Plan5500

Covenant Care Retirement Savings Plan — Form 5500 plan (Covenant Health & Community Services, 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, Covenant Care Retirement Savings Plan is a benefit plan reported by Covenant Health & Community Services, Inc under EIN 46-5132177 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,134 participants and $12,798,326 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$12.8MPlan net assets, end of year$12,798,326
Participants1.1KCovered participants reported1,134
Assets / participant$11.3KComputed: assets ÷ participants$11,286 (computed)
Provider compensation$72.8K2 Schedule C provider row(s)$72,763
Plan sponsor
Covenant Health & Community Services, Inc
EIN
46-5132177
Plan number
001
Plan type
2
Location
Pensacola, FL
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    1,134 participants · 2Sch HSch C
    View filing →
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)$12.8M total assets
Net assets$12.8MLiabilities$0
Money in vs. money out
Total income / additions$3.5M
Total expenses$2.6M
Benefits paid / distributions$2.6M
Contributions
Employer$186.9K
Participant$1.4M
Full reported line items

Net assets

Total assets (EOY)
$12,798,326
Total liabilities (EOY)
$0
Net assets (EOY)
$12,798,326
Net assets (BOY)
$11,924,581

Income & contributions

Employer contributions
$186,877
Participant contributions
$1,374,164
Total contributions
$1,649,322
Total income / additions
$3,516,008

Expenses & distributions

Benefits paid
$2,569,279
Administrative expenses
$72,984
Total expenses
$2,642,263
Net increase / (decrease)
$873,745
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.

Contribution share (employer vs. participant)
Employer 12%Participant 88%
Total expenses ÷ net assets21%Computed ratio
Benefits paid ÷ total income73%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Ascensus LLC$59.1K
    NONE · Direct $59.1K · Indirect $0
  2. 2
    One Digital Investment Advisors$13.6K
    NONE · Direct $13.6K

What to inspect next

Frequently asked questions

Who sponsors the Covenant Care Retirement Savings Plan?
Covenant Care Retirement Savings Plan is reported as sponsored by Covenant Health & Community Services, Inc (EIN 46-5132177, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Covenant Care Retirement Savings Plan?
The latest Form 5500 filing year loaded for Covenant Care Retirement Savings Plan is 2023.
How many participants does Covenant Care Retirement Savings Plan report?
Covenant Care Retirement Savings Plan reports 1,134 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Covenant Care Retirement Savings Plan?
Covenant Care Retirement Savings Plan reports $12,798,326 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages