Kristi Scharl signed Wellpoint Care Network's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Wellpoint Care Network's EIN is 39-1338354.
Download the official 2024 Form 5500 (PDF) for Wellpoint Care Network from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Wellpoint Care Network's plan includes ERISA 404(c) participant direction, 403(b) custodial accounts, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2050 I Class | Common Stocks | — | — | $5.1M | 18.9% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2040 I Class | Common Stocks | — | — | $4.3M | 15.8% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2045 I Class | Common Stocks | — | — | $3.9M | 14.6% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2030 I Class | Common Stocks | — | — | $2.5M | 9.4% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2025 I Class | Common Stocks | — | — | $2.4M | 8.8% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2035 I Class | Common Stocks | — | — | $2.3M | 8.5% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2055 I Class | Common Stocks | — | — | $2.2M | 8.2% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2060 I Class | Common Stocks | — | — | $1.0M | 3.7% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2020 I Class | Common Stocks | — | — | $536K | 2.0% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2065 I Class | Common Stocks | — | — | $364K | 1.4% | |
| Stable Value Collective Trust StanCorp Equities, Inc. The Standard's Stable Asset Fund II | Stable Value | — | — | $298K | 1.1% | |
| American Funds American Funds American Balanced R6 | Mutual Funds | — | — | $196K | 0.7% | |
| T. Rowe Price Group, Inc. T. Rowe Price Blue Chip Growth I | Common Stocks | — | — | $156K | 0.6% | |
| JP Morgan Asset Management JP Morgan Small Cap Growth R6 | Other securities | — | — | $129K | 0.5% | |
| Fidelity Investments Fidelity Advisor International Small Cap Fund Class I | Mutual Funds | — | — | $109K | 0.4% | |
| Vanguard Vanuard Small Cap Index ADM | Mutual Funds | — | — | $101K | 0.4% | |
| Vanguard 500 Index Adminral | Common Collective Trusts | — | — | $92K | 0.3% | |
| Participant Loans Interest rates from 4.25% to 9.50% - 0 - | Bonds / Notes | — | — | $89K | 0.3% | |
| Oppehheimer Funds, Inc. Oppenheimer Discovery Mid Cap Growth I | Mutual Funds | — | — | $88K | 0.3% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2015 I Class | Common Stocks | — | — | $88K | 0.3% | |
| JP Morgan Asset Management JP Morgan Equity Income R6 | Other securities | — | — | $85K | 0.3% | |
| Vanguard Mid cap Index | Mutual Funds | — | — | $81K | 0.3% | |
| MFS Investment Management MFS Intl Diversification R6 | Mutual Funds | — | — | $56K | 0.2% | |
| T. Rowe Price Group, Inc. T. Rowe Price Retirement 2010 I Class | Common Stocks | — | — | $43K | 0.2% | |
| American Funds American Funds New World R6 | Mutual Funds | — | — | $38K | 0.1% | |
| MFS Investment Management MFS Mid Cap Value R6 | Mutual Funds | — | — | $37K | 0.1% | |
| American Funds American Funds Europacific Growth R6 | Mutual Funds | — | — | $34K | 0.1% | |
| John Hancock John Hancock Bond R6 | Other securities | — | — | $25K | <0.1% | |
| Victory Capital Victory Integrity Small-Cap Value R6 | Other securities | — | — | $20K | <0.1% | |
| T. Rowe Price Group, Inc. T. Rowe Price Government Money Fund | Common Stocks | — | — | $14K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class Z | Common Stocks | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
