?>
Logo

WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameWELLMARK, INC. SAVINGS AND INVESTMENT PLAN
Plan identification number 002

WELLMARK, INC. SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • 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 WELLMARK, INC. SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARCI CHICKERING
0022016-01-01MARCI CHICKERING
0022015-01-01MARCI CHICKERING
0022014-01-01TERRENCE COONEY MARCI CHICKERING2015-10-15
0022013-01-01TERRENCE COONEY MARCI CHICKERING2014-10-13
0022012-01-01TERRENCE COONEY MARCI CHICKERING2013-10-11
0022011-01-01DAVID MANUSZAK
0022009-01-01DAVID MANUSZAK MARCI CHICKERING2010-10-12

Plan Statistics for WELLMARK, INC. SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for WELLMARK, INC. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,260
Total number of active participants reported on line 7a of the Form 55002022-01-011,871
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01377
Total of all active and inactive participants2022-01-012,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-012,250
Number of participants with account balances2022-01-012,212
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0175
2021: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,211
Total number of active participants reported on line 7a of the Form 55002021-01-011,805
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01410
Total of all active and inactive participants2021-01-012,215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-012,217
Number of participants with account balances2021-01-012,217
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0127
2020: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-012,283
Total number of active participants reported on line 7a of the Form 55002020-01-011,801
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01410
Total of all active and inactive participants2020-01-012,211
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-012,211
Number of participants with account balances2020-01-012,199
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-012,302
Total number of active participants reported on line 7a of the Form 55002019-01-011,853
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01430
Total of all active and inactive participants2019-01-012,283
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-012,283
Number of participants with account balances2019-01-012,261
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0114
2018: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,394
Total number of active participants reported on line 7a of the Form 55002018-01-011,886
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01416
Total of all active and inactive participants2018-01-012,302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-012,302
Number of participants with account balances2018-01-012,278
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,379
Total number of active participants reported on line 7a of the Form 55002017-01-012,003
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01391
Total of all active and inactive participants2017-01-012,394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-012,394
Number of participants with account balances2017-01-012,356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-018
2016: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,398
Total number of active participants reported on line 7a of the Form 55002016-01-011,990
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01389
Total of all active and inactive participants2016-01-012,379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-012,379
Number of participants with account balances2016-01-012,379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0110
2015: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,520
Total number of active participants reported on line 7a of the Form 55002015-01-012,030
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01368
Total of all active and inactive participants2015-01-012,398
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-012,398
Number of participants with account balances2015-01-012,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0119
2014: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,308
Total number of active participants reported on line 7a of the Form 55002014-01-012,039
Number of retired or separated participants receiving benefits2014-01-012
Number of other retired or separated participants entitled to future benefits2014-01-01474
Total of all active and inactive participants2014-01-012,515
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-012,520
Number of participants with account balances2014-01-012,421
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0140
2013: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,238
Total number of active participants reported on line 7a of the Form 55002013-01-011,858
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-01445
Total of all active and inactive participants2013-01-012,305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-013
Total participants2013-01-012,308
Number of participants with account balances2013-01-012,160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0135
2012: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,227
Total number of active participants reported on line 7a of the Form 55002012-01-011,778
Number of retired or separated participants receiving benefits2012-01-0111
Number of other retired or separated participants entitled to future benefits2012-01-01441
Total of all active and inactive participants2012-01-012,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-018
Total participants2012-01-012,238
Number of participants with account balances2012-01-012,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0117
2011: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,179
Total number of active participants reported on line 7a of the Form 55002011-01-011,778
Number of retired or separated participants receiving benefits2011-01-0110
Number of other retired or separated participants entitled to future benefits2011-01-01432
Total of all active and inactive participants2011-01-012,220
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-017
Total participants2011-01-012,227
Number of participants with account balances2011-01-012,180
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0132
2009: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,485
Total number of active participants reported on line 7a of the Form 55002009-01-012,018
Number of retired or separated participants receiving benefits2009-01-0110
Number of other retired or separated participants entitled to future benefits2009-01-01413
Total of all active and inactive participants2009-01-012,441
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-012,443
Number of participants with account balances2009-01-012,240
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0128

Financial Data on WELLMARK, INC. SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-38,883,351
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$34,280,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$34,081,455
Expenses. Certain deemed distributions of participant loans2022-12-31$10,488
Value of total corrective distributions2022-12-31$13,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$32,234,298
Value of total assets at end of year2022-12-31$332,772,493
Value of total assets at beginning of year2022-12-31$405,936,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$174,604
Total interest from all sources2022-12-31$519,352
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$524,515
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$524,515
Administrative expenses professional fees incurred2022-12-31$2,403
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$17,779,814
Participant contributions at end of year2022-12-31$3,803,238
Participant contributions at beginning of year2022-12-31$3,868,049
Assets. Other investments not covered elsewhere at end of year2022-12-31$4,153,530
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$3,979,237
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,059,898
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$1,560
Other income not declared elsewhere2022-12-31$-1,541,935
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-73,163,835
Value of net assets at end of year (total assets less liabilities)2022-12-31$332,772,493
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$405,936,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at beginning of year2022-12-31$139,572
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$29,933,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$96,244,336
Value of interest in pooled separate accounts at beginning of year2022-12-31$9,924,047
Interest on participant loans2022-12-31$180,845
Interest earned on other investments2022-12-31$338,507
Value of interest in common/collective trusts at end of year2022-12-31$272,815,791
Value of interest in common/collective trusts at beginning of year2022-12-31$271,227,097
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$21,202,856
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$20,553,990
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-10,593,866
Net investment gain/loss from pooled separate accounts2022-12-31$79,877
Net investment gain or loss from common/collective trusts2022-12-31$-60,105,592
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$8,394,586
Employer contributions (assets) at end of year2022-12-31$863,684
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$34,079,895
Contract administrator fees2022-12-31$172,201
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31Yes
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31RSM US LLP
Accountancy firm EIN2022-12-31420714325
2021 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$19,523
Total unrealized appreciation/depreciation of assets2021-12-31$19,523
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$83,743,951
Total loss/gain on sale of assets2021-12-31$8,154
Total of all expenses incurred2021-12-31$47,772,273
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$47,708,107
Expenses. Certain deemed distributions of participant loans2021-12-31$3,821
Value of total corrective distributions2021-12-31$7,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$26,887,688
Value of total assets at end of year2021-12-31$405,936,328
Value of total assets at beginning of year2021-12-31$369,964,650
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$52,463
Total interest from all sources2021-12-31$576,342
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$575,790
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$575,790
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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
Contributions received from participants2021-12-31$15,810,902
Participant contributions at end of year2021-12-31$3,868,049
Participant contributions at beginning of year2021-12-31$3,431,757
Assets. Other investments not covered elsewhere at end of year2021-12-31$3,979,237
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,584,894
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$4,413,816
Other income not declared elsewhere2021-12-31$501,145
Administrative expenses (other) incurred2021-12-31$52,463
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$35,971,678
Value of net assets at end of year (total assets less liabilities)2021-12-31$405,936,328
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$369,964,650
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$139,572
Assets. partnership/joint venture interests at beginning of year2021-12-31$134,245
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$96,244,336
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$280,800,023
Value of interest in pooled separate accounts at end of year2021-12-31$9,924,047
Value of interest in pooled separate accounts at beginning of year2021-12-31$7,935,326
Interest on participant loans2021-12-31$178,526
Interest earned on other investments2021-12-31$397,816
Value of interest in common/collective trusts at end of year2021-12-31$271,227,097
Value of interest in common/collective trusts at beginning of year2021-12-31$50,567,917
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$20,553,990
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$21,510,488
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$21,270,704
Net investment gain/loss from pooled separate accounts2021-12-31$2,497,951
Net investment gain or loss from common/collective trusts2021-12-31$31,406,654
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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
Contributions received in cash from employer2021-12-31$6,662,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$47,708,107
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$55,501
Aggregate carrying amount (costs) on sale of assets2021-12-31$47,347
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 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
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$85,334,538
Total loss/gain on sale of assets2020-12-31$-1,292
Total of all expenses incurred2020-12-31$27,271,696
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$27,223,460
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$23,477,924
Value of total assets at end of year2020-12-31$369,964,650
