Wellington Trust Company Na is a firm that provides investment management and fiduciary trustee to nonprofit clients. They primarily provide their services regionally, with most clients in Colorado, Florida, Georgia, Massachusetts, Minnesota, New Hampshire, and Virginia (although they are present in other states as well).
Most Wellington Trust Company Na clients are hospitals, grantmaking foundations, direct life, health, and medical insurance carriers, and health and welfare funds with revenues ranging from $47 million to $1.0 billion.
Previous legal names, trade names, or just variations of their name include: Wellington; Wellington Trust Co Na; and Wellington Small Cap.
| Name | Type | Location | |
|---|---|---|---|
| 1 | Mary Hitchcock Memorial Hospital | 501(c)(3) | Lebanon, NH |
| 2 | SantaFe Healthcare | 501(c)(3) | Gainesville, FL |
| 3 | The Myron Stratton Home | 501(c)(3) | Colorado Springs, CO |
| 4 | Catholic United Financial | 501(c)(8) | Arden Hills, MN |
| 5 | The Vallee Foundation | 501(c)(3) | Cambridge, MA |
| 6 | Nba Players' Health and Welfare Benefit Plan | 501(c)(9) | North Chesterfield, VA |
| 7 | Emory Healthcare | 501(c)(3) | Atlanta, GA |
Competitors to Wellington Trust Company Na in the nonprofit sector include Fiduciary Investment Advisors, Prime Buchholz and Associates, Northwestern Mutual Investment Serv, Cambridge Investment Research Inc, Ameriprise Financial Services, Mma Securities LLC, Transamerica, Oneamerica Retirement Services LLC, Paychex, Inc., and Cambridge Investment Research.
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