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NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 401k Plan overview

Plan NameNON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC
Plan identification number 001

NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

WELLMARK, INC. has sponsored the creation of one or more 401k plans.

Company Name:WELLMARK, INC.
Employer identification number (EIN):420318333
NAIC Classification:524140

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MARCI CHICKERING
0012016-01-01MARCI CHICKERING
0012015-01-01MARCI CHICKERING MARCI CHICKERING2016-10-17
0012014-01-01TERRENCE COONEY MARCI CHICKERING2015-10-15
0012013-01-01TERRENCE COONEY MARCI CHICKERING2014-10-13
0012012-01-01TERRENCE COONEY MARCI CHICKERING2013-10-11
0012011-01-01DAVID MANUSZAK MARCI CHICKERING2012-10-11
0012010-01-01DAVID MANUSZAK MARCI CHICKERING2011-10-12
0012009-01-01DAVID MANUSZAK MARCI CHICKERING2010-10-12

Plan Statistics for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC

401k plan membership statisitcs for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC

Measure Date Value
2021: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2021 401k membership
Market value of plan assets2021-12-31376,379,837
Acturial value of plan assets2021-12-31345,039,180
Funding target for retired participants and beneficiaries receiving payment2021-12-3136,007,924
Number of terminated vested participants2021-12-31935
Fundng target for terminated vested participants2021-12-3155,686,689
Active participant vested funding target2021-12-31158,198,219
Number of active participants2021-12-311,800
Total funding liabilities for active participants2021-12-31162,572,834
Total participant count2021-12-313,097
Total funding target for all participants2021-12-31254,267,447
Balance at beginning of prior year after applicable adjustments2021-12-3146,870,681
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3146,870,681
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Balance of carryovers at beginning of current year2021-12-3153,188,849
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3112,278,482
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,096
Total number of active participants reported on line 7a of the Form 55002021-01-011,820
Number of retired or separated participants receiving benefits2021-01-01337
Number of other retired or separated participants entitled to future benefits2021-01-01906
Total of all active and inactive participants2021-01-013,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0135
Total participants2021-01-013,098
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0165
2020: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2020 401k membership
Market value of plan assets2020-12-31362,025,781
Acturial value of plan assets2020-12-31347,316,155
Funding target for retired participants and beneficiaries receiving payment2020-12-3133,410,011
Number of terminated vested participants2020-12-31969
Fundng target for terminated vested participants2020-12-3154,887,454
Active participant vested funding target2020-12-31164,360,413
Number of active participants2020-12-311,852
Total funding liabilities for active participants2020-12-31169,121,220
Total participant count2020-12-313,164
Total funding target for all participants2020-12-31257,418,685
Balance at beginning of prior year after applicable adjustments2020-12-3139,219,045
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3139,219,045
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3146,870,681
Balance of prefunding at beginning of current year2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3112,587,377
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,163
Total number of active participants reported on line 7a of the Form 55002020-01-011,800
Number of retired or separated participants receiving benefits2020-01-01329
Number of other retired or separated participants entitled to future benefits2020-01-01934
Total of all active and inactive participants2020-01-013,063
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0133
Total participants2020-01-013,096
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0133
2019: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2019 401k membership
Market value of plan assets2019-12-31321,985,992
Acturial value of plan assets2019-12-31339,262,845
Funding target for retired participants and beneficiaries receiving payment2019-12-3132,255,421
Number of terminated vested participants2019-12-31978
Fundng target for terminated vested participants2019-12-3147,508,608
Active participant vested funding target2019-12-31151,876,005
Number of active participants2019-12-311,874
Total funding liabilities for active participants2019-12-31157,193,807
Total participant count2019-12-313,182
Total funding target for all participants2019-12-31236,957,836
Balance at beginning of prior year after applicable adjustments2019-12-3141,374,665
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3141,374,665
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Balance of carryovers at beginning of current year2019-12-3139,219,045
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3112,455,298
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-013,176
Total number of active participants reported on line 7a of the Form 55002019-01-011,852
Number of retired or separated participants receiving benefits2019-01-01312
Number of other retired or separated participants entitled to future benefits2019-01-01968
Total of all active and inactive participants2019-01-013,132
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0131
Total participants2019-01-013,163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0151
2018: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2018 401k membership
Market value of plan assets2018-12-31362,916,790
Acturial value of plan assets2018-12-31346,731,304
Funding target for retired participants and beneficiaries receiving payment2018-12-3129,254,320
Number of terminated vested participants2018-12-311,003
Fundng target for terminated vested participants2018-12-3151,118,669
Active participant vested funding target2018-12-31146,024,376
Number of active participants2018-12-311,980
Total funding liabilities for active participants2018-12-31151,654,541
Total participant count2018-12-313,292
Total funding target for all participants2018-12-31232,027,530
Balance at beginning of prior year after applicable adjustments2018-12-3135,612,554
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3135,612,554
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-3156,336,155
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3159,586,751