Value of total assets at beginning of year2020-12-31$311,901,808
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$48,236
Total interest from all sources2020-12-31$581,916
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,473,730
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$2,473,730
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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
Contributions received from participants2020-12-31$14,903,652
Participant contributions at end of year2020-12-31$3,431,757
Participant contributions at beginning of year2020-12-31$4,145,495
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,584,894
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$5,894,610
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$2,115,463
Other income not declared elsewhere2020-12-31$950,368
Administrative expenses (other) incurred2020-12-31$48,236
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$58,062,842
Value of net assets at end of year (total assets less liabilities)2020-12-31$369,964,650
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$311,901,808
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$134,245
Assets. partnership/joint venture interests at beginning of year2020-12-31$14,374
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$280,800,023
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$232,594,057
Value of interest in pooled separate accounts at end of year2020-12-31$7,935,326
Value of interest in pooled separate accounts at beginning of year2020-12-31$8,794,767
Interest on participant loans2020-12-31$208,373
Interest earned on other investments2020-12-31$373,543
Value of interest in common/collective trusts at end of year2020-12-31$50,567,917
Value of interest in common/collective trusts at beginning of year2020-12-31$44,051,687
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$21,510,488
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$16,406,818
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$51,588,391
Net investment gain/loss from pooled separate accounts2020-12-31$52,180
Net investment gain or loss from common/collective trusts2020-12-31$6,211,321
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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
Contributions received in cash from employer2020-12-31$6,458,809
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$27,223,460
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$134,245
Aggregate carrying amount (costs) on sale of assets2020-12-31$135,537
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 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,398
Total unrealized appreciation/depreciation of assets2019-12-31$2,398
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$81,422,380
Total loss/gain on sale of assets2019-12-31$-1,175
Total of all expenses incurred2019-12-31$21,158,742
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$21,052,845
Expenses. Certain deemed distributions of participant loans2019-12-31$4,420
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$24,070,471
Value of total assets at end of year2019-12-31$311,901,808
Value of total assets at beginning of year2019-12-31$251,638,170
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$101,477
Total interest from all sources2019-12-31$564,494
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,687,159
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$2,687,159
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$14,083,425
Participant contributions at end of year2019-12-31$4,145,495
Participant contributions at beginning of year2019-12-31$4,773,608
Assets. Other investments not covered elsewhere at end of year2019-12-31$5,894,610
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,827,734
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$3,676,635
Other income not declared elsewhere2019-12-31$1,010,510
Administrative expenses (other) incurred2019-12-31$101,477
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$60,263,638
Value of net assets at end of year (total assets less liabilities)2019-12-31$311,901,808
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$251,638,170
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$14,374
Assets. partnership/joint venture interests at beginning of year2019-12-31$7,202
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$232,594,057
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$187,309,433
Value of interest in pooled separate accounts at end of year2019-12-31$8,794,767
Value of interest in pooled separate accounts at beginning of year2019-12-31$6,949,150
Interest on participant loans2019-12-31$225,558
Interest earned on other investments2019-12-31$338,936
Value of interest in common/collective trusts at end of year2019-12-31$44,051,687
Value of interest in common/collective trusts at beginning of year2019-12-31$31,640,357
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$16,406,818
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$15,130,686
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$42,521,672
Net investment gain/loss from pooled separate accounts2019-12-31$1,647,111
Net investment gain or loss from common/collective trusts2019-12-31$8,919,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
Contributions received in cash from employer2019-12-31$6,310,411
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$21,052,845
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$15,428
Aggregate carrying amount (costs) on sale of assets2019-12-31$16,603
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 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$8,577,984
Total loss/gain on sale of assets2018-12-31$32
Total of all expenses incurred2018-12-31$26,232,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$26,117,789
Expenses. Certain deemed distributions of participant loans2018-12-31$2,421
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$23,960,601
Value of total assets at end of year2018-12-31$251,638,170
Value of total assets at beginning of year2018-12-31$269,292,681
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$112,285
Total interest from all sources2018-12-31$549,713
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,950,282
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$2,950,282
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
If this is an individual account plan, was there a blackout period2018-12-31No
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
Contributions received from participants2018-12-31$13,036,641
Participant contributions at end of year2018-12-31$4,773,608
Participant contributions at beginning of year2018-12-31$6,268,505
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,827,734
