What does Form 5500 Schedule C report about Wells Fargo Advisors Ins Agency Inc?

Public Form 5500 Schedule C filings report compensation paid to Wells Fargo Advisors Ins Agency Inc as a plan service provider. Across loaded filings, total reported compensation is $115,618.

How many plans report Wells Fargo Advisors Ins Agency Inc as a service provider?

Wells Fargo Advisors Ins Agency Inc appears on 2 loaded plan(s) across 2 sponsor(s).

Wells Fargo Advisors Ins Agency Inc — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Wells Fargo Advisors Ins Agency Inc is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $0 and reported indirect compensation totals $115,618.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$115.6KDirect + indirect, across loaded filings$115,618

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$0

Indirect compensation$115.6K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation80%Parker Jewish Institute For Health Care And Rehabilitation

Top state share of plans50%NC

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Wells Fargo Advisors Ins Agency Inc. Bars show relative scale.

1
Parker Jewish Institute For Health Care And Rehabilitation$91.9K
NY · 1 plan(s)
2
Trc Acquisition, LLC$23.7K
NC · 1 plan(s)

Geographic reach

State footprint

Where Wells Fargo Advisors Ins Agency Inc appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
NC1 plan(s)
2
NY1 plan(s)

Geographic reach

City footprint

Cities where plans reporting Wells Fargo Advisors Ins Agency Inc are sponsored, by plan count.

1
Winterville, NC1 plan(s)
2
New Hyde Park, NY1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Parker Jewish Institute Retirement Savings Plan$91.9K
Parker Jewish Institute For Health Care And Rehabilitation, NY · Direct $0 · Indirect $91.9K · 2023
2
The Roberts Company 401(K) Retirement Plan$23.7K
Trc Acquisition, LLC, NC · Direct $0 · Indirect $23.7K · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Wells Fargo Advisors Ins Agency Inc?: Public Form 5500 Schedule C filings report compensation paid to Wells Fargo Advisors Ins Agency Inc as a plan service provider. Across loaded filings, total reported compensation is $115,618.
How many plans report Wells Fargo Advisors Ins Agency Inc as a service provider?: Wells Fargo Advisors Ins Agency Inc appears on 2 loaded plan(s) across 2 sponsor(s).