Balance of carryovers at beginning of current year2018-12-3141,374,665
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3112,383,592
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,287
Total number of active participants reported on line 7a of the Form 55002018-01-011,874
Number of retired or separated participants receiving benefits2018-01-01298
Number of other retired or separated participants entitled to future benefits2018-01-01973
Total of all active and inactive participants2018-01-013,145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0131
Total participants2018-01-013,176
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0153
2017: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2017 401k membership
Market value of plan assets2017-12-31286,800,577
Acturial value of plan assets2017-12-31300,161,790
Funding target for retired participants and beneficiaries receiving payment2017-12-3125,965,539
Number of terminated vested participants2017-12-311,176
Fundng target for terminated vested participants2017-12-3154,146,181
Active participant vested funding target2017-12-31132,637,931
Number of active participants2017-12-312,015
Total funding liabilities for active participants2017-12-31138,972,390
Total participant count2017-12-313,485
Total funding target for all participants2017-12-31219,084,110
Balance at beginning of prior year after applicable adjustments2017-12-3134,043,164
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3134,043,164
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3135,612,554
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3160,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3156,336,155
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3111,975,735
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3156,336,155
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-013,311
Total number of active participants reported on line 7a of the Form 55002017-01-011,980
Number of retired or separated participants receiving benefits2017-01-01276
Number of other retired or separated participants entitled to future benefits2017-01-01999
Total of all active and inactive participants2017-01-013,255
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0132
Total participants2017-01-013,287
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0172
2016: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2016 401k membership
Market value of plan assets2016-12-31293,557,989
Acturial value of plan assets2016-12-31312,706,669
Funding target for retired participants and beneficiaries receiving payment2016-12-3124,558,217
Number of terminated vested participants2016-12-311,270
Fundng target for terminated vested participants2016-12-3153,013,741
Active participant vested funding target2016-12-31127,635,347
Number of active participants2016-12-312,049
Total funding liabilities for active participants2016-12-31134,908,074
Total participant count2016-12-313,602
Total funding target for all participants2016-12-31212,480,032
Balance at beginning of prior year after applicable adjustments2016-12-3134,905,326
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3134,905,326
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-3134,043,164
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3111,730,946
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-013,367
Total number of active participants reported on line 7a of the Form 55002016-01-011,841
Number of retired or separated participants receiving benefits2016-01-01262
Number of other retired or separated participants entitled to future benefits2016-01-011,176
Total of all active and inactive participants2016-01-013,279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0132
Total participants2016-01-013,311
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0192
2015: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2015 401k membership
Total participants, beginning-of-year2015-01-013,202
Total number of active participants reported on line 7a of the Form 55002015-01-011,814
Number of retired or separated participants receiving benefits2015-01-01250
Number of other retired or separated participants entitled to future benefits2015-01-011,270
Total of all active and inactive participants2015-01-013,334
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0133
Total participants2015-01-013,367
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0127
2014: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2014 401k membership
Total participants, beginning-of-year2014-01-013,086
Total number of active participants reported on line 7a of the Form 55002014-01-011,621
Number of retired or separated participants receiving benefits2014-01-01235
Number of other retired or separated participants entitled to future benefits2014-01-011,292
Total of all active and inactive participants2014-01-013,148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0133
Total participants2014-01-013,181
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0112
2013: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2013 401k membership
Total participants, beginning-of-year2013-01-013,088
Total number of active participants reported on line 7a of the Form 55002013-01-011,556
Number of retired or separated participants receiving benefits2013-01-01221
Number of other retired or separated participants entitled to future benefits2013-01-011,269
Total of all active and inactive participants2013-01-013,046
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0132
Total participants2013-01-013,078
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0141
2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2012 401k membership
Total participants, beginning-of-year2012-01-013,046
Total number of active participants reported on line 7a of the Form 55002012-01-011,593
Number of retired or separated participants receiving benefits2012-01-01227
Number of other retired or separated participants entitled to future benefits2012-01-011,224
Total of all active and inactive participants2012-01-013,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0132
Total participants2012-01-013,076
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0115
2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2011 401k membership
Total participants, beginning-of-year2011-01-013,082
Total number of active participants reported on line 7a of the Form 55002011-01-011,638
Number of retired or separated participants receiving benefits2011-01-01198
Number of other retired or separated participants entitled to future benefits2011-01-011,167
Total of all active and inactive participants2011-01-013,003
