Non Contributory Retirement Program For Certain Employees Of Wellmark, Inc.
Sponsored by Wellmark, Inc. · EIN 352772844 · Plan #001
- Total assets
- $235M
- Net assets
- $235M
- Active participants
- 1,340
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Castlelake, L.P. CRD 145165 | fuzzy_auto · 94% | 2024 |
| Cressey & Company Lp CRD 155606 | fuzzy_auto · 94% | 2024 |
| Svn Capital, Llc CRD 297005 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer | Investment advisory (plan), Direct payment from the plan | $322,621 |
| Pimco Limited Partner | Investment management, Direct payment from the plan | $256,509 |
| Wellington Trust Company | Investment management, Direct payment from the plan | $231,778 |
| Principal Custodial Solutions | Trustee (discretionary), Direct payment from the plan | $227,676 |
| Castlelake | Investment management, Direct payment from the plan | $218,823 |
| Svb Capital | Investment management, Direct payment from the plan | $176,123 |
| Cressy & Co. | Investment management, Direct payment from the plan | $150,372 |
| Related Re | Investment management, Direct payment from the plan | $126,877 |
| Apollo Resources | Investment management, Direct payment from the plan | $125,204 |
| Audax Capital Partners | Investment management, Direct payment from the plan | $81,013 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $70,229 |
| Gso Capital Sol | Investment management, Direct payment from the plan | $69,808 |
| Independent Francise | Investment management, Direct payment from the plan | $55,753 |
| Legal & General Invt Mgmt | Investment management, Direct payment from the plan | $1,968 |