Civic IQ
CONTRACTPENDING
Get alerts

Wellington Trust Company RFP issued for mandate review

Plymouth Housing Authority
Document date
Mar 28, 2025

The 30-second brief

What it covers

Plymouth Retirement Board is set to issue an RFP for Wellington Trust Company Opportunistic Investment mandate, valued at approximately $11 million, after 14 years due to underperformance, with potential reallocation of assets across the portfolio.

Who holds it

Wellington Trust holds this investment management contract with Plymouth Housing Authority. Its other public contracts on record include work for Town of Arlington and Plymouth village.

See every contract and contact at Plymouth Housing Authority.

See every contract

Free account · 30-second setup · No credit card

Contract details

Contract type
Investment Management
Document date
March 28, 2025
Term
NA
Vendor
Wellington Trust
Agency
Plymouth Housing Authority
Source document
plymouth-housing-authoritymeeting-minutes2025-03-28_cd3.pdf (Meeting Minutes)

Wellington Trust's other public contracts

Town of Arlington, MassachusettsRetirement Board to Review Wellington Trust Statements · Apr 28, 2026UndisclosedPlymouth village, NebraskaWellington Trust Company RFP issuance for investment management · Mar 28, 2025UndisclosedPlymouth Housing Authority, North CarolinaWellington Investment mandate to face RFP process · Mar 28, 2025UndisclosedTown of North Salem, New YorkStormwater Facility Agreement Signed with Wellington Trust · Jun 22, 2021UndisclosedAll Wellington Trust contractsVendor profile

More Plymouth Housing Authority contracts

State PoliceState Police hangar lease vote pending approval · Aug 6, 2026UndisclosedCollins CenterCollins Center assists airport manager hiring process · Aug 6, 2026UndisclosedDubois & KingDubois & King to review runway, CIP projects · Aug 6, 2026UndisclosedCafé BrioCafé Brio Wins Common Victualler License · Aug 4, 2026UndisclosedBlack Lantern TavernBoard to Weigh One-Day License for Black Lantern · Aug 4, 2026UndisclosedAll Plymouth Housing Authority activityAgency profile

Questions about this contract

Who was awarded the investment management contract by Plymouth Housing Authority?

Wellington Trust was awarded this investment management contract by Plymouth Housing Authority, as recorded on March 28, 2025.

What type of contract is this?

This is a Investment Management contract, documented as a meeting minutes record.

Where was this contract approved?

This contract appears in plymouth-housing-authoritymeeting-minutes2025-03-28_cd3.pdf (Meeting Minutes), dated March 28, 2025 from Plymouth Housing Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Wellington Trust hold?

Wellington Trust may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

Show 1 more question

What is Plymouth Housing Authority currently buying?

Explore Plymouth Housing Authority's vendors, signed contracts, and active RFPs on their Civic IQ agency profile.

Work in government? Get Civic IQ free →
More Plymouth Housing Authority contracts →Browse all agencies in Massachusetts →