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Wellington Insurance Services 401(k)

Wellington Insurance Services, Inc., Fort Worth TX. Employer ID 452968825, plan number 001. Annual reports on file for 2012 to 2021.

Where the money went

Plans that moved money into this one:

• 2012: money from Wellington Employee Benefit 401(k) Profit Sharing Plan & Trust moved in.

1. Filed 2012-2021Wellington Insurance Services 401(k), Wellington Insurance Services, Inc.
2. 2021Assets transferred to Truist Financial Corporation 401(k) Savings Plan
3. TodayTruist Financial Corporation 401(k) Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2025 filing.

Events in the filings

• 2021: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
• 2021: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.
• 2021: The employer decided to close the plan.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.