Contractor
Wellington Management Company
5 customers • 14 returns • Latest tax year 2024 • Boston, MA
Investment ManagementInvestment ConsultingInvestment MgmtAsset Manager ServicesInvestment Management Services
Customers
5
Returns
14
Total Compensation
$8,542,133
Customers
| Organization | EIN | Returns | Latest Year | Services | Compensation |
|---|---|---|---|---|---|
| Young Men'S Christian Association Retirement Fund | 13-5562401 | 3 | 2016 | Investment Management | $5,853,568 |
| Davis Educational Foundation | 04-2864042 | 7 | 2023 | Investment Consulting • Investment Management | $952,501 |
| Northwest Carpenters Health and Security | 91-6029049 | 2 | 2023 | Investment Mgmt | $914,773 |
| First Catholic Slovak Ladies Association | 34-0220540 | 1 | 2024 | Asset Manager Services | $681,174 |
| United Transportation Union Insurance Association | 23-7131460 | 1 | 2024 | Investment Management Services | $140,117 |
Returns
| Tax Year | Organization | Type | Services | Location | Compensation | Return |
|---|---|---|---|---|---|---|
| 2024 | First Catholic Slovak Ladies Association | 990 | Asset Manager Services | 100 FEDERAL STREET, Boston, MA 02210 | $681,174 | View return |
| 2024 | United Transportation Union Insurance Association | 990 | Investment Management Services | PO Box 412416, Boston, MA 02241 | $140,117 | View return |
| 2023 | Northwest Carpenters Health and Security | 990 | Investment Mgmt | 280 Congress St, Boston, MA 02210 | $352,453 | View return |
| 2023 | Davis Educational Foundation | 990 | Investment Management | 280 CONGRESS ST, Boston, MA 02210 | $150,552 | View return |
| 2022 | Northwest Carpenters Health and Security | 990 | Investment Mgmt | 280 Congress St, Boston, MA 02210 | $562,320 | View return |
| 2022 | Davis Educational Foundation | 990 | Investment Management | 280 Congress Street, Boston, MA 02210 | $163,137 | View return |
| 2021 | Davis Educational Foundation | 990 | Investment Management | 280 Congress Street, Boston, MA 02210 | $164,570 | View return |
| 2020 | Davis Educational Foundation | 990 | Investment Consulting | 280 Congress Street, Boston, MA 02210 | $119,269 | View return |
| 2019 | Davis Educational Foundation | 990 | Investment Consulting | 280 Congress Street, Boston, MA 02210 | $100,545 | View return |
| 2018 | Davis Educational Foundation | 990 | Investment Consulting | 280 Congress Street, Boston, MA 02210 | $121,541 | View return |
| 2017 | Davis Educational Foundation | 990 | Investment Consulting | 280 Congress Street, Boston, MA 02210 | $132,887 | View return |
| 2016 | Young Men'S Christian Association Retirement Fund | 990 | Investment Management | 280 Congress Street, Boston, MA 02210 | $2,156,081 | View return |
| 2015 | Young Men'S Christian Association Retirement Fund | 990 | Investment Management | 280 CONGRESS STREET, Boston, MA 02210 | $1,313,107 | View return |
| 2014 | Young Men'S Christian Association Retirement Fund | 990 | Investment Management | 280 CONGRESS STREET, Boston, MA 02210 | $2,384,380 | View return |