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  5. Wellington Management, Inc.

Wellington Management, Inc.

Company Details

Name: Wellington Management, Inc.
Jurisdiction: Minnesota
Legal type: Business Corporation (Domestic)
Status: Active / In Good Standing
Date formed: 14 Dec 1984 (40 years ago)
Company Number: 5ab598da-b4d4-e011-a886-001ec94ffe7f
File Number: 4U-918
Registered Office Address: 1625 Energy Park Drv #100, St Paul, MN 55108, USA
Principal Executive Office Address: 1625 ENERGY PARK DR STE 100, SAINT PAUL, MN 55108–2735, USA
ZIP code: 55108
County: Ramsey County
Place of Formation: Minnesota

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2023 411505814 2024-08-01 WELLINGTON MANAGEMENT INC. 57
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531390
Sponsor’s telephone number 6519995536
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2024-08-01
Name of individual signing CASEY DZIEWECZYNSKI
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2023 411505814 2024-08-01 WELLINGTON MANAGEMENT INC. 57
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531390
Sponsor’s telephone number 6519995536
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2024-08-01
Name of individual signing CASEY DZIEWECZYNSKI
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2022 411505814 2023-06-15 WELLINGTON MANAGEMENT INC. 48
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531390
Sponsor’s telephone number 6519995525
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2023-06-15
Name of individual signing CAROL MELDAHL
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2021 411505814 2022-09-01 WELLINGTON MANAGEMENT INC. 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531390
Sponsor’s telephone number 6519995525
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2022-09-01
Name of individual signing CAROL MUNSON
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2020 411505814 2021-09-16 WELLINGTON MANAGEMENT INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531390
Sponsor’s telephone number 6519995525
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2021-09-16
Name of individual signing CAROL MUNSON
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2019 411505814 2020-06-16 WELLINGTON MANAGEMENT INC. 38
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531310
Sponsor’s telephone number 6519995525
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2020-06-16
Name of individual signing CAROL MUNSON
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2018 411505814 2019-05-07 WELLINGTON MANAGEMENT INC. 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531310
Sponsor’s telephone number 6512929844
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2019-05-07
Name of individual signing CAROL MUNSON
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2017 411505814 2018-07-10 WELLINGTON MANAGEMENT INC. 39
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531310
Sponsor’s telephone number 6512929844
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2018-07-10
Name of individual signing CAROL MUNSON
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2016 411505814 2017-06-14 WELLINGTON MANAGEMENT INC. 36
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531310
Sponsor’s telephone number 6512929844
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2017-06-14
Name of individual signing CAROL MUNSON
Valid signature Filed with authorized/valid electronic signature
WELLINGTON MANAGEMENT INC. 401K RETIREMENT PLAN 2015 411505814 2016-08-22 WELLINGTON MANAGEMENT INC. 34
File View Page
Three-digit plan number (PN) 001
Effective date of plan 1998-01-01
Business code 531310
Sponsor’s telephone number 6512929844
Plan sponsor’s address 1625 ENERGY PARK DRIVE SUITE 100, ST. PAUL, MN, 55108

Signature of
Role Plan administrator
Date 2016-08-22
Name of individual signing CAROL MUNSON
Valid signature Filed with authorized/valid electronic signature

Chief Executive Officer

Name Role Address
Stephen B Wellington, Jr Chief Executive Officer 1625 ENERGY PARK DR STE 100, SAINT PAUL, MN 55108–2735, USA

Filing

Filing Name Filing date
Registered Office and/or Agent - Business Corporation (Domestic) 1988-11-08
Business Corporation (Domestic) Business Name (Business Name: Wellington Management, Inc.) 1984-12-21
Original Filing - Business Corporation (Domestic) 1984-12-14
Business Corporation (Domestic) Business Name (Business Name: Wellington Management Company) 1984-12-14

Related by officers

Stephen B Wellington, Jr

Penn-Lowry Crossing II LLC BCV LLC Pitch II LLC CLYDESDALE MARKET LLC Energy Park Five Limited Corcoran Triangle LLC Village on Main LLC Energy Park Five Limited Lilac Drive LLC

Related by address

1625 Energy Park Drv #100, St Paul, MN 55108, USA

Penn-Lowry Crossing II LLC Cardigan Investments, LLC Pilot Knob LLC Valley Creek Mall, LLC Coon Rapids Boulevard LLC Corcoran Triangle Limited Partnership Lilac Drive LLC RBP Realty II, LLC Eastern Heights LLC Eastern Heights LLC

1625 ENERGY PARK DR STE 100, SAINT PAUL, MN 55108–2735, USA

Penn-Lowry Crossing II LLC Penn-Lowry Crossing LLC Bandana LLC Cardigan Investments, LLC BCV LLC Pilot Knob LLC Pitch II LLC Plymouth Corporate, LLC CLYDESDALE MARKET LLC Broadway Penn LLC

Date of last update: 14 Jan 2025

Sources: Minnesota's Official State Website

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