# Wells Fargo & Company Health & Welfare Plan
Source: https://planprovider.pro/companies/wells-fargo-company-410449260-537

> Wells Fargo & Company's Health & Welfare plan: 149,291 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Wells Fargo & Company

- **Sponsor EIN:** 410449260

- **Sponsor Address:** MAC N9310-110, MINNEAPOLIS, MN, 55415

- **Plan Type:** Health & Welfare

- **Plan Number:** 537

- **Total Participants:** 149,291

- **Total Assets:** $14.1M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|149,291|$14.1M|$2.0B|$639.5M|

| 2023|160,873|$1.9M|$1.9B|$676.3M|

| 2022|173,224|$19.6M|$1.9B|$650.9M|

## 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|

| UNITED HEALTHCARE|Other Service Provider|$56,285,750|—|$56,285,750|

| ANTHEM INSURANCE COMPANIES, INC.|Other Service Provider|$37,440,499|—|$37,440,499|

| EXPRESS SCRIPTS|Other Service Provider|$25,137,055|—|$25,137,055|

| INCLUDED HEALTH, INC.|Other Service Provider|$22,391,192|—|$22,391,192|

| AETNA LIFE INSURANCE COMPANY|Other Service Provider|$5,055,719|—|$5,055,719|

| DDMN ASO, LLC|Other Service Provider|$3,907,446|—|$3,907,446|

| CENTIVO|Other Service Provider|$1,427,950|—|$1,427,950|

| VISION SERVICE PLAN (VSP)|Other Service Provider|$491,374|—|$491,374|

| CROWE LLP|Other Service Provider|$126,000|—|$126,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $152,262,985

- **Estimated Expense Ratio:** 1076.339% of plan assets

### 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|$152,265,735|—|$152,136,985|$126,000|—|

| 2023|$144,880,560|—|$144,756,310|$121,500|—|

| 2022|$146,513,255|—|$146,513,255|—|—|

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