellington Group LLC Employees Savings Trust-10$547,582$58,431$5,843iApproximate average salary by contribution assumption: employee only about $146,078 at 4% or $97,385 at 6%; with 50% employer match about $97,385 at 4% or $64,923 at 6%; with 100% employer match about $73,039 at 4% or $48,693 at 6%.
2012110$402,025$54,950$5,495iApproximate average salary by contribution assumption: employee only about $137,375 at 4% or $91,583 at 6%; with 50% employer match about $91,583 at 4% or $61,056 at 6%; with 100% employer match about $68,688 at 4% or $45,792 at 6%.
The Wellington Group LLC Employees Savings Trust-10$402,025$54,950$5,495iApproximate average salary by contribution assumption: employee only about $137,375 at 4% or $91,583 at 6%; with 50% employer match about $91,583 at 4% or $61,056 at 6%; with 100% employer match about $68,688 at 4% or $45,792 at 6%.
201117$303,777$46,903$6,700iApproximate average salary by contribution assumption: employee only about $167,511 at 4% or $111,674 at 6%; with 50% employer match about $111,674 at 4% or $74,449 at 6%; with 100% employer match about $83,755 at 4% or $55,837 at 6%.
The Wellington Group LLC Employees Savings Trust-7$303,777$46,903$6,700iApproximate average salary by contribution assumption: employee only about $167,511 at 4% or $111,674 at 6%; with 50% employer match about $111,674 at 4% or $74,449 at 6%; with 100% employer match about $83,755 at 4% or $55,837 at 6%.
201017$259,587$10,496$1,499iApproximate average salary by contribution assumption: employee only about $37,486 at 4% or $24,990 at 6%; with 50% employer match about $24,990 at 4% or $16,660 at 6%; with 100% employer match about $18,743 at 4% or $12,495 at 6%.
The Wellington Group LLC Employees Savings Trust-7$259,587$10,496$1,499iApproximate average salary by contribution assumption: employee only about $37,486 at 4% or $24,990 at 6%; with 50% employer match about $24,990 at 4% or $16,660 at 6%; with 100% employer match about $18,743 at 4% or $12,495 at 6%.
200919$227,888$10,346$1,150iApproximate average salary by contribution assumption: employee only about $28,739 at 4% or $19,159 at 6%; with 50% employer match about $19,159 at 4% or $12,773 at 6%; with 100% employer match about $14,369 at 4% or $9,580 at 6%.
The Wellington Group LLC Employees Savings Trust-9$227,888$10,346$1,150iApproximate average salary by contribution assumption: employee only about $28,739 at 4% or $19,159 at 6%; with 50% employer match about $19,159 at 4% or $12,773 at 6%; with 100% employer match about $14,369 at 4% or $9,580 at 6%.
200716$237,872$8,165$1,361iApproximate average salary by contribution assumption: employee only about $34,021 at 4% or $22,681 at 6%; with 50% employer match about $22,681 at 4% or $15,120 at 6%; with 100% employer match about $17,010 at 4% or $11,340 at 6%.
The Wellington Group LLC Employees Savings Trust-6$237,872$8,165$1,361iApproximate average salary by contribution assumption: employee only about $34,021 at 4% or $22,681 at 6%; with 50% employer match about $22,681 at 4% or $15,120 at 6%; with 100% employer match about $17,010 at 4% or $11,340 at 6%.
200619$316,308$52,844$5,872iApproximate average salary by contribution assumption: employee only about $146,789 at 4% or $97,859 at 6%; with 50% employer match about $97,859 at 4% or $65,240 at 6%; with 100% employer match about $73,394 at 4% or $48,930 at 6%.
The Wellington Group LLC Employees Savings Trust-9$316,308$52,844$5,872iApproximate average salary by contribution assumption: employee only about $146,789 at 4% or $97,859 at 6%; with 50% employer match about $97,859 at 4% or $65,240 at 6%; with 100% employer match about $73,394 at 4% or $48,930 at 6%.
2005114$262,103$66,822$4,773iApproximate average salary by contribution assumption: employee only about $119,325 at 4% or $79,550 at 6%; with 50% employer match about $79,550 at 4% or $53,033 at 6%; with 100% employer match about $59,663 at 4% or $39,775 at 6%.
The Wellington Group LLC Employees Savings Trust-14$262,103$66,822$4,773iApproximate average salary by contribution assumption: employee only about $119,325 at 4% or $79,550 at 6%; with 50% employer match about $79,550 at 4% or $53,033 at 6%; with 100% employer match about $59,663 at 4% or $39,775 at 6%.
2004114$301,776$105,507$7,536iApproximate average salary by contribution assumption: employee only about $188,405 at 4% or $125,604 at 6%; with 50% employer match about $125,604 at 4% or $83,736 at 6%; with 100% employer match about $94,203 at 4% or $62,802 at 6%.
The Wellington Group LLC Employees Savings Trust-14$301,776$105,507$7,536iApproximate average salary by contribution assumption: employee only about $188,405 at 4% or $125,604 at 6%; with 50% employer match about $125,604 at 4% or $83,736 at 6%; with 100% employer match about $94,203 at 4% or $62,802 at 6%.
2003126$212,839$105,677$4,065iApproximate average salary by contribution assumption: employee only about $101,613 at 4% or $67,742 at 6%; with 50% employer match about $67,742 at 4% or $45,161 at 6%; with 100% employer match about $50,806 at 4% or $33,871 at 6%.
The Wellington Group LLC Employees Savings Trust-26$212,839$105,677$4,065iApproximate average salary by contribution assumption: employee only about $101,613 at 4% or $67,742 at 6%; with 50% employer match about $67,742 at 4% or $45,161 at 6%; with 100% employer match about $50,806 at 4% or $33,871 at 6%.
2002127$78,204$82,646$3,061iApproximate average salary by contribution assumption: employee only about $76,524 at 4% or $51,016 at 6%; with 50% employer match about $51,016 at 4% or $34,011 at 6%; with 100% employer match about $38,262 at 4% or $25,508 at 6%.
The Wellington Group LLC Employees Savings Trust-27$78,204$82,646$3,061iApproximate average salary by contribution assumption: employee only about $76,524 at 4% or $51,016 at 6%; with 50% employer match about $51,016 at 4% or $34,011 at 6%; with 100% employer match about $38,262 at 4% or $25,508 at 6%.