Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$817K
- Dental$322K
- Vision$322K
- Other$300K
- Short-term disability$170K
- Life$143K
- +1 more
Sponsor portfolio
CONFLUENT HOLDINGS, LLC
EIN 47-4749384Latest filing 2025
Plans
3
Retirement
1
$22.5M assets
Welfare
2
$1.6M premiums
Participants
1,587
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $1.6M premiums / 797 covered livesCarrier market share
Premium dollars by Schedule A carrier
51%top
- HM LIFE INSURANCE COMPANY51%
- UNITED OF OMAHA LIFE INSURANCE COMPANY28%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
- H&H HEALTH ASSOCIATES, INC.1%
Broker market share
Schedule A broker compensation
82%top
- LOCKTON COMPANIES, LLC82%
- DIGITAL INSURANCE LLC18%
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 HOLDINGS 401(K) PLAN
401k
Assets$22.5M
Participants790
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
CONFLUENT HOLDINGS, LLC GROUP INSURANCE PLAN
Mixed - HM LIFE INSURANCE COMPANY
Premiums$1.6M
Covered lives797
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
CONFLUENT HOLDINGS MEDICAL PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CONFLUENT HOLDINGS 401(K) PLAN | 401k | $22.5M | 790 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | CONFLUENT HOLDINGS, LLC GROUP INSURANCE PLAN | Mixed | HM LIFE INSURANCE COMPANY | $1.6M | 797 | 2025 | |
| 501 | CONFLUENT HOLDINGS MEDICAL PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans