2023 Form 5500 filing — Covenant House Savings And Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241009093324NAL0018096289002) for Covenant House Savings And Retirement Plan, reported by Covenant House under EIN 13-2725416 and plan number 002. It reports 2,220 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$58MReported net assets$57,984,183
Participants2.2K2,220
Provider compensation$226.5K2 Schedule C row(s)$226,481
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241009093324NAL0018096289002
- Plan sponsor
- Covenant House
- EIN
- 13-2725416
- Plan number
- 002
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$58M total assets
Net assets$58MLiabilities—
Full reported line items
- Total assets (EOY)
- $57,984,183
- Net assets (EOY)
- $57,984,183
- Employer contributions
- $3,488,631
- Participant contributions
- $3,965,751
- Total income / additions
- $15,540,793
- Benefits paid
- $5,685,655
- Administrative expenses
- $226,481
- Total expenses
- $5,954,779
- Net increase / (decrease)
- $9,586,014
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $226,481 | $0 |
| National Financial Services | SECURITIES BROKER | $0 | $0 |