WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST

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Wells Fargo & Company Short Term Disability Plan & Trust

501(c)

DBA: % WELLS FARGO INSTITUTIONAL RETIREM

Other · DES MOINES, IA · EIN 84-1749555

Voluntary Employees Beneficiary Association established to provide short term disability benefits.

In care of Wells Fargo Institutional Retirem

Donations are NOT tax-deductible

FY ending 2024-12-31

Revenue

$122.0M

Expenses

$130.5M

Assets

$23.1M

Liabilities

$161.5M$80.7M$0

18192021222324

RevenueExpenses

Latest FY2024: $122.0M · Peak FY2022: $161.5M · Avg: $142.2M

WELLS FARGO & COMPANY SHORT TERM DISABILITY PLAN & TRUST

Your actions

PO BOX 10370

DES Moines, IA, 50306-037

Voting board members1

Independent members0

Conflict-of-interest policyYes

Whistleblower policyYes

Doc-retention policyYes

Audit committeeYes

990 reviewed by boardYes

Public records

Full 990 PDFs going back to 2001, plus parsed financial extracts. The easiest place to read actual filings.

IRS-side authoritative source. Confirms current exempt status and pulls the latest determination letter.

These open in a new tab. AllCiv doesn't host filings directly — these are the authoritative public-record sources.