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0134
Total participants2011-01-013,037
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0124
2010: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2010 401k membership
Total participants, beginning-of-year2010-01-013,137
Total number of active participants reported on line 7a of the Form 55002010-01-011,687
Number of retired or separated participants receiving benefits2010-01-01194
Number of other retired or separated participants entitled to future benefits2010-01-011,151
Total of all active and inactive participants2010-01-013,032
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0134
Total participants2010-01-013,066
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0141
2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2009 401k membership
Total participants, beginning-of-year2009-01-013,033
Total number of active participants reported on line 7a of the Form 55002009-01-011,827
Number of retired or separated participants receiving benefits2009-01-01168
Number of other retired or separated participants entitled to future benefits2009-01-011,104
Total of all active and inactive participants2009-01-013,099
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0135
Total participants2009-01-013,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0116

Financial Data on NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC

Measure Date Value
2021 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$292,689
Total unrealized appreciation/depreciation of assets2021-12-31$292,689
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$46,066,161
Total loss/gain on sale of assets2021-12-31$-1,020,616
Total of all expenses incurred2021-12-31$41,506,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$35,933,242
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$380,939,853
Value of total assets at beginning of year2021-12-31$376,379,784
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$5,572,850
Total interest from all sources2021-12-31$-14
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$2,476,815
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$2,476,815
Administrative expenses professional fees incurred2021-12-31$576,960
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$39,400,943
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$57,505,085
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$13,740,313
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$20,000,002
Other income not declared elsewhere2021-12-31$27,974,785
Administrative expenses (other) incurred2021-12-31$267,581
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$4,560,069
Value of net assets at end of year (total assets less liabilities)2021-12-31$380,939,853
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$376,379,784
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$78,917,848
Assets. partnership/joint venture interests at beginning of year2021-12-31$55,026,047
Investment advisory and management fees2021-12-31$4,472,619
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$48,465,230
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$53,633,147
Value of interest in pooled separate accounts at end of year2021-12-31$3,680,182
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,663,534
Value of interest in common/collective trusts at end of year2021-12-31$185,572,400
Value of interest in common/collective trusts at beginning of year2021-12-31$174,729,460
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$-82,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$46,176
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$46,176
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$-14
Asset value of US Government securities at end of year2021-12-31$11,245,212
Asset value of US Government securities at beginning of year2021-12-31$12,776,333
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$873,811
Net investment gain/loss from pooled separate accounts2021-12-31$1,861
Net investment gain or loss from common/collective trusts2021-12-31$15,466,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$35,933,242
Contract administrator fees2021-12-31$255,690
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$9,592,974
Aggregate carrying amount (costs) on sale of assets2021-12-31$10,613,590
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31RSM US LLP
Accountancy firm EIN2021-12-31420714325
2020 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$585,403
Total unrealized appreciation/depreciation of assets2020-12-31$585,403
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$49,844,188
Total loss/gain on sale of assets2020-12-31$2,488,201
Total of all expenses incurred2020-12-31$35,490,185
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$31,759,945
Expenses. Certain deemed distributions of participant loans2020-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$376,379,784
Value of total assets at beginning of year2020-12-31$362,025,781
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,730,240
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$836,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$836,092
Administrative expenses professional fees incurred2020-12-31$574,103
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$57,505,085
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$82,979,764
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$20,000,002
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$170
Other income not declared elsewhere2020-12-31$7,556,625
Administrative expenses (other) incurred2020-12-31$263,436
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$14,354,003
Value of net assets at end of year (total assets less liabilities)2020-12-31$376,379,784
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$362,025,781
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$55,026,047
Assets. partnership/joint venture interests at beginning of year2020-12-31$37,523,775
Investment advisory and management fees2020-12-31$2,652,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$53,633,147
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$60,544,538
Value of interest in pooled separate accounts at end of year2020-12-31$2,663,534
Value of interest in pooled separate accounts at beginning of year2020-12-31$1,833,473
Value of interest in common/collective trusts at end of year2020-12-31$174,729,460
Value of interest in common/collective trusts at beginning of year2020-12-31$168,661,612
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$46,176
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$75,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$75,915