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,339,942
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$4,749,978
Other income not declared elsewhere2018-12-31$-92,500
Administrative expenses (other) incurred2018-12-31$112,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-17,654,511
Value of net assets at end of year (total assets less liabilities)2018-12-31$251,638,170
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$269,292,681
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$7,202
Assets. partnership/joint venture interests at beginning of year2018-12-31$60,050
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$187,309,433
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$215,460,227
Value of interest in pooled separate accounts at end of year2018-12-31$6,949,150
Value of interest in pooled separate accounts at beginning of year2018-12-31$7,228,583
Interest on participant loans2018-12-31$259,809
Interest earned on other investments2018-12-31$289,904
Value of interest in common/collective trusts at end of year2018-12-31$31,640,357
Value of interest in common/collective trusts at beginning of year2018-12-31$19,237,828
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$15,130,686
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$13,697,546
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-16,401,042
Net investment gain/loss from pooled separate accounts2018-12-31$-682,798
Net investment gain or loss from common/collective trusts2018-12-31$-1,706,304
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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$6,173,982
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$26,117,789
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$7,203
Aggregate carrying amount (costs) on sale of assets2018-12-31$7,171
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 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,450
Total unrealized appreciation/depreciation of assets2017-12-31$1,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$62,982,998
Total loss/gain on sale of assets2017-12-31$-7,864
Total of all expenses incurred2017-12-31$18,815,653
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$18,729,703
Expenses. Certain deemed distributions of participant loans2017-12-31$-1,054
Value of total corrective distributions2017-12-31$17,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$20,384,788
Value of total assets at end of year2017-12-31$269,292,681
Value of total assets at beginning of year2017-12-31$225,125,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$69,591
Total interest from all sources2017-12-31$519,355
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,854,348
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$2,854,348
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
If this is an individual account plan, was there a blackout period2017-12-31No
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
Contributions received from participants2017-12-31$12,029,072
Participant contributions at end of year2017-12-31$6,268,505
Participant contributions at beginning of year2017-12-31$5,540,789
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,339,942
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$6,562,694
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$2,497,559
Other income not declared elsewhere2017-12-31$836,277
Administrative expenses (other) incurred2017-12-31$69,591
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$44,167,345
Value of net assets at end of year (total assets less liabilities)2017-12-31$269,292,681
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$225,125,336
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$60,050
Assets. partnership/joint venture interests at beginning of year2017-12-31$1,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$215,460,227
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$178,407,635
Value of interest in pooled separate accounts at end of year2017-12-31$7,228,583
Value of interest in pooled separate accounts at beginning of year2017-12-31$5,907,326
Interest on participant loans2017-12-31$262,808
Interest earned on other investments2017-12-31$256,547
Value of interest in common/collective trusts at end of year2017-12-31$19,237,828
Value of interest in common/collective trusts at beginning of year2017-12-31$16,020,773
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$13,697,546
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,684,425
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$37,121,553
Net investment gain/loss from pooled separate accounts2017-12-31$1,186,323
Net investment gain or loss from common/collective trusts2017-12-31$86,768
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$5,858,157
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$18,729,703
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$48,158
Aggregate carrying amount (costs) on sale of assets2017-12-31$56,022
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 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$256
Total unrealized appreciation/depreciation of assets2016-12-31$256
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
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$34,841,220
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,005,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,945,382
Expenses. Certain deemed distributions of participant loans2016-12-31$1,572
Value of total corrective distributions2016-12-31$107
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$19,572,458
Value of total assets at end of year2016-12-31$225,125,336
Value of total assets at beginning of year2016-12-31$205,289,805
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$58,628
Total interest from all sources2016-12-31$456,703
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,437,845
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$2,437,845
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
If this is an individual account plan, was there a blackout period2016-12-31No
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
Contributions received from participants2016-12-31$11,275,737
Participant contributions at end of year2016-12-31$5,540,789
Participant contributions at beginning of year2016-12-31$5,157,735
Assets. Other investments not covered elsewhere at end of year2016-12-31$6,562,694
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$6,020,802
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$2,474,370
Other income not declared elsewhere2016-12-31$842,694
Administrative expenses (other) incurred2016-12-31$58,628
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$19,835,531
Value of net assets at end of year (total assets less liabilities)2016-12-31$225,125,336
