Plan5500

Confluent Holdings Medical Plan — Form 5500 plan (Confluent Holdings, 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 Holdings Medical Plan is a benefit plan reported by Confluent Holdings, LLC under EIN 47-4749384 and plan number 501. The latest loaded filing year is 2023. The filing reports 135 participants and $476,315 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$225.3KPlan net assets, end of year$225,326
Participants135Covered participants reported
Assets / participant$3.5KComputed: assets ÷ participants$3,528 (computed)
Provider compensation$201.1K4 Schedule C provider row(s)$201,066
Plan sponsor
Confluent Holdings, LLC
EIN
47-4749384
Plan number
501
Plan type
2
Location
St. Louis, MO
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    135 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

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

Net assets

Total assets (EOY)
$476,315
Total liabilities (EOY)
$250,989
Net assets (EOY)
$225,326
Net assets (BOY)
-$3,842

Income & contributions

Employer contributions
$1,199,619
Participant contributions
$595,713
Total contributions
$1,795,332
Total income / additions
$1,801,844

Expenses & distributions

Benefits paid
$1,392,913
Administrative expenses
$179,763
Total expenses
$1,572,676
Net increase / (decrease)
$229,168
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 67%Participant 33%
Total expenses ÷ net assets698%Computed ratio
Benefits paid ÷ total income77%Computed ratio
Provider comp. ÷ net assets89%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Meritain Health, An Aetna Company$88.7K
    ADMIN · Direct $88.7K
  2. 2
    Onedigital (Cljm, LLC. Dba Hm Benef$72.7K
    BROKER · Direct $72.7K
  3. 3
    The Benecon Group, LLC$29.4K
    BROKER · Direct $29.4K
  4. 4
    Connectcare 3$10.2K
    PATIENT ADVOCATE · Direct $10.2K

What to inspect next

Frequently asked questions

Who sponsors the Confluent Holdings Medical Plan?
Confluent Holdings Medical Plan is reported as sponsored by Confluent Holdings, LLC (EIN 47-4749384, plan number 501) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Confluent Holdings Medical Plan?
The latest Form 5500 filing year loaded for Confluent Holdings Medical Plan is 2023.
How many participants does Confluent Holdings Medical Plan report?
Confluent Holdings Medical Plan reports 135 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Confluent Holdings Medical Plan?
Confluent Holdings Medical Plan reports $476,315 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages