2023 Form 5500 filing — Confluent Health, LLC 401(K) Profit Sharing Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241014152849NAL0046592800001) for Confluent Health, LLC 401(K) Profit Sharing Plan, reported by Confluent Health, LLC under EIN 47-1584422 and plan number 001. It reports 9,449 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152849NAL0046592800001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Confluent Health, LLC
- EIN
- 47-1584422
- Plan number
- 001
- Location
- Louisville, KY
- Participants
- 9,449
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,920,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,920,536
- Employer contributions
- $8,022,353
- Participant contributions
- $15,954,515
- Total income / additions
- $55,652,413
- Benefits paid
- $9,974,975
- Administrative expenses
- $368,882
- Total expenses
- $10,353,273
- Net increase / (decrease)
- $45,299,140
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $206,169 | $0 |
| Creative Planning LLC | NONE | $93,649 | not reported in the loaded dataset |
| Empower Advisory Group, LLC | NONE | $40,063 | not reported in the loaded dataset |
| Strothman & Company Psc | NONE | $20,000 | not reported in the loaded dataset |
| Mansperger Patterson & Mcmullin Plc | NONE | $9,000 | not reported in the loaded dataset |