Waddell & Reed Inc.
Plan context: Waddell & Reed Inc. Group Life and Medical Insurance Plan
EIN 43-1235675 • 99 filings • 16 plans
Current Snapshot
Latest Year
2022
2022 Participants
8
2022 Assets
$0
2022 Contributions
$19,391,987
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
No historical points available.
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2022 | 1 | 8 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 8 | - | - | - |
| 2021 | 1 | 359 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 359 | - | - | - |
| 2020 | 1 | 1,022 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,022 | - | - | - |
| 2019 | 1 | 994 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 994 | - | - | - |
| 2018 | 1 | 1,230 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,230 | - | - | - |
| 2017 | 1 | 1,966 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,966 | - | - | - |
| 2016 | 1 | 2,329 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 2,329 | - | - | - |
| 2015 | 1 | 2,567 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 2,567 | - | - | - |
| 2014 | 1 | 2,435 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 2,435 | - | - | - |
| 2013 | 8 | 1,417 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,417 | - | - | - |
| Business Travel Insurance | - | 0 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 0 | - | - | - |
| Waddell & Reed Inc. Cafeteria Plan | - | 0 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 0 | - | - | - |
| WADDELL & REED, INC. GROUP DENTAL PLAN | - | 0 | - | - | - |
| WADDELL & REED, INC. VOLUNTARY VISION PLAN | - | 0 | - | - | - |
| WADDELL & REED, INC. SUPPLEMENTAL GROUP TERM LIFE INSURANCE PLAN | - | 0 | - | - | - |
| 2012 | 8 | 2,210 | $0 | $0 | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,210 | - | - | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,539 | - | - | - |
| Business Travel Insurance | - | 1,883 | - | - | - |
| Waddell & Reed Inc. Cafeteria Plan | - | 740 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,632 | - | - | - |
| WADDELL & REED, INC. GROUP DENTAL PLAN | - | 2,175 | - | - | - |
| WADDELL & REED, INC. VOLUNTARY VISION PLAN | - | 1,565 | - | - | - |
| WADDELL & REED, INC. SUPPLEMENTAL GROUP TERM LIFE INSURANCE PLAN | - | 466 | - | - | - |
| 2011 | 9 | 2,169 | $0 | $0 | - |
| Waddell & Reed Inc. Cafeteria Plan | - | 715 | - | - | - |
| WADDELL & REED, INC. GROUP DENTAL PLAN | - | 2,084 | - | - | - |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,169 | - | - | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,507 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,364 | - | - | - |
| WADDELL & REED, INC. VOLUNTARY VISION PLAN | - | 1,408 | - | - | - |
| WADDELL & REED, INC. SUPPLEMENTAL GROUP TERM LIFE INSURANCE PLAN | - | 480 | - | - | - |
| Waddell & Reed Inc. Separation Assistance Program | - | 0 | - | - | - |
| 2010 | 7 | 2,293 | $0 | $0 | - |
| Waddell & Reed Inc. Cafeteria Plan | - | 674 | - | - | - |
| Waddell & Reed Inc. Cafeteria Plan | - | 689 | - | - | - |
| Waddell & Reed Inc. Separation Assistance Program | - | 5 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,050 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,293 | - | - | - |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,363 | - | - | - |
| 2009 | 7 | 2,363 | $0 | $0 | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,290 | - | - | - |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Separation Assistance Program | - | 6 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,253 | - | - | - |
| Waddell & Reed Inc. Cafeteria Plan | - | 644 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,363 | - | - | - |
| WADDELL & REED, INC. LONG-TERM CARE | - | 0 | - | - | - |
| 2008 | 5 | 2,393 | $0 | $19,391,987 | $8,104iApproximate average salary by contribution assumption: employee only about $202,591 at 4% or $135,061 at 6%; with 50% employer match about $135,061 at 4% or $90,040 at 6%; with 100% employer match about $101,295 at 4% or $67,530 at 6%. |
