How many benefit plans does Conifer Holdings, Inc. report on Form 5500?

Conifer Holdings, Inc. (EIN 27-1298795) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Conifer Holdings, Inc.?

The Employer Identification Number (EIN) reported for Conifer Holdings, Inc. is 27-1298795.

What is the latest Form 5500 filing year for Conifer Holdings, Inc.?

The latest loaded Form 5500 filing year for Conifer Holdings, Inc. is 2023.

Conifer Holdings, Inc. — 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, Conifer Holdings, Inc. (EIN 27-1298795) is a plan sponsor located in Troy, MI with 2 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: 27-1298795
Location: Troy, MI
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $15,570,785
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $15,570,785

Contributions & income

Employer contributions: $498,530
Participant contributions: $1,015,481
Total income / additions: $4,227,288

Expenses & distributions

Benefits paid / distributions: $1,218,580
Total expenses: $1,284,178
Net increase / (decrease): $2,943,110

Coverage

Total reported participants: 292
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

Conifer Holdings, Inc. plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Conifer Holdings, Inc. 401(K) Plan	001	185	$15,570,785	2023
Conifer Holdings, Inc. Welfare Benefit Plan	501	107	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Conifer Holdings, Inc.
Year	Plan	Participants	Schedules	Filing
2023	Conifer Holdings, Inc. Welfare Benefit Plan	107	—	20240326151607NAL0000902896001
2023	Conifer Holdings, Inc. 401(K) Plan	185	H, C	20240912124855NAL0008550465001