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Sponsor portfolioTH

WELLS FARGO & COMPANY

EIN 41-0449260-Management of Companies and Enterprises-Latest filing 2024
Plans
24
Retirement
3
$66.22B assets
Welfare
21
$417.6M premiums
Participants
2,100,769
MAC N9310-110, 550 S. 4TH STREET - MINNEAPOLIS, MN 55415877-479-3557LinkedIn11-50 employees
Plans on this EIN
24 filings
#002ESOP-$57.89B - 255,580 part#001CashBalance-$8.28B - 165,927 part#022TraditionalDB-$53.4M - 1,539 part#537Mixed-$175.6M - 10,676 lives#506Fully Insured-$103.7M - 306,881 lives#505Fully Insured-$71.5M - 170,196 lives#504Mixed-$18.8M - 5,948 lives#547Fully Insured-$15.6M - 175,648 lives#535Fully Insured-$10.0M - 87,740 lives#548Fully Insured-$9.1M - 147,653 lives#518Fully Insured-$8.0M - 176,204 lives#536Fully Insured-$4.8M - 21,266 lives#503Fully Insured-$245K - 169,298 lives#542Fully Insured-$228K - 92 lives#545Fully Insured-$80K - 2,572 lives#541Fully Insured-$11K - 171 lives#509Unknown-0 lives#512Self Funded-0 lives#517Self Funded-0 lives#521Self Funded-0 lives#522Self Funded-0 lives#523Self Funded-0 lives#540Unknown-0 lives#546Unknown-0 lives

Retirement portfolio analytics

3 plans aggregated / $66.22B assets / 423,046 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • & COMPANY 401(K) (#002)87%
  • CASH BALANCE PLAN (#001)13%
  • FINANCIAL RETIREMENT PLAN (#022)0%
Total $66.22BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
87%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE87%
  • (Not disclosed)13%
  • BANCO POPULAR DE PUERTO RICO0%
Total $66.22BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & COMPANY 401(K) (#002)255,580
  • CASH BALANCE PLAN (#001)165,927
  • FINANCIAL RETIREMENT PLAN (#022)1,539
Total 423,046Click row to drill in

Benefits portfolio analytics

21 plans / $417.6M premiums / 1,274,345 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$215.9M
  • Life$112.0M
  • Long-term disability$71.5M
  • Other$18.2M
  • Dental$228K
  • Prescription drug$228K
  • +1 more
Total $417.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
43%top
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • METROPOLITAN LIFE INSURANCE COMPANY34%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
  • UNITEDHEALTHCARE INSURANCE COMPANY3%
  • ARAG INSURANCE COMPANY2%
  • +3 more
Total $417.6M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

WELLS FARGO & COMPANY 401(K) PLAN

ESOP

Assets$57.89B
Participants255,580
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

WELLS FARGO & COMPANY CASH BALANCE PLAN

CashBalance

Assets$8.28B
Participants165,927
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#022

PUERTO RICO FINANCIAL RETIREMENT PLAN

TraditionalDB

Assets$53.4M
Participants1,539
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#537

WELLS FARGO & CO HEALTH PLAN (FOR ELIGIBLE ACTIVE EMPLOYEES & THEIR DEPENDENTS)

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$175.6M
Covered lives10,676
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

WELLS FARGO & COMPANY LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$103.7M
Covered lives306,881
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

WELLS FARGO & COMPANY LONG-TERM DISABILITY PLAN

Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$71.5M
Covered lives170,196
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

WELLS FARGO & COMPANY RETIREE PLAN

Mixed - SIERRA HEALTH & LIFE INSURANCE COMPANY, INC.

