2023 Form 5500 filing — Non-Contributory Retirement Program For Certain Employees Of Wellmark, Inc.
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 20241015130225NAL0014679075001) for Non-Contributory Retirement Program For Certain Employees Of Wellmark, Inc., reported by Wellmark, Inc. under EIN 35-2772844 and plan number 001. It reports 2,915 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015130225NAL0014679075001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Wellmark, Inc.
- EIN
- 35-2772844
- Plan number
- 001
- Location
- Des Moines, IA
- Participants
- 2,915
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $297,274,074
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $297,274,074
- Total income / additions
- $32,035,176
- Benefits paid
- $18,647,132
- Administrative expenses
- $3,048,749
- Total expenses
- $21,695,881
- Net increase / (decrease)
- $10,339,295
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Pimco Limited Partner | INVESTMENT MANAGEMENT | $453,985 | not reported in the loaded dataset |
| Wellington Trust Company | INVESTMENT MANAGEMENT | $378,866 | not reported in the loaded dataset |
| Canyon Partners LLC | INVESTMENT MANAGEMENT | $249,086 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $248,579 | not reported in the loaded dataset |
| Sweetwater Sec | INVESTMENT MANAGEMENT | $240,018 | not reported in the loaded dataset |
| Apollo Resources | INVESTMENT MANAGEMENT | $228,609 | not reported in the loaded dataset |
| Mercer | INVESTMENT ADVISORY | $200,309 | not reported in the loaded dataset |
| Cressy & Co | INVESTMENT MANAGEMENT | $196,612 | not reported in the loaded dataset |
| Castlelake Lp | INVESTMENT MANAGEMENT | $143,126 | not reported in the loaded dataset |
| Audax Capital Partmers | INVESTMENT MANAGEMENT | $113,903 | not reported in the loaded dataset |
| Svb Capital | INVESTMENT MANAGEMENT | $83,688 | not reported in the loaded dataset |
| Independent Francise | INVESTMENT MANAGEMENT | $69,730 | not reported in the loaded dataset |
| Related Re | INVESTMENT MANAGEMENT | $68,730 | not reported in the loaded dataset |
| Gso Capital Sol | INVESTMENT MANAGEMENT | $67,557 | not reported in the loaded dataset |
| Principal Custodial Solutions | TRUSTEE | $47,239 | not reported in the loaded dataset |
| Castlelake | INVESTMENT MANAGEMENT | $42,805 | not reported in the loaded dataset |
| Legal & General Invt Mgmt | INVESTMENT MANAGEMENT | $13,500 | not reported in the loaded dataset |