Confie Holding II Co.

Huntington Beach, CA Finance & insuranceNAICS 524210

Self-funded health planPlan year 2025Renews January
4,075Participants+8% vs. prior year
$9.7MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#4 of 22Finance & insurance in CABy participants

Overview

Confie Holding II Co. sponsors a self-funded health plan that covered 4,075 participants in plan year 2025, up 8% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
4,075 · prior year 3,784
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Confie Holding II Co. Employee Benefit Plan, plan 502 (4,075 participants)
Broker compensation
$131K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Life Insurance Company of North AmericaLife, Accidental Death & Dismemberment, Long-term disability, Short-term disability4,980$1.1M$111K
Unum Insurance CompanyCritical Illness, Hospital Indemnity, Accident424$304K$38K
Vision Service PlanVision1,936$265K$5K
Cigna Health and Life Insurance CompanyDental, HMO1,018$146K$-22K

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$9.7M/ year

Estimated prescription spend: 4,075 participants × $2,371 national average per member. Usually higher once dependents are counted.

$251K–$619K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$73K–$184K
Lower-cost therapeutic alternatives$107K–$224K
Generic pricing vs. actual cost$46K–$139K
PBM contract terms$24K–$72K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Confie Holding II Co.
Sponsor EIN
30-0448954
Plan number
502
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 30-0448954 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
Confie Holding II Co. 401(k) Plan
Type
401(k) plan
Participants
6,164

About this data

Source: Confie Holding II Co.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Confie Holding II Co..

Request a correction · Methodology