2023 Form 5500 filing — Wells Fargo & Co Health Plan (For Eligible Active Employees & Their Dependents)
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 20241011203950NAL0022650497001) for Wells Fargo & Co Health Plan (For Eligible Active Employees & Their Dependents), reported by Wells Fargo & Company under EIN 41-0449260 and plan number 537. It reports 176,012 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011203950NAL0022650497001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wells Fargo & Company
- EIN
- 41-0449260
- Plan number
- 537
- Location
- San Francisco, CA
- Participants
- 176,012
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,939,972
- Total liabilities (EOY)
- $4,325,354
- Net assets (EOY)
- -$2,385,382
- Employer contributions
- $1,864,672,128
- Participant contributions
- $676,330,949
- Total income / additions
- $2,546,278,434
- Benefits paid
- $2,423,348,985
- Administrative expenses
- $144,880,560
- Total expenses
- $2,568,229,545
- Net increase / (decrease)
- -$21,951,111
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Anthem Insurance Companies, Inc. | NONE | $40,780,246 | not reported in the loaded dataset |
| United Healthcare | NONE | $35,847,462 | $0 |
| Express Scripts | NONE | $31,239,311 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $28,277,932 | not reported in the loaded dataset |
| Ddmn Aso, LLC | NONE | $4,123,972 | not reported in the loaded dataset |
| Included Health, Inc. | NONE | $3,971,442 | not reported in the loaded dataset |
| Vision Service Plan (Vsp) | NONE | $515,945 | not reported in the loaded dataset |
| Kpmg Llp | NONE | $121,500 | not reported in the loaded dataset |