Plan5500

Defined Benefit Pension Plan Of Covenant House, Inc. — Form 5500 plan (Covenant House, Inc.)

Plain-English plan 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, Defined Benefit Pension Plan Of Covenant House, Inc. is a benefit plan reported by Covenant House, Inc. under EIN 13-2725416 and plan number 001. The latest loaded filing year is 2023. The filing reports 943 participants and $30,952,423 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Covenant House, Inc.
EIN
13-2725416
Plan number
001
Plan type
2
Location
New York, NY
Latest filing year
2023
Participants
943
End-of-year plan assets
$30,952,423

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023943H, C20250414131431NAL0001762161001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$30,952,423
Net assets (EOY)
$30,952,423
Net assets (BOY)
$28,730,262

Income & contributions

Employer contributions
$3,223,476
Total contributions
$3,223,476
Total income / additions
$5,047,816

Expenses & distributions

Benefits paid
$2,032,806
Administrative expenses
$792,849
Total expenses
$2,825,655
Net increase / (decrease)
$2,222,161

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$112,893$02023
Capital Strategies Investment GroupCONSULTANT$37,500not reported in the loaded dataset2023

Related Form 5500 pages