2023 Form 5500 filing — Walmart Inc. Associates' Health And Welfare Plan
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 20241015212802NAL0017245107001) for Walmart Inc. Associates' Health And Welfare Plan, reported by Walmart Inc. under EIN 71-0415188 and plan number 501. It reports 1,620,890 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015212802NAL0017245107001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Walmart Inc.
- EIN
- 71-0415188
- Plan number
- 501
- Location
- Bentonville, AR
- Participants
- 1,620,890
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $890,109,833
- Total liabilities (EOY)
- $818,166,479
- Net assets (EOY)
- $71,943,354
- Employer contributions
- $4,817,521,169
- Participant contributions
- $1,910,853,244
- Total income / additions
- $6,729,305,041
- Benefits paid
- $6,365,357,541
- Administrative expenses
- $360,661,999
- Total expenses
- $6,726,019,540
- Net increase / (decrease)
- $3,285,501
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Arkansas Blue Cross And Blue Shield | NONE | $214,889,636 | not reported in the loaded dataset |
| Aetna | NONE | $35,504,315 | not reported in the loaded dataset |
| Sedgwick | NONE | $32,035,298 | not reported in the loaded dataset |
| Optumrx | NONE | $22,080,077 | not reported in the loaded dataset |
| Umr | NONE | $18,165,395 | not reported in the loaded dataset |
| Delta Dental Of Ar | NONE | $10,248,235 | not reported in the loaded dataset |
| Health Design Plus | NONE | $7,659,799 | not reported in the loaded dataset |
| Healthscope | NONE | $7,155,114 | not reported in the loaded dataset |
| Benefit Recovery, Inc. | NONE | $2,741,353 | not reported in the loaded dataset |
| Mcs Life Insurance Co | NONE | $2,650,463 | not reported in the loaded dataset |
| Healthcare Horizons | NONE | $2,210,108 | not reported in the loaded dataset |
| Conexis Benefit Administrators | NONE | $1,954,439 | not reported in the loaded dataset |
| Vcg Consultants | NONE | $1,864,964 | not reported in the loaded dataset |
| Verisk Health | NONE | $1,020,000 | not reported in the loaded dataset |
| Mc-21 LLC | NONE | $322,204 | not reported in the loaded dataset |
| Dental Pr | NONE | $112,659 | not reported in the loaded dataset |
| Jpmorgan Bank | NONE | $47,940 | not reported in the loaded dataset |