Plan Snapshot
- Plan Sponsor: Wellpoint Care Network
- Sponsor EIN: 391338354
- Sponsor Address: 8901 W. CAPITOL DR, MILWAUKEE, WI, 532221706
- Plan Type: DC
- Total Participants: 324
- Total Assets: $26.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 324 | $26.9M | $1.1M | $1.4M |
| 2023 | 335 | $25.3M | $964,368 | $1.4M |
| 2022 | 305 | $23.0M | $810,172 | $1.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $105,632 | — | — | — | — |
| 2023 | $96,136 | — | $96,136 | — | — |
| 2022 | $91,178 | — | $91,178 | — | — |