| Waddell & Reed Inc. Long Term Disability | - | 1,196 | - | - | - |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,393 | - | $19,391,987 | $8,104iApproximate average salary by contribution assumption: employee only about $202,591 at 4% or $135,061 at 6%; with 50% employer match about $135,061 at 4% or $90,040 at 6%; with 100% employer match about $101,295 at 4% or $67,530 at 6%. |
| Waddell & Reed Inc. Separation Assistance Program | - | 4 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,195 | - | - | - |
| 2007 | 5 | 2,109 | $0 | $15,675,027 | $7,432iApproximate average salary by contribution assumption: employee only about $185,811 at 4% or $123,874 at 6%; with 50% employer match about $123,874 at 4% or $82,583 at 6%; with 100% employer match about $92,906 at 4% or $61,937 at 6%. |
| Waddell & Reed Inc. Long Term Disability | - | 1,358 | - | - | - |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,109 | - | $15,675,027 | $7,432iApproximate average salary by contribution assumption: employee only about $185,811 at 4% or $123,874 at 6%; with 50% employer match about $123,874 at 4% or $82,583 at 6%; with 100% employer match about $92,906 at 4% or $61,937 at 6%. |
| Waddell & Reed Inc. Separation Assistance Program | - | 8 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,200 | - | - | - |
| 2006 | 5 | 2,067 | $0 | $14,886,148 | $7,202iApproximate average salary by contribution assumption: employee only about $180,045 at 4% or $120,030 at 6%; with 50% employer match about $120,030 at 4% or $80,020 at 6%; with 100% employer match about $90,023 at 4% or $60,015 at 6%. |
| Waddell & Reed Inc. Long Term Disability | - | 1,282 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,067 | - | $14,886,148 | $7,202iApproximate average salary by contribution assumption: employee only about $180,045 at 4% or $120,030 at 6%; with 50% employer match about $120,030 at 4% or $80,020 at 6%; with 100% employer match about $90,023 at 4% or $60,015 at 6%. |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,131 | - | - | - |
| Waddell & Reed Inc. Separation Assistance Program | - | 10 | - | - | - |
| 2005 | 5 | 2,334 | $0 | $14,049,736 | $6,020iApproximate average salary by contribution assumption: employee only about $150,490 at 4% or $100,327 at 6%; with 50% employer match about $100,327 at 4% or $66,884 at 6%; with 100% employer match about $75,245 at 4% or $50,163 at 6%. |
| Waddell & Reed Inc. Long Term Disability | - | 1,227 | - | - | - |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,334 | - | $14,049,736 | $6,020iApproximate average salary by contribution assumption: employee only about $150,490 at 4% or $100,327 at 6%; with 50% employer match about $100,327 at 4% or $66,884 at 6%; with 100% employer match about $75,245 at 4% or $50,163 at 6%. |
| Waddell & Reed Inc. Separation Assistance Program | - | 15 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,099 | - | - | - |
| 2004 | 5 | 2,312 | $0 | $13,550,715 | $5,861iApproximate average salary by contribution assumption: employee only about $146,526 at 4% or $97,684 at 6%; with 50% employer match about $97,684 at 4% or $65,123 at 6%; with 100% employer match about $73,263 at 4% or $48,842 at 6%. |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Separation Assistance Program | - | 0 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 1,056 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,312 | - | $13,550,715 | $5,861iApproximate average salary by contribution assumption: employee only about $146,526 at 4% or $97,684 at 6%; with 50% employer match about $97,684 at 4% or $65,123 at 6%; with 100% employer match about $73,263 at 4% or $48,842 at 6%. |
| Waddell & Reed Inc. Long Term Disability | - | 1,205 | - | - | - |
| 2003 | 5 | 2,452 | $0 | $12,589,599 | $5,134iApproximate average salary by contribution assumption: employee only about $128,361 at 4% or $85,574 at 6%; with 50% employer match about $85,574 at 4% or $57,049 at 6%; with 100% employer match about $64,180 at 4% or $42,787 at 6%. |
| Waddell & Reed Inc. Long Term Disability | - | 1,137 | - | - | - |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,452 | - | $12,589,599 | $5,134iApproximate average salary by contribution assumption: employee only about $128,361 at 4% or $85,574 at 6%; with 50% employer match about $85,574 at 4% or $57,049 at 6%; with 100% employer match about $64,180 at 4% or $42,787 at 6%. |
| Waddell & Reed Inc. Separation Assistance Program | - | 0 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 889 | - | - | - |
| 2002 | 5 | 2,322 | $0 | $11,211,007 | $4,828iApproximate average salary by contribution assumption: employee only about $120,704 at 4% or $80,469 at 6%; with 50% employer match about $80,469 at 4% or $53,646 at 6%; with 100% employer match about $60,352 at 4% or $40,235 at 6%. |
| Waddell & Reed Inc. Separation Assistance Program | - | 0 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 847 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,322 | - | $11,211,007 | $4,828iApproximate average salary by contribution assumption: employee only about $120,704 at 4% or $80,469 at 6%; with 50% employer match about $80,469 at 4% or $53,646 at 6%; with 100% employer match about $60,352 at 4% or $40,235 at 6%. |
| Business Travel Insurance | - | 305 | - | - | - |
| Waddell & Reed Inc. Long Term Disability | - | 1,103 | - | - | - |
| 2001 | 5 | 2,252 | $0 | $9,420,186 | $4,183iApproximate average salary by contribution assumption: employee only about $104,576 at 4% or $69,717 at 6%; with 50% employer match about $69,717 at 4% or $46,478 at 6%; with 100% employer match about $52,288 at 4% or $34,859 at 6%. |
| Waddell & Reed Inc. Long Term Disability | - | 1,101 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 846 | - | - | - |
| Waddell & Reed Inc. Separation Assistance Program | - | 0 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 2,252 | - | $9,420,186 | $4,183iApproximate average salary by contribution assumption: employee only about $104,576 at 4% or $69,717 at 6%; with 50% employer match about $69,717 at 4% or $46,478 at 6%; with 100% employer match about $52,288 at 4% or $34,859 at 6%. |
| Business Travel Insurance | - | 350 | - | - | - |
| 2000 | 5 | 1,958 | $0 | $6,927,709 | $3,538iApproximate average salary by contribution assumption: employee only about $88,454 at 4% or $58,969 at 6%; with 50% employer match about $58,969 at 4% or $39,313 at 6%; with 100% employer match about $44,227 at 4% or $29,485 at 6%. |
| Waddell & Reed Inc. Sick Leave Plan | - | 799 | - | - | - |
| Waddell & Reed Inc. Separation Assistance Program | - | 22 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 1,958 | - | $6,927,709 | $3,538iApproximate average salary by contribution assumption: employee only about $88,454 at 4% or $58,969 at 6%; with 50% employer match about $58,969 at 4% or $39,313 at 6%; with 100% employer match about $44,227 at 4% or $29,485 at 6%. |
| Business Travel Insurance | - | 350 | - | - | - |
| Waddell & Reed Inc. Long Term Disability | - | 959 | - | - | - |
| 1999 | 6 | 1,584 | $0 | $4,382,573 | $2,767iApproximate average salary by contribution assumption: employee only about $69,169 at 4% or $46,113 at 6%; with 50% employer match about $46,113 at 4% or $30,742 at 6%; with 100% employer match about $34,585 at 4% or $23,056 at 6%. |
| Waddell & Reed Inc. Career Field Retirement Plan | - | 0 | - | - | - |
| Business Travel Insurance | - | 350 | - | - | - |
| Waddell & Reed Inc. Long Term Disability | - | 785 | - | - | - |
| Waddell & Reed Inc. Group Life and Medical Insurance Plan | - | 1,584 | - | $4,382,573 | $2,767iApproximate average salary by contribution assumption: employee only about $69,169 at 4% or $46,113 at 6%; with 50% employer match about $46,113 at 4% or $30,742 at 6%; with 100% employer match about $34,585 at 4% or $23,056 at 6%. |
| Waddell & Reed Inc. Separation Assistance Program | - | 1 | - | - | - |
| Waddell & Reed Inc. Sick Leave Plan | - | 650 | - | - | - |