Wells Fargo & Co Health Plan (For Eligible Active Employees & Their Dependents) — 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 & Co Health Plan (For Eligible Active Employees & Their Dependents) is a benefit plan reported by Wells Fargo & Company under EIN 41-0449260 and plan number 537. The latest loaded filing year is 2023. The filing reports 176,012 participants and $1,939,972 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
- 537
- Plan type
- 2
- Location
- San Francisco, CA
- Latest filing year
- 2023
- Participants
- 176,012
- End-of-year plan assets
- $1,939,972
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 176,012 | H, C | 20241011203950NAL0022650497001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,939,972
- Total liabilities (EOY)
- $4,325,354
- Net assets (EOY)
- -$2,385,382
- Net assets (BOY)
- $19,565,729
Income & contributions
- Employer contributions
- $1,864,672,128
- Participant contributions
- $676,330,949
- Total contributions
- $2,541,003,077
- Total income / additions
- $2,546,278,434
Expenses & distributions
- Benefits paid
- $2,423,348,985
- Administrative expenses
- $144,880,560
- Total expenses
- $2,568,229,545
- Net increase / (decrease)
- -$21,951,111
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $40,780,246 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $35,847,462 | $0 | 2023 |
| Express Scripts | NONE | $31,239,311 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $28,277,932 | not reported in the loaded dataset | 2023 |
| Ddmn Aso, LLC | NONE | $4,123,972 | not reported in the loaded dataset | 2023 |
| Included Health, Inc. | NONE | $3,971,442 | not reported in the loaded dataset | 2023 |
| Vision Service Plan (Vsp) | NONE | $515,945 | not reported in the loaded dataset | 2023 |
| Kpmg Llp | NONE | $121,500 | 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
- Anthem Insurance Companies, Inc. — Schedule C compensation
- United Healthcare — Schedule C compensation
- Express Scripts — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Ddmn Aso, LLC — Schedule C compensation
- Included Health, Inc. — Schedule C compensation
- Vision Service Plan (Vsp) — Schedule C compensation
- Kpmg Llp — Schedule C compensation