2023 Form 5500 filing — Wells Fargo & Company Retiree Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011210126NAL0011353299001) for Wells Fargo & Company Retiree Plan, reported by Wells Fargo & Company under EIN 41-0449260 and plan number 504. It reports 20,067 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011210126NAL0011353299001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wells Fargo & Company
- EIN
- 41-0449260
- Plan number
- 504
- Location
- San Francisco, CA
- Participants
- 20,067
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $284,432,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $284,432,378
- Employer contributions
- $1,446,910
- Participant contributions
- $38,499,141
- Total income / additions
- $54,080,460
- Benefits paid
- $45,083,988
- Administrative expenses
- $1,696,344
- Total expenses
- $46,780,332
- Net increase / (decrease)
- $7,300,128
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| United Health Care | NONE | $778,514 | $0 |
| Wageworks | NONE | $286,941 | not reported in the loaded dataset |
| Express Scripts | NONE | $189,621 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $121,500 | not reported in the loaded dataset |
| Ddmn Aso, LLC | NONE | $44,111 | not reported in the loaded dataset |