2023 Form 5500 filing — Wellmark, Inc. Savings And Investment 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 20241015130436NAL0049521296001) for Wellmark, Inc. Savings And Investment Plan, reported by Wellmark, Inc. under EIN 42-0318333 and plan number 002. It reports 2,266 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$410.2MReported net assets$410,163,934
Participants2.3K2,266
Provider compensation$201.9K2 Schedule C row(s)$201,876
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015130436NAL0049521296001
- Plan sponsor
- Wellmark, Inc.
- EIN
- 42-0318333
- Plan number
- 002
- Location
- Des Moines, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$410.2M total assets
Net assets$410.2MLiabilities$0
Full reported line items
- Total assets (EOY)
- $410,163,934
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $410,163,934
- Employer contributions
- $9,384,797
- Participant contributions
- $19,673,681
- Total income / additions
- $101,321,651
- Benefits paid
- $23,713,355
- Administrative expenses
- $202,178
- Total expenses
- $23,930,210
- Net increase / (decrease)
- $77,391,441
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $181,299 | $0 |
| Mercer | NONE | $20,577 | not reported in the loaded dataset |