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  2. WELLMARK, INC.
Sponsor portfolioTH

WELLMARK, INC.

EIN 42-0318333-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$467.9M assets
Welfare
1
$2.7M premiums
Participants
5,254
1331 GRAND AVE - DES MOINES, IA 503092901515-376-4500wellmarkco.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#002401k-$467.9M - 2,314 part#510Mixed-$2.7M - 3,131 lives

Benefits portfolio analytics

1 plan / $2.7M premiums / 3,131 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.8M
  • Long-term disability$505K
  • Vision$238K
  • Other$171K
Total $2.7M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • RELIASTAR LIFE INSURANCE COMPANY66%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
  • FIDELITY SECURITY LIFE INSURANCE COMPANY9%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA5%
  • EMPLOYEE & FAMILY RESOURCES, INC.2%
  • +3 more
Total $2.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • HOLMES MURPHY & ASSOCIATES75%
  • WELLMARK INC16%
  • INSURANCE PARTNERS AGENCY INC9%
Total $78K3 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

WELLMARK, INC. SAVINGS AND INVESTMENT PLAN

401k

Assets$467.9M
Participants2,314
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

WELLMARK, INC. WELFARE BENEFIT WRAP-AROUND PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$2.7M
Covered lives3,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WELLMARK, INC. SAVINGS AND INVESTMENT PLAN401k$467.9M2,3142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510WELLMARK, INC. WELFARE BENEFIT WRAP-AROUND PLANMixedRELIASTAR LIFE INSURANCE COMPANY$2.7M3,1312025
Retirement plans
Welfare plans
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