Wellington Insurance Services, Inc 401(k) Plan (terminated 2021): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2021, when $11.5 million was transferred out of the plan. Assets moved to the TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN (sponsored by TRUIST FINANCIAL CORPORATION). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
See the TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN →Wellington Insurance Services, Inc 401(k) Login
Retirement plan providers can change. This information is from the plan's 2021 filing.
Wellington Insurance Services, Inc 401(k) Plan Facts (plan year 2021)
Source: Form 5500 for plan year 2021 (Jan 1, 2021 – May 18, 2021), filed Oct 15, 2021. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2021
- $1,500 went into the plan in contributions.
- $358,518 was paid out to participants.
- Investment and other income added $828,904.
How the Wellington Insurance Services, Inc 401(k) changed, 2016–2021
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2016 | 145 | $6.36 million | $199,856 | $222,000 |
| 2017 | 151 | $7.69 million | $237,708 | $903,136 |
| 2018 | 152 | $7.58 million | $214,349 | $371,160 |
| 2019 | 159 | $10.2 million | $227,075 | $90,682 |
| 2020 | 165 | $11.0 million | $267,822 | $1.48 million |
| 2021 (final) | 183 | $0 | — | $358,518 |
Wellington Insurance Services, Inc 401(k) Contact Information
Questions about the Wellington Insurance Services, Inc 401(k)
Is the Wellington Insurance Services, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2021. Its assets were transferred to the TRUIST FINANCIAL CORPORATION 401(K) SAVINGS PLAN.
Does Wellington Insurance Services, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Wellington Insurance Services, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Wellington Insurance Services, Inc 401(k) plan?
183 participants at the start of plan year 2021.
Who manages the Wellington Insurance Services, Inc 401(k) accounts?
Ascensus (listed on the filing as ASCENSUS LLC) is the plan's recordkeeper, which is where participants log in to see their balance.