Asset value of US Government securities at end of year2020-12-31$12,776,333
Asset value of US Government securities at beginning of year2020-12-31$10,406,534
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,226,875
Net investment gain/loss from pooled separate accounts2020-12-31$18,177
Net investment gain or loss from common/collective trusts2020-12-31$32,132,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$31,759,945
Contract administrator fees2020-12-31$240,076
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$12,095,749
Aggregate carrying amount (costs) on sale of assets2020-12-31$9,607,548
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,146,363
Total unrealized appreciation/depreciation of assets2019-12-31$1,146,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$63,447,940
Total loss/gain on sale of assets2019-12-31$1,311,614
Total of all expenses incurred2019-12-31$23,408,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$20,267,975
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$362,025,781
Value of total assets at beginning of year2019-12-31$321,985,993
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$3,140,177
Total interest from all sources2019-12-31$-55
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,966,884
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,966,884
Administrative expenses professional fees incurred2019-12-31$476,571
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$82,979,764
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$78,851,501
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$170
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$655
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$8,995,023
Administrative expenses (other) incurred2019-12-31$254,780
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$40,039,788
Value of net assets at end of year (total assets less liabilities)2019-12-31$362,025,781
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$321,985,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$37,523,775
Assets. partnership/joint venture interests at beginning of year2019-12-31$9,790,764
Investment advisory and management fees2019-12-31$2,172,993
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$60,544,538
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$58,968,799
Value of interest in pooled separate accounts at end of year2019-12-31$1,833,473
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,806,137
Value of interest in common/collective trusts at end of year2019-12-31$168,661,612
Value of interest in common/collective trusts at beginning of year2019-12-31$162,641,790
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$75,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$-110,271
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$-110,271
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$-55
Asset value of US Government securities at end of year2019-12-31$10,406,534
Asset value of US Government securities at beginning of year2019-12-31$9,036,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$9,778,702
Net investment gain/loss from pooled separate accounts2019-12-31$78,686
Net investment gain or loss from common/collective trusts2019-12-31$40,170,723
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$20,267,975
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$235,833
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,707,563
Aggregate carrying amount (costs) on sale of assets2019-12-31$5,395,949
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31RSM US LLP
Accountancy firm EIN2019-12-31420714325
2018 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$631,444
Total unrealized appreciation/depreciation of assets2018-12-31$631,444
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$105,395
Total income from all sources (including contributions)2018-12-31$44,105,235
Total loss/gain on sale of assets2018-12-31$-2,263,371
Total of all expenses incurred2018-12-31$25,449,281
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$22,869,605
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$60,000,000
Value of total assets at end of year2018-12-31$321,985,993
Value of total assets at beginning of year2018-12-31$303,435,434
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,579,676
Total interest from all sources2018-12-31$212,863
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,502,974
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,502,974
Administrative expenses professional fees incurred2018-12-31$544,930
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$78,851,501
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$77,555,655
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$655
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$321,067
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$105,395
Other income not declared elsewhere2018-12-31$2,659,389
Administrative expenses (other) incurred2018-12-31$297,115
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$308,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$18,655,954
Value of net assets at end of year (total assets less liabilities)2018-12-31$321,985,993
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$303,330,039
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$9,790,764
Assets. partnership/joint venture interests at beginning of year2018-12-31$4,746,627
Investment advisory and management fees2018-12-31$1,507,444
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$58,968,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$75,096,126
Value of interest in pooled separate accounts at end of year2018-12-31$2,806,137
Value of interest in pooled separate accounts at beginning of year2018-12-31$1,169,011
Interest earned on other investments2018-12-31$460
Income. Interest from US Government securities2018-12-31$2,686
Income. Interest from corporate debt instruments2018-12-31$209,945
Value of interest in common/collective trusts at end of year2018-12-31$162,641,790
Value of interest in common/collective trusts at beginning of year2018-12-31$109,220,281
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$-110,271
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$-9,708
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$-9,708
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$-228
Asset value of US Government securities at end of year2018-12-31$9,036,618
Asset value of US Government securities at beginning of year2018-12-31$7,147,763
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,286,754
Net investment gain/loss from pooled separate accounts2018-12-31$23,744
Net investment gain or loss from common/collective trusts2018-12-31$-8,375,054
