Marci Chickering signed Wellmark, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellmark, Inc.'s EIN is 35-2772844.
Download the official 2024 Form 5500 (PDF) for Wellmark, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellmark, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $70K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Wellington US Long Duration | Other securities | — | $125.5M | $114.0M | 48.6% | |
| CIF US INVESTMENT GRADE CORPORATE L WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 120 | Common Collective Trust | — | — | $114.0M | 48.6% | |
| U.S. Government Securities U.S. Government U.S Treasury Strips | Other securities | — | $15.6M | $13.6M | 5.8% | |
| LEGAL & GENERAL RUSSELL 3000 CIT LEGAL & GENERAL INVESTMENT MANAGEMENT AMERICA, INC. · EIN 20-8058531 / PN 002 | Common Collective Trust | — | $2.6M | $10.6M | 4.5% | |
| MFS INTL EQUITY CIT SEI TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | $9.0M | $8.7M | 3.7% | |
| SVB Strategic Investors Fund IX | Other securities | — | $4.9M | $8.5M | 3.6% | |
| Cressey & Company Fund VI | Common Stocks | — | $5.1M | $8.3M | 3.5% | |
| One Rock One Rock Capital Partners III | Other securities | — | $3.5M | $7.1M | 3.0% | |
| Platinum Equity Capital Partners V | Other securities | — | $4.7M | $6.2M | 2.7% | |
| Davidson Kempner Davidson Kempner Long-Term Distressed Opportunities Fund V | Other securities | — | $3.9M | $5.7M | 2.4% | |
| SVB Strategic Investors Fund X Cayman | Other securities | — | $4.6M | $5.6M | 2.4% | |
| PIMCO Income Fund | Mutual Funds | — | $5.9M | $5.3M | 2.3% | |
| IFP Global Equity, LP - | Other securities | — | — | $4.9M | 2.1% | |
| Wellington Global Select Cap Appreciation | Other securities | — | $2.1M | $4.6M | 2.0% | |
| WELLGLSELCAPAPP WELLINGTON TRUST COMPANY, NA · EIN 20-5853753 / PN 001 | Common Collective Trust | — | — | $4.6M | 2.0% | |
| Castlelake Income Opps II | Other securities | — | $4.4M | $4.5M | 1.9% | |
| Sweetwater Secondaries Fund II | Other securities | — | $1.9M | $4.3M | 1.8% | |
| PIMCO BRAVO Fund III Onshore | Mutual Funds | — | $1.9M | $4.2M | 1.8% | |
| Related Real Estate Fund III | Other securities | — | $3.6M | $4.0M | 1.7% | |
| Apollo Natural Resources Partners III | Other securities | — | $2.8M | $3.7M | 1.6% | |
| Cash Equivalents Allspring 100% Treasury Money Market | Cash / Money Market | — | $3.1M | $3.1M | 1.3% | |
| Audax Direct Lending Solutions Fund II | Other securities | — | $2.5M | $2.6M | 1.1% | |
| Castlelake Income Opps B | Other securities | — | $937K | $1.3M | 0.6% | |
| Limited Partnerships Apollo Natural Resources Partners II | Other securities | — | $595K | $1.3M | 0.5% | |
| Baird Ultra Short Bond Fund | Mutual Funds | — | $1.1M | $1.1M | 0.5% | |
| GSO Cap Solutions Overseas Feeder Fund III | Other securities | — | $634K | $993K | 0.4% | |
| WHI Real Estate Partners WHI Real Estate Partners IV-TE - | Other securities | — | — | $573K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name |
|---|
| EIN |
|---|
| Location |
|---|
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| MERCER | — | — | INVESTMENT ADVISORY | $323K | — |
| PIMCO LIMITED PARTNER | 32-0494577 | — | INVESTMENT MANAGEMENT | $257K | — |
| WELLINGTON TRUST COMPANY | 20-5853753 | — | INVESTMENT MANAGEMENT | $232K | — |
| CASTLELAKE | 98-1456932 | — | INVESTMENT MANAGEMENT | $219K | — |
| SVB CAPITAL | — | MENLO PARK, CA | INVESTMENT MANAGEMENT | $176K | — |
| CRESSY & CO. | — | CHICAGO, IL | INVESTMENT MANAGEMENT | $150K | — |
| RELATED RE | 85-3692834 | — | INVESTMENT MANAGEMENT | $127K | — |
| APOLLO RESOURCES | 83-1847727 | — | INVESTMENT MANAGEMENT | $125K | — |
| AUDAX CAPITAL PARTNERS | 98-1606652 | — | INVESTMENT MANAGEMENT | $81K | — |
| GSO CAPITAL SOL | 83-2432555 | — | INVESTMENT MANAGEMENT | $70K | — |
| INDEPENDENT FRANCISE | — | WASHINGTON, DC | INVESTMENT MANAGEMENT | $56K | — |
| LEGAL & GENERAL INVT MGMT | 20-8058531 | — | INVESTMENT MANAGEMENT | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODIAL SOLUTIONS | 51-0099493 | — | TRUSTEE | $228K | — |
