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Sponsor portfolioTH

WELLS FARGO & COMPANY

EIN 41-0449260-Management of Companies and Enterprises-Latest filing 2025
Plans
24
Retirement
3
$72.70B assets
Welfare
21
$396.0M premiums
Participants
1,990,950
MAC N9310-112, 550 S. 4TH STREET - MINNEAPOLIS, MN 55415877-479-3557LinkedIn11-50 employees
Plans on this EIN
24 filings
#002ESOP-$64.36B - 248,225 part#001CashBalance-$8.28B - 165,927 part#022TraditionalDB-$57.8M - 1,518 part#537Mixed-$157.7M - 9,686 lives#506Fully Insured-$101.9M - 286,153 lives#505Fully Insured-$66.4M - 160,322 lives#504Mixed-$26.0M - 9,225 lives#547Fully Insured-$13.8M - 165,102 lives#535Fully Insured-$9.9M - 86,509 lives#548Fully Insured-$7.9M - 140,190 lives#518Fully Insured-$7.3M - 160,586 lives#536Fully Insured-$4.6M - 19,780 lives#503Fully Insured-$245K - 159,701 lives#542Fully Insured-$228K - 92 lives#545Fully Insured-$80K - 2,572 lives#541Fully Insured-$9K - 167 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 / $72.70B assets / 415,670 participants

Assets by plan

Share of aggregate retirement assets

89%top
  • & COMPANY 401(K) (#002)89%
  • CASH BALANCE PLAN (#001)11%
  • FINANCIAL RETIREMENT PLAN (#022)0%
Total $72.70BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
89%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE89%
  • (Not disclosed)11%
  • BANCO POPULAR DE PUERTO RICO0%
Total $72.70BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • & COMPANY 401(K) (#002)248,225
  • CASH BALANCE PLAN (#001)165,927
  • FINANCIAL RETIREMENT PLAN (#022)1,518
Total 415,670Click row to drill in

Benefits portfolio analytics

21 plans / $396.0M premiums / 1,200,085 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$201.4M
  • Life$110.5M
  • Long-term disability$66.4M
  • Other$17.4M
Total $395.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • KAISER FOUNDATION HEALTH PLAN INC41%
  • METROPOLITAN LIFE INSURANCE COMPANY34%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • ARAG INSURANCE COMPANY2%
  • +3 more
Total $395.7M8 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$64.36B
Participants248,225
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$57.8M
Participants1,518
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$157.7M
Covered lives9,686
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$101.9M
Covered lives286,153
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$66.4M
Covered lives160,322
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$26.0M
Covered lives9,225
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$13.8M
Covered lives165,102
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$9.9M
Covered lives86,509
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$7.9M
Covered lives140,190
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$7.3M
Covered lives160,586
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$4.6M
Covered lives19,780
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 lives159,701
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$9K
Covered lives167
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$64.36B248,2252025
001WELLS FARGO & COMPANY CASH BALANCE PLANCashBalance$8.28B165,9272024
022PUERTO RICO FINANCIAL RETIREMENT PLANTraditionalDB$57.8M1,5182025

Welfare plans21

Plan #NameFundingCarrierPremiumsCoveredLatest year
537WELLS FARGO & CO HEALTH PLAN (FOR ELIGIBLE ACTIVE EMPLOYEES & THEIR DEPENDENTS)MixedKAISER FOUNDATION HEALTH PLAN, INC.$157.7M9,6862025
506WELLS FARGO & COMPANY LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$101.9M286,1532025
505WELLS FARGO & COMPANY LONG-TERM DISABILITY PLANFully InsuredLINCOLN NATIONAL LIFE INSURANCE COMPANY$66.4M160,3222025
504WELLS FARGO & COMPANY RETIREE PLANMixedSIERRA HEALTH & LIFE INSURANCE COMPANY, INC.$26.0M9,2252025
547WELLS FARGO & COMPANY CRITICAL ILLNESS INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$13.8M165,1022025
535WELLS FARGO & COMPANY LEGAL SERVICES PLANFully InsuredARAG INSURANCE COMPANY$9.9M86,5092025
548WELLS FARGO & COMPANY OPTIONAL ACCIDENT INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$7.9M140,1902025
518WELLS FARGO & COMPANY ACCIDENTAL DEATH & DISMEMBERMENT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$7.3M160,5862025
536WELLS FARGO & COMPANY RETIREE LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$4.6M19,7802025
503WELLS FARGO & COMPANY BUSINESS TRAVEL ACCIDENT PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$245K159,7012025
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$9K1672025
509WELLS FARGO & COMPANY HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLANUnknown-$002025
512WELLS FARGO & COMPANY SEVERANCE PLANSelf Funded-$002025
517WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLANSelf Funded-$002025
521WACHOVIA CORPORATION LONG TERM DISABILITY PLANSelf Funded-$002024
522WELLS FARGO TEXAS INJURY BENEFIT PLANSelf Funded-$002025
523WELLS FARGO & COMPANY SHORT-TERM DISABILITY TOP-UP PLANSelf Funded-$002025
540WELLS FARGO & COMPANY NONQUALIFIED FINANCIAL ADVISOR PROTECTION PLANUnknown-$002025
546WELLS FARGO & COMPANY EMPLOYEE ASSISTANCE PROGRAMUnknown-$002025
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