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$60,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$22,869,605
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$12,931,665
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$14,948,797
Contract administrator fees2018-12-31$230,187
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$45,099,975
Aggregate carrying amount (costs) on sale of assets2018-12-31$47,363,346
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31RSM US LLP
Accountancy firm EIN2018-12-31420714325
2017 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,604,138
Total unrealized appreciation/depreciation of assets2017-12-31$2,604,138
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$105,395
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$76,161
Total income from all sources (including contributions)2017-12-31$45,031,558
Total loss/gain on sale of assets2017-12-31$209,665
Total of all expenses incurred2017-12-31$29,127,974
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$27,245,322
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$303,435,434
Value of total assets at beginning of year2017-12-31$287,502,616
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,882,652
Total interest from all sources2017-12-31$1,266,240
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,490,959
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,490,959
Administrative expenses professional fees incurred2017-12-31$352,033
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$77,555,655
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$-8,938
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$321,067
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$953,957
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$105,395
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$76,161
Other income not declared elsewhere2017-12-31$8,354,673
Administrative expenses (other) incurred2017-12-31$240,258
Total non interest bearing cash at end of year2017-12-31$308,150
Total non interest bearing cash at beginning of year2017-12-31$320,083
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$15,903,584
Value of net assets at end of year (total assets less liabilities)2017-12-31$303,330,039
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$287,426,455
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$4,746,627
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,852,993
Investment advisory and management fees2017-12-31$1,149,996
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$75,096,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$155,181,874
Value of interest in pooled separate accounts at end of year2017-12-31$1,169,011
Value of interest in pooled separate accounts at beginning of year2017-12-31$1,847,254
Interest earned on other investments2017-12-31$524
Income. Interest from US Government securities2017-12-31$10,351
Income. Interest from corporate debt instruments2017-12-31$1,255,386
Value of interest in common/collective trusts at end of year2017-12-31$109,220,281
Value of interest in common/collective trusts at beginning of year2017-12-31$96,461,141
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$-9,708
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$13,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$13,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-21
Asset value of US Government securities at end of year2017-12-31$7,147,763
Asset value of US Government securities at beginning of year2017-12-31$5,995,581
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$8,748,265
Net investment gain/loss from pooled separate accounts2017-12-31$7,847
Net investment gain or loss from common/collective trusts2017-12-31$22,349,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$27,245,322
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$12,931,665
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$3,575,073
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$14,948,797
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$21,310,139
Contract administrator fees2017-12-31$140,365
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$13,807,663
Aggregate carrying amount (costs) on sale of assets2017-12-31$13,597,998
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31RSM US LLP
Accountancy firm EIN2017-12-31420714325
2016 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$662,096
Total unrealized appreciation/depreciation of assets2016-12-31$662,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$76,161
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,318,340
Total loss/gain on sale of assets2016-12-31$1,133,479
Total of all expenses incurred2016-12-31$21,449,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$19,362,487
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$287,502,616
Value of total assets at beginning of year2016-12-31$293,557,988
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,087,386
Total interest from all sources2016-12-31$1,200,707
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,669,510
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,669,510
Administrative expenses professional fees incurred2016-12-31$91,681
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$-8,938
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$-76
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$953,957
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$314,856
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$76,161
Other income not declared elsewhere2016-12-31$33,943
Administrative expenses (other) incurred2016-12-31$281,784
Total non interest bearing cash at end of year2016-12-31$320,083
Total non interest bearing cash at beginning of year2016-12-31$137,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-6,131,533
Value of net assets at end of year (total assets less liabilities)2016-12-31$287,426,455
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$293,557,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$1,852,993
Assets. partnership/joint venture interests at beginning of year2016-12-31$0
Investment advisory and management fees2016-12-31$1,528,931
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$155,181,874
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$151,586,881
Value of interest in pooled separate accounts at end of year2016-12-31$1,847,254
Value of interest in pooled separate accounts at beginning of year2016-12-31$1,137,489
Income. Interest from US Government securities2016-12-31$20,684
Income. Interest from corporate debt instruments2016-12-31$1,180,031
