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  2. WELLS ENTERPRISES, INC.
Sponsor portfolioTH

WELLS ENTERPRISES, INC.

EIN 42-1080796-food production-Latest filing 2024
Plans
3
Retirement
1
$445.8M assets
Welfare
2
$3.2M premiums
Participants
9,306
1 BLUE BUNNY DRIVE, PO BOX 1310 - LE MARS, IA 510311310800-942-3800wellsenterprisesinc.comLinkedIn1001-5000 employeesfood production
Plans on this EIN
3 filings
#002401k-$445.8M - 5,007 part#525Mixed-$3.2M - 5,971 lives#508Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.2M premiums / 5,971 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.9M
  • Life$2.3M
  • Long-term disability$2.3M
  • Vision$337K
Total $3.2M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
72%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA72%
  • AFLAC15%
  • VERATRUS BENEFIT SOLUTIONS10%
  • COMPSYCH2%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
65%top
  • VARIOUS - SEE ATTACHED65%
  • AON CONSULTING INC35%
Total $365K2 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 ENTERPRISES, INC. 401(K) PLAN

401k

Assets$445.8M
Participants5,007
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#525

WELLS ENTERPRISES, INC. AND ITS SUBSIDIARIES COMPREHENSIVE WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.2M
Covered lives5,971
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

WELLS ENTERPRISES, INC. HRA PLAN

Self Funded

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

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002WELLS ENTERPRISES, INC. 401(K) PLAN401k$445.8M5,0072024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
525WELLS ENTERPRISES, INC. AND ITS SUBSIDIARIES COMPREHENSIVE WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.2M5,9712024
508WELLS ENTERPRISES, INC. HRA PLANSelf Funded-$002024
Retirement plans
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