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$205,289,805
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$1,694
Assets. partnership/joint venture interests at beginning of year2016-12-31$10,473
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$178,407,635
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$164,933,124
Value of interest in pooled separate accounts at end of year2016-12-31$5,907,326
Value of interest in pooled separate accounts at beginning of year2016-12-31$5,168,616
Interest on participant loans2016-12-31$225,280
Interest earned on other investments2016-12-31$231,423
Value of interest in common/collective trusts at end of year2016-12-31$16,020,773
Value of interest in common/collective trusts at beginning of year2016-12-31$12,942,270
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,684,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$11,056,785
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$10,839,514
Net investment gain/loss from pooled separate accounts2016-12-31$691,750
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$5,822,351
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,945,382
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31RSM US LLP
Accountancy firm EIN2016-12-31420714325
2015 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-772
Total unrealized appreciation/depreciation of assets2015-12-31$-772
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$21,423,241
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$13,387,362
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,345,033
Expenses. Certain deemed distributions of participant loans2015-12-31$1,054
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$18,785,575
Value of total assets at end of year2015-12-31$205,289,805
Value of total assets at beginning of year2015-12-31$197,253,926
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$41,275
Total interest from all sources2015-12-31$383,413
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,220,890
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$2,220,890
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
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
Contributions received from participants2015-12-31$11,188,234
Participant contributions at end of year2015-12-31$5,157,735
Participant contributions at beginning of year2015-12-31$5,144,625
Assets. Other investments not covered elsewhere at end of year2015-12-31$6,020,802
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$1,834,322
Other income not declared elsewhere2015-12-31$130,823
Administrative expenses (other) incurred2015-12-31$41,275
Total non interest bearing cash at end of year2015-12-31$0
Total non interest bearing cash at beginning of year2015-12-31$171,286,760
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$8,035,879
Value of net assets at end of year (total assets less liabilities)2015-12-31$205,289,805
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$197,253,926
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
Assets. partnership/joint venture interests at end of year2015-12-31$10,473
Assets. partnership/joint venture interests at beginning of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$164,933,124
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,176,896
Value of interest in pooled separate accounts at end of year2015-12-31$5,168,616
Value of interest in pooled separate accounts at beginning of year2015-12-31$0
Interest on participant loans2015-12-31$224,004
Interest earned on other investments2015-12-31$159,362
Value of interest in common/collective trusts at end of year2015-12-31$12,942,270
Value of interest in common/collective trusts at beginning of year2015-12-31$14,937,290
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$1,226,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$1,226,092
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$47
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$11,056,785
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-83,030
Net investment gain/loss from pooled separate accounts2015-12-31$-130,214
Net investment gain or loss from common/collective trusts2015-12-31$116,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Contributions received in cash from employer2015-12-31$5,763,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,345,033
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$3,482,263
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
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 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$90,603
Total unrealized appreciation/depreciation of assets2014-12-31$90,603
Total transfer of assets to this plan2014-12-31$4,734,843
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$89
Expenses. Interest paid2014-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022014-12-31$0
Total income from all sources (including contributions)2014-12-31$28,884,402
Total loss/gain on sale of assets2014-12-31$-58,847
Total of all expenses incurred2014-12-31$19,732,055
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$19,748,167
Expenses. Certain deemed distributions of participant loans2014-12-31$11,485
Value of total corrective distributions2014-12-31$7,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$16,831,833
Value of total assets at end of year2014-12-31$197,253,926
Value of total assets at beginning of year2014-12-31$183,366,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$-35,291
Total income from rents2014-12-31$0
Total interest from all sources2014-12-31$210,062
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$11,932,629
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$11,816,154
Assets. Real estate other than employer real property at end of year2014-12-31$0
Assets. Real estate other than employer real property at beginning of year2014-12-31$0
Administrative expenses professional fees incurred2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2014-12-31$0
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$9,781,332
Participant contributions at end of year2014-12-31$5,144,625
Participant contributions at beginning of year2014-12-31$4,871,485
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$0
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$1,892,517
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Assets. Loans (other than to participants) at end of year2014-12-31$0
Assets. Loans (other than to participants) at beginning of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$89
Other income not declared elsewhere2014-12-31$0
Administrative expenses (other) incurred2014-12-31$-35,291
Liabilities. Value of operating payables at end of year2014-12-31$0
