Covenant House Savings And Retirement Plan — Form 5500 plan (Covenant House)
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, Covenant House Savings And Retirement Plan is a benefit plan reported by Covenant House under EIN 13-2725416 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,220 participants and $57,984,183 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$58MPlan net assets, end of year$57,984,183
Participants2.2KCovered participants reported2,220
Assets / participant$26.1KComputed: assets ÷ participants$26,119 (computed)
Provider compensation$226.5K2 Schedule C provider row(s)$226,481
- Plan sponsor
- Covenant House
- EIN
- 13-2725416
- Plan number
- 002
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,220 | H, C | 20241009093324NAL0018096289002 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$58M total assets
Net assets$58MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $57,984,183
- Net assets (EOY)
- $57,984,183
- Net assets (BOY)
- $48,398,169
Income & contributions
- Employer contributions
- $3,488,631
- Participant contributions
- $3,965,751
- Total contributions
- $7,601,343
- Total income / additions
- $15,540,793
Expenses & distributions
- Benefits paid
- $5,685,655
- Administrative expenses
- $226,481
- Total expenses
- $5,954,779
- Net increase / (decrease)
- $9,586,014
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
47%53%
Employer 47%Participant 53%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income37%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $226,481 | $0 | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |