CONFLUENCE HEALTH 401K PLAN AND TRUST
Plan Contact
- Address: 1201 S MILLER ST,WENATCHEE,WA
- Contact person: TOM LEGEL
- Phone: (509) 663-8711
Plan General Information
CONFLUENCE HEALTH 401K PLAN AND TRUST Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of CONFLUENCE HEALTH 401K PLAN AND TRUST is $626,962,637.00.This plan was established in 1961.
CONFLUENCE HEALTH 401K PLAN AND TRUST Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in CONFLUENCE HEALTH 401K PLAN AND TRUST is 4761
CONFLUENCE HEALTH 401K PLAN AND TRUST Average Participant Retirement Account Value
In 2023, the average participant retirement account value for CONFLUENCE HEALTH 401K PLAN AND TRUST is $131,687.00
CONFLUENCE HEALTH 401K PLAN AND TRUST Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for CONFLUENCE HEALTH 401K PLAN AND TRUST is $5,517.00.
CONFLUENCE HEALTH 401K PLAN AND TRUST Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in CONFLUENCE HEALTH 401K PLAN AND TRUST is approximately $3,032.00
Investing in this additonal $3,032.00 for 20 years would give you extra $194,050.00, assuming a 10% annual return.
Investing in this additonal $3,032.00 for 20 years would give you extra $194,050.00, assuming a 10% annual return.
CONFLUENCE HEALTH 401K PLAN AND TRUST Total Employer Contribution and Match Rate
In 2023, CONFLUENCE HEALTH 401K PLAN AND TRUST allocates $14,435,546.00 to match its employees' contributions, providing an employer match rate of 57.97% of their contributions
CONFLUENCE HEALTH 401K PLAN AND TRUST Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of CONFLUENCE HEALTH 401K PLAN AND TRUST is 12.23%.
CONFLUENCE HEALTH 401K PLAN AND TRUST Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for CONFLUENCE HEALTH 401K PLAN AND TRUST is 17.74%. This measures the effectiveness of the plan participants' investments in the year.
CONFLUENCE HEALTH 401K PLAN AND TRUST Expense Ratio
In 2023, the investment and administrative expense ratio of CONFLUENCE HEALTH 401K PLAN AND TRUST is 0.08%.
Enrollment Features
CONFLUENCE HEALTH 401K PLAN AND TRUST has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
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