Wellmark 401(k) and pension plans

Wellmark, Inc., Des Moines, IA. EIN 35-2772844. Annual reports 2009–2024. Also filed as Wellmark, Inc.

Wellmark, Inc. has 2 active retirement plans on file. The largest is the Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc., with 2,700 participants and $235 million in assets in 2024. Principal has been its administrator since 2023.

Active plans: 2
Participants: 5,014
Plan assets: $703 million
401(k) recordkeeper: Principal
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.

Cash balance pensionActive

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 35-2772844
Participants (2024): 2,700
Net assets (2024): $235 million
Administered by: PrincipalEarlier: Prudential (2022)
Plan administrator: Wellmark, Inc.
1331 Grand Ave Station 5W615
Des Moines, IA 50309
(515) 376-4500As filed for 2024
In effect since: January 1, 1955

Earlier plan names: Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,700	$235 million	Principal
2023	2,789	$297 million	Principal
2022	2,913	$287 million	Prudential
2021	3,098	$381 million	not listed
2020	3,096	$376 million	not listed
2019	3,163	$362 million	not listed
2018	3,176	$322 million	not listed
2017	3,287	$303 million	not listed
2016	3,311	$287 million	not listed
2015	3,367	$294 million	not listed
2014	3,181	$315 million	not listed
2013	3,078	$306 million	not listed
2012	3,076	$257 million	not listed
2011	3,037	$212 million	not listed
2010	3,066	$191 million	not listed
2009	3,134	$153 million	not listed

Wellmark, Inc. Savings and Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 42-0318333
Participants (2024): 2,314
Net assets (2024): $468 million
Recordkeeper: PrincipalEarlier: Empower (2015–2021), Fidelity (2009–2014)
Plan administrator: Wellmark, Inc.
1331 Grand Avenue
Des Moines, IA 50309
(515) 376-4500As filed for 2024
In effect since: January 1, 1985

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,314	$468 million	Principal
2023	2,316	$410 million	Principal
2022	2,250	$333 million	Principal
2021	2,217	$406 million	Empower
2020	2,211	$370 million	Empower
2019	2,283	$312 million	Empower
2018	2,302	$252 million	Empower
2017	2,394	$269 million	Empower
2016	2,379	$225 million	Empower
2015	2,398	$205 million	Empower
2014	2,520	$197 million	Fidelity
2013	2,308	$183 million	Fidelity
2012	2,238	$157 million	Fidelity
2011	2,227	$140 million	Fidelity
2010	2,179	$139 million	Fidelity
2009	2,443	$124 million	Fidelity

If you had money in one of these plans

Call Principal (principal.com), which runs the Wellmark, Inc. Savings and Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((515) 376-4500). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.

Wellmark, Inc. Savings and Investment Plan

If you had money in one of these plans

What these numbers are

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