Premiums$18.8M
Covered lives5,948
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#547

WELLS FARGO & COMPANY CRITICAL ILLNESS INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$15.6M
Covered lives175,648
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#535

WELLS FARGO & COMPANY LEGAL SERVICES PLAN

Fully Insured - ARAG INSURANCE COMPANY

Premiums$10.0M
Covered lives87,740
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#548

WELLS FARGO & COMPANY OPTIONAL ACCIDENT INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$9.1M
Covered lives147,653
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518

WELLS FARGO & COMPANY ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$8.0M
Covered lives176,204
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#536

WELLS FARGO & COMPANY RETIREE LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.8M
Covered lives21,266
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

WELLS FARGO & COMPANY BUSINESS TRAVEL ACCIDENT PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$245K
Covered lives169,298
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#542

ISLAND FINANCE MEDICAL AND DENTAL PLAN

Fully Insured - MAPFRE LIFE INSURANCE COMPANY

Premiums$228K
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#545

WELLS FARGO & COMPANY GLOBAL BUSINESS TRAVEL AND ACCIDENT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$80K
Covered lives2,572
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#541

ISLAND FINANCE GROUP LIFE BENEFITS

Fully Insured - MULTINATIONAL LIFE INSURANCE COMPANY

Premiums$11K
Covered lives171
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

WELLS FARGO & COMPANY HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512

WELLS FARGO & COMPANY SEVERANCE PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#521

WACHOVIA CORPORATION LONG TERM DISABILITY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#522

WELLS FARGO TEXAS INJURY BENEFIT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#523

WELLS FARGO & COMPANY SHORT-TERM DISABILITY TOP-UP PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#540

WELLS FARGO & COMPANY NONQUALIFIED FINANCIAL ADVISOR PROTECTION PLAN

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#546

WELLS FARGO & COMPANY EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
002WELLS FARGO & COMPANY 401(K) PLANESOP$57.89B255,5802024
001WELLS FARGO & COMPANY CASH BALANCE PLANCashBalance$8.28B165,9272024
022PUERTO RICO FINANCIAL RETIREMENT PLANTraditionalDB$53.4M1,5392024

Welfare plans21

Plan #NameFundingCarrierPremiumsCoveredLatest year
537WELLS FARGO & CO HEALTH PLAN (FOR ELIGIBLE ACTIVE EMPLOYEES & THEIR DEPENDENTS)MixedKAISER FOUNDATION HEALTH PLAN, INC.$175.6M10,6762024
506WELLS FARGO & COMPANY LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$103.7M306,8812024
505WELLS FARGO & COMPANY LONG-TERM DISABILITY PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$71.5M170,1962024
504WELLS FARGO & COMPANY RETIREE PLANMixedSIERRA HEALTH & LIFE INSURANCE COMPANY, INC.$18.8M5,9482024
547WELLS FARGO & COMPANY CRITICAL ILLNESS INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$15.6M175,6482024
535WELLS FARGO & COMPANY LEGAL SERVICES PLANFully InsuredARAG INSURANCE COMPANY$10.0M87,7402024
548WELLS FARGO & COMPANY OPTIONAL ACCIDENT INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$9.1M147,6532024
518WELLS FARGO & COMPANY ACCIDENTAL DEATH & DISMEMBERMENT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$8.0M176,2042024
536WELLS FARGO & COMPANY RETIREE LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$4.8M21,2662024
503WELLS FARGO & COMPANY BUSINESS TRAVEL ACCIDENT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$245K169,2982024
542ISLAND FINANCE MEDICAL AND DENTAL PLANFully InsuredMAPFRE LIFE INSURANCE COMPANY$228K922024
545WELLS FARGO & COMPANY GLOBAL BUSINESS TRAVEL AND ACCIDENT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$80K2,5722024
541ISLAND FINANCE GROUP LIFE BENEFITSFully InsuredMULTINATIONAL LIFE INSURANCE COMPANY$11K1712024
509WELLS FARGO & COMPANY HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLANUnknown-$002024
512WELLS FARGO & COMPANY SEVERANCE PLANSelf Funded-$002024
517WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLANSelf Funded-$002024
521WACHOVIA CORPORATION LONG TERM DISABILITY PLANSelf Funded-$002024
522WELLS FARGO TEXAS INJURY BENEFIT PLANSelf Funded-$002024
523WELLS FARGO & COMPANY SHORT-TERM DISABILITY TOP-UP PLANSelf Funded-$002024
540WELLS FARGO & COMPANY NONQUALIFIED FINANCIAL ADVISOR PROTECTION PLANUnknown-$002024
546WELLS FARGO & COMPANY EMPLOYEE ASSISTANCE PROGRAMUnknown-$002024
Retirement plans
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