Wells Fargo & Company Retiree Plan — Form 5500 plan (Wells Fargo & Company)
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, Wells Fargo & Company Retiree Plan is a benefit plan reported by Wells Fargo & Company under EIN 41-0449260 and plan number 504. The latest loaded filing year is 2023. The filing reports 20,067 participants and $284,432,378 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Wells Fargo & Company
- EIN
- 41-0449260
- Plan number
- 504
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 20,067
- End-of-year plan assets
- $284,432,378
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 20,067 | H, C | 20241011210126NAL0011353299001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $284,432,378
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $284,432,378
- Net assets (BOY)
- $277,132,250
Income & contributions
- Employer contributions
- $1,446,910
- Participant contributions
- $38,499,141
- Total contributions
- $39,946,051
- Total income / additions
- $54,080,460
Expenses & distributions
- Benefits paid
- $45,083,988
- Administrative expenses
- $1,696,344
- Total expenses
- $46,780,332
- Net increase / (decrease)
- $7,300,128
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| United Health Care | NONE | $778,514 | $0 | 2023 |
| Wageworks | NONE | $286,941 | not reported in the loaded dataset | 2023 |
| Express Scripts | NONE | $189,621 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $121,500 | not reported in the loaded dataset | 2023 |
| Ddmn Aso, LLC | NONE | $44,111 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Wells Fargo & Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in San Francisco, CA
- United Health Care — Schedule C compensation
- Wageworks — Schedule C compensation
- Express Scripts — Schedule C compensation
- Kpmg Llp — Schedule C compensation
- Ddmn Aso, LLC — Schedule C compensation