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Total non interest bearing cash at end of year2014-12-31$171,286,760
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Income. Non cash contributions2014-12-31$0
Value of net income/loss2014-12-31$9,152,347
Value of net assets at end of year (total assets less liabilities)2014-12-31$197,253,926
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$183,366,736
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
Assets. partnership/joint venture interests at end of year2014-12-31$0
Assets. partnership/joint venture interests at beginning of year2014-12-31$0
Investment advisory and management fees2014-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,176,896
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$155,904,696
Value of interest in pooled separate accounts at end of year2014-12-31$0
Value of interest in pooled separate accounts at beginning of year2014-12-31$0
Interest on participant loans2014-12-31$209,739
Income. Interest from loans (other than to participants)2014-12-31$0
Interest earned on other investments2014-12-31$0
Income. Interest from US Government securities2014-12-31$0
Income. Interest from corporate debt instruments2014-12-31$0
Value of interest in master investment trust accounts at end of year2014-12-31$0
Value of interest in master investment trust accounts at beginning of year2014-12-31$0
Value of interest in common/collective trusts at end of year2014-12-31$14,937,290
Value of interest in common/collective trusts at beginning of year2014-12-31$16,145,856
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$1,226,092
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$3,536,054
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$3,536,054
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$323
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$0
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-508,159
Net investment gain/loss from pooled separate accounts2014-12-31$0
Net investment gain or loss from common/collective trusts2014-12-31$386,281
Net gain/loss from 103.12 investment entities2014-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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
Assets. Invements in employer securities at end of year2014-12-31$0
Assets. Invements in employer securities at beginning of year2014-12-31$0
Assets. Value of employer real property at end of year2014-12-31$0
Assets. Value of employer real property at beginning of year2014-12-31$0
Contributions received in cash from employer2014-12-31$5,157,984
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$0
Income. Dividends from preferred stock2014-12-31$0
Income. Dividends from common stock2014-12-31$116,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$19,748,167
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$3,482,263
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$2,908,734
Liabilities. Value of benefit claims payable at end of year2014-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$0
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
Aggregate proceeds on sale of assets2014-12-31$33,035,769
Aggregate carrying amount (costs) on sale of assets2014-12-31$33,094,616
Liabilities. Value of acquisition indebtedness at end of year2014-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2014-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG
Accountancy firm EIN2014-12-31346565596
2013 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$246,689
Total unrealized appreciation/depreciation of assets2013-12-31$246,689
Total transfer of assets to this plan2013-12-31$212,838
Total transfer of assets from this plan2013-12-31$332,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$89
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Expenses. Interest paid2013-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022013-12-31$0
Total income from all sources (including contributions)2013-12-31$42,492,828
Total loss/gain on sale of assets2013-12-31$206,228
Total of all expenses incurred2013-12-31$16,101,499
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$16,073,796
Expenses. Certain deemed distributions of participant loans2013-12-31$0
Value of total corrective distributions2013-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$15,356,390
Value of total assets at end of year2013-12-31$183,366,825
Value of total assets at beginning of year2013-12-31$157,094,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$27,703
Total income from rents2013-12-31$0
Total interest from all sources2013-12-31$207,715
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,052,355
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$5,018,055
Assets. Real estate other than employer real property at end of year2013-12-31$0
Assets. Real estate other than employer real property at beginning of year2013-12-31$0
Administrative expenses professional fees incurred2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2013-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2013-12-31$0
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$9,039,897
Participant contributions at end of year2013-12-31$4,871,485
Participant contributions at beginning of year2013-12-31$4,942,942
Participant contributions at end of year2013-12-31$0
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,600,721
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Assets. Loans (other than to participants) at end of year2013-12-31$0
Assets. Loans (other than to participants) at beginning of year2013-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$89
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$0
Other income not declared elsewhere2013-12-31$0
Administrative expenses (other) incurred2013-12-31$27,703
Liabilities. Value of operating payables at end of year2013-12-31$0
Liabilities. Value of operating payables at beginning of year2013-12-31$0
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Income. Non cash contributions2013-12-31$0
Value of net income/loss2013-12-31$26,391,329
Value of net assets at end of year (total assets less liabilities)2013-12-31$183,366,736
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$157,094,760
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
Assets. partnership/joint venture interests at end of year2013-12-31$0
Assets. partnership/joint venture interests at beginning of year2013-12-31$0
Investment advisory and management fees2013-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$155,904,696
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$128,759,700
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$0
Interest on participant loans2013-12-31$207,299
Income. Interest from loans (other than to participants)2013-12-31$0
Interest earned on other investments2013-12-31$0
