2023 Form 5500 filing — Confluence Health 401k Plan And Trust
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 20241015195805NAL0051160128001) for Confluence Health 401k Plan And Trust, reported by Confluence Health under EIN 91-0647181 and plan number 001. It reports 4,761 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015195805NAL0051160128001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Confluence Health
- EIN
- 91-0647181
- Plan number
- 001
- Location
- Wenatchee, WA
- Participants
- 4,761
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $626,962,637
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $626,962,637
- Employer contributions
- $14,435,546
- Participant contributions
- $24,899,822
- Total income / additions
- $137,960,333
- Benefits paid
- $69,055,761
- Administrative expenses
- $501,025
- Total expenses
- $69,657,765
- Net increase / (decrease)
- $68,302,568
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fid Inv Instl Ops Co | RECORDKEEPER | $261,680 | $0 |
| Strategic Advisors | INV ADV | $186,588 | not reported in the loaded dataset |
| Verus | CONSULTANT | $39,998 | not reported in the loaded dataset |
| Harlowe & Falk Llp | LEGAL | $13,237 | not reported in the loaded dataset |