2023 Form 5500 filing — Confluent Holdings Medical 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 20250708090423NAL0004513617001) for Confluent Holdings Medical Plan, reported by Confluent Holdings, LLC under EIN 47-4749384 and plan number 501. It reports 135 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$225.3KReported net assets$225,326
Participants135
Provider compensation$201.1K4 Schedule C row(s)$201,066
Schedules filedSchedule H, Schedule CLoaded schedules
EFAST2 acknowledgement
20250708090423NAL0004513617001
Plan sponsor
Confluent Holdings, LLC
EIN
47-4749384
Plan number
501
Location
St. Louis, MO
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$476.3K total assets
Net assets$225.3KLiabilities$251K
Money in vs. money out
Total income / additions$1.8M
Total expenses$1.6M
Benefits paid / distributions$1.4M
Contributions
Employer$1.2M
Participant$595.7K
Full reported line items
Total assets (EOY)
$476,315
Total liabilities (EOY)
$250,989
Net assets (EOY)
$225,326
Employer contributions
$1,199,619
Participant contributions
$595,713
Total income / additions
$1,801,844
Benefits paid
$1,392,913
Administrative expenses
$179,763
Total expenses
$1,572,676
Net increase / (decrease)
$229,168
Schedule C

Reported service provider compensation

Compensation reported on the 2023 filing, ranked by reported total.

  1. 1
    ADMIN · Direct $88.7K
  2. 2
    BROKER · Direct $72.7K
  3. 3
    BROKER · Direct $29.4K
  4. 4
    PATIENT ADVOCATE · Direct $10.2K

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20250708090423NAL0004513617001 cover?
It is the 2023 Form 5500 filing for Confluent Holdings Medical Plan, reported by Confluent Holdings, LLC (EIN 47-4749384).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Related Form 5500 pages