Income. Interest from US Government securities2013-12-31$0
Income. Interest from corporate debt instruments2013-12-31$0
Value of interest in master investment trust accounts at end of year2013-12-31$0
Value of interest in master investment trust accounts at beginning of year2013-12-31$0
Value of interest in common/collective trusts at end of year2013-12-31$16,145,856
Value of interest in common/collective trusts at beginning of year2013-12-31$16,671,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$3,536,054
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$4,968,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$4,968,611
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$416
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$0
Asset value of US Government securities at end of year2013-12-31$0
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$21,459,592
Net investment gain/loss from pooled separate accounts2013-12-31$0
Net investment gain or loss from common/collective trusts2013-12-31$-36,141
Net gain/loss from 103.12 investment entities2013-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Assets. Invements in employer securities at end of year2013-12-31$0
Assets. Invements in employer securities at beginning of year2013-12-31$0
Assets. Value of employer real property at end of year2013-12-31$0
Assets. Value of employer real property at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$4,715,772
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from preferred stock2013-12-31$0
Income. Dividends from common stock2013-12-31$34,300
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$16,073,796
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Contract administrator fees2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$2,908,734
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$1,751,726
Liabilities. Value of benefit claims payable at end of year2013-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$0
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
Aggregate proceeds on sale of assets2013-12-31$28,597,628
Aggregate carrying amount (costs) on sale of assets2013-12-31$28,391,400
Liabilities. Value of acquisition indebtedness at end of year2013-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2013-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG
Accountancy firm EIN2013-12-31346565596
2012 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-19,506
Total unrealized appreciation/depreciation of assets2012-12-31$-19,506
Total transfer of assets to this plan2012-12-31$15,851
Total income from all sources (including contributions)2012-12-31$30,874,054
Total loss/gain on sale of assets2012-12-31$177,188
Total of all expenses incurred2012-12-31$13,664,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$13,625,137
Expenses. Certain deemed distributions of participant loans2012-12-31$9,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$14,947,223
Value of total assets at end of year2012-12-31$157,094,760
Value of total assets at beginning of year2012-12-31$139,869,036
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,008
Total interest from all sources2012-12-31$210,084
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,578,981
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$4,541,918
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
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
Contributions received from participants2012-12-31$8,759,574
Participant contributions at end of year2012-12-31$4,942,942
Participant contributions at beginning of year2012-12-31$4,678,487
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$1,597,034
Administrative expenses (other) incurred2012-12-31$30,008
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$4,188
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$17,209,873
Value of net assets at end of year (total assets less liabilities)2012-12-31$157,094,760
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$139,869,036
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$128,759,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$112,514,157
Interest on participant loans2012-12-31$209,276
Value of interest in common/collective trusts at end of year2012-12-31$16,671,781
Value of interest in common/collective trusts at beginning of year2012-12-31$17,296,653
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$4,968,611
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,362,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,362,373
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$808
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$10,627,655
Net investment gain or loss from common/collective trusts2012-12-31$352,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$4,590,615
Income. Dividends from common stock2012-12-31$37,063
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$13,625,137
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$1,751,726
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,013,178
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
Aggregate proceeds on sale of assets2012-12-31$20,936,507
Aggregate carrying amount (costs) on sale of assets2012-12-31$20,759,319
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31ERNST & YOUNG
Accountancy firm EIN2012-12-31346565596
2011 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-359,294
Total unrealized appreciation/depreciation of assets2011-12-31$-359,294
Total transfer of assets to this plan2011-12-31$57,224
Total income from all sources (including contributions)2011-12-31$12,229,435
Total loss/gain on sale of assets2011-12-31$149,033
Total of all expenses incurred2011-12-31$11,059,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,975,099
Expenses. Certain deemed distributions of participant loans2011-12-31$50,339
Value of total corrective distributions2011-12-31$3,859
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$13,248,466
Value of total assets at end of year2011-12-31$139,869,036
Value of total assets at beginning of year2011-12-31$138,642,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$30,435
Total interest from all sources2011-12-31$215,736
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,398,373
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$4,378,057
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Contributions received from participants2011-12-31$8,386,944
Participant contributions at end of year2011-12-31$4,678,487
Participant contributions at beginning of year2011-12-31$4,514,522
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$705,354
Administrative expenses (other) incurred2011-12-31$30,435
Total non interest bearing cash at end of year2011-12-31$4,188
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,169,703
