Plan5500

Conifer Holdings, Inc. 401(K) Plan — Form 5500 plan (Conifer Holdings, Inc.)

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, Conifer Holdings, Inc. 401(K) Plan is a benefit plan reported by Conifer Holdings, Inc. under EIN 27-1298795 and plan number 001. The latest loaded filing year is 2023. The filing reports 185 participants and $15,570,785 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Conifer Holdings, Inc.
EIN
27-1298795
Plan number
001
Plan type
2
Location
Troy, MI
Latest filing year
2023
Participants
185
End-of-year plan assets
$15,570,785

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023185H, C20240912124855NAL0008550465001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,570,785
Total liabilities (EOY)
$0
Net assets (EOY)
$15,570,785
Net assets (BOY)
$12,627,675

Income & contributions

Employer contributions
$498,530
Participant contributions
$1,015,481
Total contributions
$1,831,787
Total income / additions
$4,227,288

Expenses & distributions

Benefits paid
$1,218,580
Administrative expenses
$65,598
Total expenses
$1,284,178
Net increase / (decrease)
$2,943,110

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Gregory J Schwartz & Company IncINVESTMENT ADVISOR$44,027not reported in the loaded dataset2023
Empower Annuity Insurance CoRECORDKEEPER$22,124$02023
Watkins Ross & CoCONTRACT ADMINISTRATOR$1,375not reported in the loaded dataset2023

Related Form 5500 pages