Confluence Health — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Confluence Health (EIN 91-0647181) is a plan sponsor located in Wenatchee, WA with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
91-0647181
Location
Wenatchee, WA
Loaded plans
2
Latest filing year
2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY)
$626,962,637
Total reported liabilities (EOY)
$0
Total reported net assets (EOY)
$626,962,637

Contributions & income

Employer contributions
$14,435,546
Participant contributions
$24,899,822
Total income / additions
$137,960,333

Expenses & distributions

Benefits paid / distributions
$69,055,761
Total expenses
$69,657,765
Net increase / (decrease)
$68,302,568

Coverage

Total reported participants
5,073
Plans with financial statements
1
Plans with provider compensation
1

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Largest loaded plans by reported assets

Confluence Health plans by reported end-of-year assets
PlanPlan #ParticipantsReported assets (EOY)Year
Confluence Health 401k Plan And Trust0014,761$626,962,6372023
Wenatchee Valley Medical Center Employee Welfare Benefit Plan501312not reported in the loaded dataset2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Confluence Health
YearPlanParticipantsSchedulesFiling
2023Wenatchee Valley Medical Center Employee Welfare Benefit Plan31220240628140747NAL0000791409001
2023Confluence Health 401k Plan And Trust4,761H, C20241015195805NAL0051160128001

Related Form 5500 pages