Plan5500

Confluence Health 401k Plan And Trust — Form 5500 plan (Confluence Health)

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, Confluence Health 401k Plan And Trust is a benefit plan reported by Confluence Health under EIN 91-0647181 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,761 participants and $626,962,637 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Confluence Health
EIN
91-0647181
Plan number
001
Plan type
2
Location
Wenatchee, WA
Latest filing year
2023
Participants
4,761
End-of-year plan assets
$626,962,637

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,761H, C20241015195805NAL0051160128001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$626,962,637
Total liabilities (EOY)
$0
Net assets (EOY)
$626,962,637
Net assets (BOY)
$558,660,069

Income & contributions

Employer contributions
$14,435,546
Participant contributions
$24,899,822
Total contributions
$41,360,503
Total income / additions
$137,960,333

Expenses & distributions

Benefits paid
$69,055,761
Administrative expenses
$501,025
Total expenses
$69,657,765
Net increase / (decrease)
$68,302,568

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fid Inv Instl Ops CoRECORDKEEPER$261,680$02023
Strategic AdvisorsINV ADV$186,588not reported in the loaded dataset2023
VerusCONSULTANT$39,998not reported in the loaded dataset2023
Harlowe & Falk LlpLEGAL$13,237not reported in the loaded dataset2023

Related Form 5500 pages