Andrew Walker signed Wellspan Health's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellspan Health's EIN is 22-2517863.
Download the official 2024 Form 5500 (PDF) for Wellspan Health from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellspan Health's plan includes ERISA 404(c) participant direction, a 401(k) feature, a 403(b) annuity, 403(b) custodial accounts, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1.2M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|
| VESTIA ADVISORS LLC | 82-1828832 | — | OTHER FEES | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $262K | — |
| FLEXIBLE PLAN INVESTMENTS, LTD | 38-2340348 | — | ADVISOR | $9K | — |
| MZ KARK & ASSOCIATES | 84-0841824 | — | ADVISOR | $4K | — |
| PHYSICIAN WEALTH SOLUTIONS | 46-3705575 | — | ADVISOR | $2K | — |
| SHARAPORTFOLIO, INC. | 47-2224652 | — | ADVISOR | $347 | — |
| BRIGHTHOUSE LIFE INSURANCE COMPANY | 06-0566090 | — | INVESTMENT ADVISORY | $0 | — |
| MUTUAL OF AMERICA | 13-1614399 | — | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO. | 94-1737782 | — | BROKERAGE SERVICES | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STAMBAUGH NESS, INC. | 23-2846715 | — | AUDITOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALOKE DESNPANDE DBA SMARTPATH, INC. | — | ATLANTA, GA | CONSULTING | $239K | — |
| WELLSPAN HEALTH | 22-2517863 | — | OTHER FEES | $100K | — |
| PAULSON WEALTH MANAGEMENT | 47-3668743 | — | OTHER FEES | $6K | — |
