Plan5500

Non-Contributory Retirement Program For Certain Employees Of Wellmark, Inc. — Form 5500 plan (Wellmark, Inc.)

Plain-English plan 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, Non-Contributory Retirement Program For Certain Employees Of Wellmark, Inc. is a benefit plan reported by Wellmark, Inc. under EIN 35-2772844 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,915 participants and $297,274,074 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wellmark, Inc.
EIN
35-2772844
Plan number
001
Plan type
2
Location
Des Moines, IA
Latest filing year
2023
Participants
2,915
End-of-year plan assets
$297,274,074

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,915H, C20241015130225NAL0014679075001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$297,274,074
Total liabilities (EOY)
$0
Net assets (EOY)
$297,274,074
Net assets (BOY)
$286,934,779

Income & contributions

Total contributions
$0
Total income / additions
$32,035,176

Expenses & distributions

Benefits paid
$18,647,132
Administrative expenses
$3,048,749
Total expenses
$21,695,881
Net increase / (decrease)
$10,339,295

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pimco Limited PartnerINVESTMENT MANAGEMENT$453,985not reported in the loaded dataset2023
Wellington Trust CompanyINVESTMENT MANAGEMENT$378,866not reported in the loaded dataset2023
Canyon Partners LLCINVESTMENT MANAGEMENT$249,086not reported in the loaded dataset2023
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$248,579not reported in the loaded dataset2023
Sweetwater SecINVESTMENT MANAGEMENT$240,018not reported in the loaded dataset2023
Apollo ResourcesINVESTMENT MANAGEMENT$228,609not reported in the loaded dataset2023
MercerINVESTMENT ADVISORY$200,309not reported in the loaded dataset2023
Cressy & CoINVESTMENT MANAGEMENT$196,612not reported in the loaded dataset2023
Castlelake LpINVESTMENT MANAGEMENT$143,126not reported in the loaded dataset2023
Audax Capital PartmersINVESTMENT MANAGEMENT$113,903not reported in the loaded dataset2023
Svb CapitalINVESTMENT MANAGEMENT$83,688not reported in the loaded dataset2023
Independent FranciseINVESTMENT MANAGEMENT$69,730not reported in the loaded dataset2023
Related ReINVESTMENT MANAGEMENT$68,730not reported in the loaded dataset2023
Gso Capital SolINVESTMENT MANAGEMENT$67,557not reported in the loaded dataset2023
Principal Custodial SolutionsTRUSTEE$47,239not reported in the loaded dataset2023
CastlelakeINVESTMENT MANAGEMENT$42,805not reported in the loaded dataset2023
Legal & General Invt MgmtINVESTMENT MANAGEMENT$13,500not reported in the loaded dataset2023

Related Form 5500 pages