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Sponsor portfolio

CONFLUENT MEDICAL TECHNOLOGIES, INC.

EIN 26-1142245-Latest filing 2025
Plans
2
Retirement
1
$95.5M assets
Welfare
1
$7.8M premiums
Participants
1,877
6263 NORTH SCOTTSDALE ROAD, SUITE 224 - SCOTTSDALE, AZ 85250800-439-3207
Plans on this EIN
2 filings
#001401k-$95.5M - 1,188 part#501Fully Insured-$7.8M - 1,117 lives

Benefits portfolio analytics

1 plan / $7.8M premiums / 1,117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$7.0M
  • Prescription drug$7.0M
  • Dental$4.7M
  • Other$693K
  • Life$621K
  • Short-term disability$621K
  • +2 more
Total $7.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY60%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • STANDARD INSURANCE COMPANY8%
  • VISION SERVICE PLAN1%
  • ANTHEM LIFE INSURANCE COMPANY1%
  • +1 more
Total $7.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • LOCKTON COMPANIES, LLC100%
  • ABD INS. AND FINANCIAL SVCS., INC.0%
Total $227K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CONFLUENT MEDICAL TECHNOLOGIES 401(K) PLAN

401k

Assets$95.5M
Participants1,188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CONFLUENT MEDICAL TECHNOLOGIES, INC. HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES

Premiums$7.8M
Covered lives1,117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONFLUENT MEDICAL TECHNOLOGIES 401(K) PLAN401k$95.5M1,1882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CONFLUENT MEDICAL TECHNOLOGIES, INC. HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES$7.8M1,1172025
Retirement plans
Welfare plans
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