Plans listing this provider
19
0.03% of the 56,420 plans with Schedule H financials; 21 in 2023
Providers › Wellington Trust Co., NA
Wellington Trust Co., NA
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $0
Assets of those plans
$697,540,777
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$0
0% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 19 | Custodial (securities) | 19 |
| 52 | Investment management fees paid indirectly by plan | 19 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Restated Thrift/profit Sharing Plan for Cooperatives | Ag Processing Inc a cooperative | $187,487,139 | 1,631 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | New Cooperative | $113,541,715 | 1,436 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Heartland Co-op | $55,019,027 | 739 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Cooperative Farmers Elevator | $47,916,174 | 434 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | River Valley Cooperative | $44,250,971 | 591 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Gold-eagle Cooperative | $39,601,956 | 416 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Innovative AG Services | $38,092,588 | 475 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Nexus Cooperative | $31,358,814 | 353 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Stateline Cooperative | $20,381,191 | 192 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Western Consolidated Co-op | $16,916,089 | 110 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | New Vision Co-op | $16,221,427 | 233 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Pro Cooperative | $16,052,388 | 227 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Five Star Cooperative | $14,021,548 | 211 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Farmers WIN Cooperative | $13,490,077 | 224 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Mid Iowa Coop | $12,498,203 | 144 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Kanza Cooperative Association | $11,531,790 | 240 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Farm Service Cooperative | $10,320,479 | 141 | $0 |
| The Restated Thrift/profit Sharing Plan for Cooperatives | Ray-carroll County Grain Growers | $8,839,201 | 178 | $0 |
| The Restated Thrift/profit Sharing Plan | Northern Country Cooperative | $0 | 0 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.