Value of net assets at end of year (total assets less liabilities)2011-12-31$139,869,036
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$138,642,109
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$112,514,157
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$111,226,338
Interest on participant loans2011-12-31$215,424
Value of interest in common/collective trusts at end of year2011-12-31$17,296,653
Value of interest in common/collective trusts at beginning of year2011-12-31$19,117,831
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,362,373
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,107,350
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,107,350
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$312
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-5,947,376
Net investment gain or loss from common/collective trusts2011-12-31$524,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$4,156,168
Income. Dividends from common stock2011-12-31$20,316
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,975,099
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,013,178
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$1,676,068
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
Aggregate proceeds on sale of assets2011-12-31$23,365,082
Aggregate carrying amount (costs) on sale of assets2011-12-31$23,216,049
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31ERNST & YOUNG
Accountancy firm EIN2011-12-31346565596
2010 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$122,670
Total unrealized appreciation/depreciation of assets2010-12-31$122,670
Total transfer of assets to this plan2010-12-31$128,651
Total transfer of assets from this plan2010-12-31$7,931
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$83
Total income from all sources (including contributions)2010-12-31$26,836,179
Total loss/gain on sale of assets2010-12-31$173,214
Total of all expenses incurred2010-12-31$12,651,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$12,606,766
Expenses. Certain deemed distributions of participant loans2010-12-31$10,214
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,304,103
Value of total assets at end of year2010-12-31$138,642,109
Value of total assets at beginning of year2010-12-31$124,336,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$34,451
Total interest from all sources2010-12-31$232,769
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$2,276,564
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$2,272,705
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
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
Contributions received from participants2010-12-31$7,697,287
Participant contributions at end of year2010-12-31$4,514,522
Participant contributions at beginning of year2010-12-31$4,142,121
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$658,043
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$83
Administrative expenses (other) incurred2010-12-31$34,451
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$14,184,748
Value of net assets at end of year (total assets less liabilities)2010-12-31$138,642,109
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$124,336,641
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$111,226,338
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$96,651,865
Interest on participant loans2010-12-31$231,282
Value of interest in common/collective trusts at end of year2010-12-31$19,117,831
Value of interest in common/collective trusts at beginning of year2010-12-31$19,664,663
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,107,350
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,220,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,220,222
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,487
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$10,925,034
Net investment gain or loss from common/collective trusts2010-12-31$801,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
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$3,948,773
Income. Dividends from common stock2010-12-31$3,859
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$12,606,766
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$1,676,068
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$657,853
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
Aggregate proceeds on sale of assets2010-12-31$9,121,146
Aggregate carrying amount (costs) on sale of assets2010-12-31$8,947,932
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG
Accountancy firm EIN2010-12-31346565596
2009 : WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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 WELLMARK, INC. SAVINGS AND INVESTMENT PLAN

2022: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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 funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
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
2009: WELLMARK, INC. SAVINGS AND INVESTMENT PLAN 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 funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRINCIPAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 61271 )
Policy contract number613953
Policy instance 1
Insurance contract or identification number613953
Number of Individuals Covered2250
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number074192
Policy instance 2
Insurance contract or identification number074192
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-01-04
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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 number074192
Policy instance 1
Insurance contract or identification number074192
Number of Individuals Covered2217
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074192
Policy instance 1
Insurance contract or identification number074192
Number of Individuals Covered2211
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074192
Policy instance 1
Insurance contract or identification number074192
Number of Individuals Covered2283
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074192
Policy instance 1
Insurance contract or identification number074192
Number of Individuals Covered2302
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074192
Policy instance 1
Insurance contract or identification number074192
Number of Individuals Covered2394
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?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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number074192
Policy instance 1
Insurance contract or identification number074192
Number of Individuals Covered2398
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

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3