Walmart Inc. Associates' Health And Welfare Plan — Form 5500 plan (Walmart Inc.)

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, Walmart Inc. Associates' Health And Welfare Plan is a benefit plan reported by Walmart Inc. under EIN 71-0415188 and plan number 501. The latest loaded filing year is 2023. The filing reports 1,620,890 participants and $890,109,833 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Walmart Inc.
EIN
71-0415188
Plan number
501
Plan type
2
Location
Bentonville, AR
Latest filing year
2023
Participants
1,620,890
End-of-year plan assets
$890,109,833

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,620,890H, C20241015212802NAL0017245107001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$890,109,833
Total liabilities (EOY)
$818,166,479
Net assets (EOY)
$71,943,354
Net assets (BOY)
$68,657,853

Income & contributions

Employer contributions
$4,817,521,169
Participant contributions
$1,910,853,244
Total contributions
$6,728,374,413
Total income / additions
$6,729,305,041

Expenses & distributions

Benefits paid
$6,365,357,541
Administrative expenses
$360,661,999
Total expenses
$6,726,019,540
Net increase / (decrease)
$3,285,501

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Arkansas Blue Cross And Blue ShieldNONE$214,889,636not reported in the loaded dataset2023
AetnaNONE$35,504,315not reported in the loaded dataset2023
SedgwickNONE$32,035,298not reported in the loaded dataset2023
OptumrxNONE$22,080,077not reported in the loaded dataset2023
UmrNONE$18,165,395not reported in the loaded dataset2023
Delta Dental Of ArNONE$10,248,235not reported in the loaded dataset2023
Health Design PlusNONE$7,659,799not reported in the loaded dataset2023
HealthscopeNONE$7,155,114not reported in the loaded dataset2023
Benefit Recovery, Inc.NONE$2,741,353not reported in the loaded dataset2023
Mcs Life Insurance CoNONE$2,650,463not reported in the loaded dataset2023
Healthcare HorizonsNONE$2,210,108not reported in the loaded dataset2023
Conexis Benefit AdministratorsNONE$1,954,439not reported in the loaded dataset2023
Vcg ConsultantsNONE$1,864,964not reported in the loaded dataset2023
Verisk HealthNONE$1,020,000not reported in the loaded dataset2023
Mc-21 LLCNONE$322,204not reported in the loaded dataset2023
Dental PrNONE$112,659not reported in the loaded dataset2023
Jpmorgan BankNONE$47,940not reported in the loaded dataset2023

Related Form 5500 pages