Confluent Health, LLC 401(K) Profit Sharing Plan — Form 5500 plan (Confluent Health, LLC)
Plain-English plan 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, Confluent Health, LLC 401(K) Profit Sharing Plan is a benefit plan reported by Confluent Health, LLC under EIN 47-1584422 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,449 participants and $155,920,536 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Confluent Health, LLC
- EIN
- 47-1584422
- Plan number
- 001
- Plan type
- 3
- Location
- Louisville, KY
- Latest filing year
- 2023
- Participants
- 9,449
- End-of-year plan assets
- $155,920,536
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,449 | H, C | 20241014152849NAL0046592800001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,920,536
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $155,920,536
- Net assets (BOY)
- $96,840,624
Income & contributions
- Employer contributions
- $8,022,353
- Participant contributions
- $15,954,515
- Total contributions
- $32,060,038
- Total income / additions
- $55,652,413
Expenses & distributions
- Benefits paid
- $9,974,975
- Administrative expenses
- $368,882
- Total expenses
- $10,353,273
- Net increase / (decrease)
- $45,299,140
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | NONE | $206,169 | $0 | 2023 |
| Creative Planning LLC | NONE | $93,649 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | NONE | $40,063 | not reported in the loaded dataset | 2023 |
| Strothman & Company Psc | NONE | $20,000 | not reported in the loaded dataset | 2023 |
| Mansperger Patterson & Mcmullin Plc | NONE | $9,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Confluent Health, LLC
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Louisville, KY
- Empower Annuity Insurance Company O — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Strothman & Company Psc — Schedule C compensation
- Mansperger Patterson & Mcmullin Plc — Schedule C compensation