Wellington Management Company LLP
Updated Filing received by DOL
Wellington Management Company LLP, a finance & insurance employer in Boston, Massachusetts, reported 2,439 participants in its health and welfare plan for plan year 2025. Its Form 5500 shows 10 insurance contracts with no premium reported and $264,655 in broker commissions and fees. The plan is a mix of insured and self-funded coverage. The Department of Labor received the filing on July 30, 2026, before the deadline.
Who was paid on Wellington Management Company LLP's plan
Schedule A, Part I lists each broker or agent paid on each insurance contract and the amount. Totals below add every contract Wellington Management Company LLP filed for 2025.
| Broker or agent | Commissions | Fees | Total | Contracts |
|---|---|---|---|---|
| Willis Towers Watson · Boston, MA | $109,906 | $0 | $109,906 | 4 |
| Watson Wyatt Insurance Consult · Wellesley Hill, MA | $81,972 | $0 | $81,972 | 3 |
| Foundation Risk Partners · Braintree, MA | $47,993 | $0 | $47,993 | 1 |
| First American Insurance Underwrite · Needham, MA | $24,398 | $0 | $24,398 | 1 |
| Gary Terry · Braintree, MA | $386 | $0 | $386 | 1 |
Source: DOL Form 5500 Schedule A, Part I (broker commissions and fees), plan year 2025, as published in EBSA's 2025 "Latest" dataset. Part I names whoever the carrier paid, which can be a firm or an individual agent; both are public record. Amounts exclude pay from carriers not tied to a listed contract.
Insurance contracts and carriers
Every insurance contract reported on Schedule A: carrier, what it covers, people covered at year end, earned premium, and broker compensation.
| Carrier · coverage | Covered | Premium | Broker pay | Rate |
|---|---|---|---|---|
| Unum Life Insurance Company of Americalife | 1,531 | — | $4,976 | — |
| Unum Life Insurance Company of Americacoverage not coded | 502 | — | $66,913 | — |
| Unum Life Insurance Company of Americalong-term disability | 1,922 | — | $10,083 | — |
| Zurich American Insurance Companycoverage not coded | 2,150 | — | $44,290 | — |
| Eyemed Vision Carevision | 3,544 | — | — | — |
| Cigna Health and Life Insurance Companyhealth, dental, vision | 38 | — | $29,250 | — |
| Reliastar Life Insurance Companycoverage not coded | 1,314 | — | $33,656 | — |
| Prudential Financial Inc.life | 267 | — | $72,777 | — |
| Zurich American Insurance Companycoverage not coded | — | — | $2,710 | — |
| Eyemed Vision Carevision | 110 | — | — | — |
Source: DOL Form 5500 Schedule A, plan year 2025. Self-funded medical coverage has no premium; amounts shown for it are stop-loss or administrative contracts.
How Wellington Management Company LLP compares
Medians across employers for plan year 2024, the most recent complete year. Commission rates use fully insured medical contracts only; dollar medians use every employer that disclosed broker pay.
Not computable: no insured medical premium on the filing.
Source: BenefitsLedger benchmarks from 58,547 employer health plans with 100 or more participants, plan year 2024. Methodology.
Year over year
| 2024 | 2025 | Change | |
|---|---|---|---|
| Participants | 2,441 | 2,439 | −0.1% |
| Premiums filed | $0 | $0 | not comparable |
| Broker commissions + fees | $279,041 | $264,655 | −5.2% |
| Commission rate | — | — | — |
Source: DOL Form 5500 filings for plan years 2024 and 2025.
Filings and timeliness
Plans this employer filed under its EIN with a health benefit code. Large plans are due seven months after the plan year ends, or two and a half months later with an extension; amended filings carry the amendment date, so no timing is asserted for them.
| Plan | Plan year end | Received by DOL | Timing | Participants |
|---|---|---|---|---|
| Wellington Management Company LLP Welfare Plan#511 · insurance, general assets | December 31, 2025 | July 30, 2026 | before deadline | 2,439 |
Source: DOL Form 5500 Part I and signature dates; "late" means received after the extended deadline (the 15th day of the tenth month after plan year end). What a late Form 5500 costs.
How much did Wellington Management Company LLP pay in health insurance broker commissions in 2025?
Wellington Management Company LLP's 2025 Form 5500 reports $264,655 in broker commissions and fees across 10 insurance contracts ($264,655 in commissions, $0 in fees), with Willis Towers Watson receiving the largest share.
Is Wellington Management Company LLP's health plan self-funded or fully insured?
The 2025 filing indicates the plan is a mix of insured and self-funded coverage. Medical coverage is written by Cigna Health and Life Insurance Company.
How does Wellington Management Company LLP's broker compensation compare with similar employers?
A commission-to-premium ratio cannot be computed for Wellington Management Company LLP because the filing does not report medical premium on Schedule A (usual for self-funded plans). In dollars, employers with 1,000-4,999 participants that disclosed broker pay reported a median of $168,579.
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Record built October 24, 2026 from U.S. Department of Labor, EBSA Form 5500 datasets (2025, 2024, 2023 plan years, 'Latest' files). Filings can run 7 to 10 months behind the plan year; always confirm against current plan documents. BenefitsLedger is not affiliated with the U.S. Department of Labor. Open the DOL filing search.