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  2. Wells Fargo & Company
  • Retirement analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Top hat

Wells Fargo & Company

EIN 41-0449260-Management of Companies and Enterprises-Latest filing 2025
Plans
24
Retirement
3
$72.89B assets
Health & Benefits
21
$410.1M premiums
Participants
1,981,193
MAC N9310-112, 550 S. 4TH STREET - MINNEAPOLIS, MN 55415877-479-3557LinkedIn11-50 employees
Plans on this EIN
24 filings
#002401(k)-$64.36B - 248,225 part#001Cash balance-$8.46B - 157,353 part#022Traditional DB-$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#521Fully insured-$14.1M - 183 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 - 1,444 lives#541Fully insured-$9K - 167 lives#509Unknown-0 lives#512Self-funded-0 lives#517Self-funded-0 lives#522Self-funded-0 lives#523Self-funded-0 lives#540Unknown-0 lives#546Unknown-0 lives+18 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 21 health and benefits plans.

Retirement portfolio analytics

3 plans aggregated / $72.89B assets / 407,096 participants

Assets by plan

Share of aggregate retirement assets

  • & COMPANY 401(K) (#002)$64.36B
  • CASH BALANCE PLAN (#001)$8.46B
  • FINANCIAL RETIREMENT PLAN (#022)$57.8M
Total $72.89BSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Displacement opening
  • EMPOWER ADVISORY GROUP, LLC$64.36B
  • BNY MELLON$8.46B
  • BANCO POPULAR DE PUERTO RICO$57.8M
Total $72.89BSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • & COMPANY 401(K) (#002)248,225
  • CASH BALANCE PLAN (#001)157,353
  • FINANCIAL RETIREMENT PLAN (#022)1,518
Total 407,096Select a row to open it

Benefits portfolio analytics

21 plans / $410.1M premiums / 1,199,140 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$201.5M
  • Life$110.5M
  • Long-term disability$80.5M
  • Other$17.4M
Total $409.8M4 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

WELLS FARGO & COMPANY 401(K) PLAN

401(k)

Assets$64.36B
Participants248,225
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

WELLS FARGO & COMPANY CASH BALANCE PLAN

Cash balance

Assets$8.46B
Participants157,353
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#022

PUERTO RICO FINANCIAL RETIREMENT PLAN

Traditional DB

Assets$57.8M
Participants1,518
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#537

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

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$157.7M
Covered lives9,686
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#506

WELLS FARGO & COMPANY LIFE INSURANCE PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$101.9M
Covered lives286,153
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

WELLS FARGO & COMPANY LONG-TERM DISABILITY PLAN

Fully insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$66.4M
Covered lives160,322
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

WELLS FARGO & COMPANY RETIREE PLAN

Mixed - SIERRA HEALTH & LIFE INSURANCE COMPANY, INC.

Premiums$26.0M
Covered lives9,225
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#521

WACHOVIA CORPORATION LONG TERM DISABILITY PLAN

Fully insured - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$14.1M
Covered lives183
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#547

WELLS FARGO & COMPANY CRITICAL ILLNESS INSURANCE PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$13.8M
Covered lives165,102
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#535

WELLS FARGO & COMPANY LEGAL SERVICES PLAN

Fully insured - ARAG INSURANCE COMPANY

Premiums$9.9M
Covered lives86,509
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#548

WELLS FARGO & COMPANY OPTIONAL ACCIDENT INSURANCE PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.9M
Covered lives140,190
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#518

WELLS FARGO & COMPANY ACCIDENTAL DEATH & DISMEMBERMENT PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$7.3M
Covered lives160,586
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#536

WELLS FARGO & COMPANY RETIREE LIFE INSURANCE PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$4.6M
Covered lives19,780
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#503

WELLS FARGO & COMPANY BUSINESS TRAVEL ACCIDENT PLAN

Fully insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$245K
Covered lives159,701
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#542

ISLAND FINANCE MEDICAL AND DENTAL PLAN

Fully insured - MAPFRE LIFE INSURANCE COMPANY

Premiums$228K
Covered lives92
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#545

WELLS FARGO & COMPANY GLOBAL BUSINESS TRAVEL AND ACCIDENT PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$80K
Covered lives1,444
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#541

ISLAND FINANCE GROUP LIFE BENEFITS

Fully insured - MULTINATIONAL LIFE INSURANCE COMPANY

Premiums$9K
Covered lives167
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#509

WELLS FARGO & COMPANY HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLAN

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#512

WELLS FARGO & COMPANY SEVERANCE PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#517

WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#522

WELLS FARGO TEXAS INJURY BENEFIT PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#523

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

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#540

WELLS FARGO & COMPANY NONQUALIFIED FINANCIAL ADVISOR PROTECTION PLAN

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#546

WELLS FARGO & COMPANY EMPLOYEE ASSISTANCE PROGRAM

Unknown

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

3 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002WELLS FARGO & COMPANY 401(K) PLAN401(k)$64.36B248,2252025
#001WELLS FARGO & COMPANY CASH BALANCE PLANCash balance$8.46B157,3532025
#022PUERTO RICO FINANCIAL RETIREMENT PLANTraditional DB$57.8M1,5182025
  • WELLS FARGO & COMPANY 401(K) PLAN$64.36B
    #002 · 401(k) · 2025248,225
  • WELLS FARGO & COMPANY CASH BALANCE PLAN$8.46B
    #001 · Cash balance · 2025157,353
  • PUERTO RICO FINANCIAL RETIREMENT PLAN$57.8M
    #022 · Traditional DB · 20251,518

Health & Benefits plans

21 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
#521WACHOVIA CORPORATION LONG TERM DISABILITY PLANFully insuredTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$14.1M1832025
#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$80K1,4442025
#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
#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
  • WELLS FARGO & CO HEALTH PLAN (FOR ELIGIBLE ACTIVE EMPLOYEES & THEIR DEPENDENTS)$157.7M
    #537 · Mixed · KAISER FOUNDATION HEALTH PLAN, INC. · 20259,686
  • WELLS FARGO & COMPANY LIFE INSURANCE PLAN$101.9M
    #506 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025286,153
  • WELLS FARGO & COMPANY LONG-TERM DISABILITY PLAN$66.4M
    #505 · Fully insured · LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025160,322
  • WELLS FARGO & COMPANY RETIREE PLAN$26.0M
    #504 · Mixed · SIERRA HEALTH & LIFE INSURANCE COMPANY, INC. · 20259,225
  • WACHOVIA CORPORATION LONG TERM DISABILITY PLAN$14.1M
    #521 · Fully insured · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025183
  • WELLS FARGO & COMPANY CRITICAL ILLNESS INSURANCE PLAN$13.8M
    #547 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025165,102
  • WELLS FARGO & COMPANY LEGAL SERVICES PLAN$9.9M
    #535 · Fully insured · ARAG INSURANCE COMPANY · 202586,509
  • WELLS FARGO & COMPANY OPTIONAL ACCIDENT INSURANCE PLAN$7.9M
    #548 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025140,190
  • WELLS FARGO & COMPANY ACCIDENTAL DEATH & DISMEMBERMENT PLAN$7.3M
    #518 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025160,586
  • WELLS FARGO & COMPANY RETIREE LIFE INSURANCE PLAN$4.6M
    #536 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 202519,780
  • WELLS FARGO & COMPANY BUSINESS TRAVEL ACCIDENT PLAN$245K
    #503 · Fully insured · METROPOLITAN LIFE INSURANCE COMPANY · 2025159,701
  • ISLAND FINANCE MEDICAL AND DENTAL PLAN$228K
    #542 · Fully insured · MAPFRE LIFE INSURANCE COMPANY · 202492
  • WELLS FARGO & COMPANY GLOBAL BUSINESS TRAVEL AND ACCIDENT PLAN$80K
    #545 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,444
  • ISLAND FINANCE GROUP LIFE BENEFITS$9K
    #541 · Fully insured · MULTINATIONAL LIFE INSURANCE COMPANY · 2025167
  • WELLS FARGO & COMPANY HEALTH CARE FLEXIBLE SPENDING ACCOUNT PLAN$0
    #509 · Unknown · 20250
  • WELLS FARGO & COMPANY SEVERANCE PLAN$0
    #512 · Self-funded · 20250
  • WELLS FARGO & COMPANY SHORT-TERM DISABILITY PLAN$0
    #517 · Self-funded · 20250
  • WELLS FARGO TEXAS INJURY BENEFIT PLAN$0
    #522 · Self-funded · 20250
  • WELLS FARGO & COMPANY SHORT-TERM DISABILITY TOP-UP PLAN$0
    #523 · Self-funded · 20250
  • WELLS FARGO & COMPANY NONQUALIFIED FINANCIAL ADVISOR PROTECTION PLAN$0
    #540 · Unknown · 20250
  • WELLS FARGO & COMPANY EMPLOYEE ASSISTANCE PROGRAM$0
    #546 · Unknown · 20250
Retirement plans
Health & Benefits plans

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  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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