Value of interest in common/collective trusts at end of year2016-12-31$96,461,141
Value of interest in common/collective trusts at beginning of year2016-12-31$111,870,280
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$13,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$975
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$975
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-8
Asset value of US Government securities at end of year2016-12-31$5,995,581
Asset value of US Government securities at beginning of year2016-12-31$7,202,046
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,573,375
Net investment gain/loss from pooled separate accounts2016-12-31$2,276
Net investment gain or loss from common/collective trusts2016-12-31$6,042,954
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$19,362,487
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$3,575,073
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$8,360,860
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$21,310,139
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$12,947,070
Contract administrator fees2016-12-31$184,990
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$15,949,895
Aggregate carrying amount (costs) on sale of assets2016-12-31$14,816,416
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,637,249
Total unrealized appreciation/depreciation of assets2015-12-31$-3,637,249
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$-6,284,139
Total loss/gain on sale of assets2015-12-31$-37,715
Total of all expenses incurred2015-12-31$14,777,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,239,028
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$0
Value of total assets at end of year2015-12-31$293,557,988
Value of total assets at beginning of year2015-12-31$314,619,895
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,538,740
Total interest from all sources2015-12-31$1,138,446
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,399,330
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,399,330
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$-76
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$75,000,000
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$314,856
Other income not declared elsewhere2015-12-31$-2,440,170
Administrative expenses (other) incurred2015-12-31$1,538,740
Total non interest bearing cash at end of year2015-12-31$137,607
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-21,061,907
Value of net assets at end of year (total assets less liabilities)2015-12-31$293,557,988
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$314,619,895
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$151,586,881
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$40,095,195
Value of interest in pooled separate accounts at end of year2015-12-31$1,137,489
Income. Interest from US Government securities2015-12-31$41,478
Income. Interest from corporate debt instruments2015-12-31$1,096,973
Value of interest in common/collective trusts at end of year2015-12-31$111,870,280
Value of interest in common/collective trusts at beginning of year2015-12-31$97,499,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$975
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$61,412,414
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$61,412,414
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-5
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$138,451
Asset value of US Government securities at end of year2015-12-31$7,202,046
Asset value of US Government securities at beginning of year2015-12-31$40,474,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-4,570,660
Net investment gain/loss from pooled separate accounts2015-12-31$1,004
Net investment gain or loss from common/collective trusts2015-12-31$1,862,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,239,028
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$8,360,860
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$12,947,070
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$23,788,075
Aggregate carrying amount (costs) on sale of assets2015-12-31$23,825,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31RSM US LLP
Accountancy firm EIN2015-12-31420714325
2014 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$-29,644
Total unrealized appreciation/depreciation of assets2014-12-31$-29,644
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$19,639,802
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,294,908
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,449,310
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$314,619,895
Value of total assets at beginning of year2014-12-31$306,275,001
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$845,598
Total interest from all sources2014-12-31$3,946
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$55,757
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$75,000,000
Administrative expenses (other) incurred2014-12-31$150,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$8,344,894
Value of net assets at end of year (total assets less liabilities)2014-12-31$314,619,895
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$306,275,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$599,114
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$40,095,195
Income. Interest from US Government securities2014-12-31$3,946
Value of interest in common/collective trusts at end of year2014-12-31$97,499,707
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$61,412,414
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$138,451
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$266,275,001
Asset value of US Government securities at end of year2014-12-31$40,474,128
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-404,805
Net investment gain/loss from pooled separate accounts2014-12-31$-87,586
Net investment gain or loss from common/collective trusts2014-12-31$-638,789
Net gain/loss from 103.12 investment entities2014-12-31$20,796,680
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at beginning of year2014-12-31$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,449,310
Contract administrator fees2014-12-31$39,905
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BDO USA, LLP
Accountancy firm EIN2014-12-31135381590
2013 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$67,839,423
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$18,804,771
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$18,095,932
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$40,000,000
Value of total assets at end of year2013-12-31$306,275,001
Value of total assets at beginning of year2013-12-31$257,240,349
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$708,839
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$66,823
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$129,225
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$49,034,652
Value of net assets at end of year (total assets less liabilities)2013-12-31$306,275,001
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$257,240,349
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$476,818
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$266,275,001
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$227,240,349
Net gain/loss from 103.12 investment entities2013-12-31$27,839,423
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$40,000,000
Employer contributions (assets) at end of year2013-12-31$40,000,000
Employer contributions (assets) at beginning of year2013-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$18,095,932
Contract administrator fees2013-12-31$35,973
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BDO USA, LLP
Accountancy firm EIN2013-12-31135381590
2012 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$58,465,512
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$12,915,848
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$12,252,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$30,000,000
Value of total assets at end of year2012-12-31$257,240,349
Value of total assets at beginning of year2012-12-31$211,690,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$663,056
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$101,673
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Administrative expenses (other) incurred2012-12-31$103,613
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$45,549,664
Value of net assets at end of year (total assets less liabilities)2012-12-31$257,240,349
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$211,690,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$424,334
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$227,240,349
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$181,690,685
Net gain/loss from 103.12 investment entities2012-12-31$28,465,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$30,000,000
Employer contributions (assets) at end of year2012-12-31$30,000,000
Employer contributions (assets) at beginning of year2012-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$12,252,792
Contract administrator fees2012-12-31$33,436
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31BDO USA, LLP
Accountancy firm EIN2012-12-31135381590
2011 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$33,364,022
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$13,019,070
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$12,442,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$30,000,000
Value of total assets at end of year2011-12-31$211,690,685
Value of total assets at beginning of year2011-12-31$191,345,733
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$576,528
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$95,577
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Administrative expenses (other) incurred2011-12-31$109,361
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$20,344,952
Value of net assets at end of year (total assets less liabilities)2011-12-31$211,690,685
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$191,345,733
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$331,269
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$181,690,685
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$166,345,733
Net gain/loss from 103.12 investment entities2011-12-31$3,364,022
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$30,000,000
Employer contributions (assets) at end of year2011-12-31$30,000,000
Employer contributions (assets) at beginning of year2011-12-31$25,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$12,442,542
Contract administrator fees2011-12-31$40,321
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31BDO USA, LLP
Accountancy firm EIN2011-12-31135381590
2010 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$46,310,773
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$8,418,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$7,806,825
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$25,000,000
Value of total assets at end of year2010-12-31$191,345,733
Value of total assets at beginning of year2010-12-31$153,453,139
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$611,354
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$103,897
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$109,822
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$37,892,594
Value of net assets at end of year (total assets less liabilities)2010-12-31$191,345,733
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$153,453,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$362,396
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$166,345,733
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$153,453,139
Net gain/loss from 103.12 investment entities2010-12-31$21,310,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$25,000,000
Employer contributions (assets) at end of year2010-12-31$25,000,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$7,806,825
Contract administrator fees2010-12-31$35,239
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31BDO USA, LLP
Accountancy firm EIN2010-12-31135381590
2009 : NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC

2021: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NON-CONTRIBUTORY RETIREMENT PROGRAM FOR CERTAIN EMPLOYEES OF WELLMARK, INC 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017447
Policy instance 1
Insurance contract or identification number017447
Number of Individuals Covered3098
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017447
Policy instance 1
Insurance contract or identification number017447
Number of Individuals Covered3096
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017447
Policy instance 1
Insurance contract or identification number017447
Number of Individuals Covered3163
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017447
Policy instance 1
Insurance contract or identification number017447
Number of Individuals Covered3176
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017447
Policy instance 1
Insurance contract or identification number017447
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017447
Policy instance 1
Insurance contract or identification number017447
Number of Individuals Covered3367
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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