Covenant Surgical Partners — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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 Surgical Partners (EIN 26-1860389) is a plan sponsor located in Nashville, TN with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
26-1860389
Location
Nashville, TN
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Covenant Surgical Partners

  • 2 loaded plans hold $68.3M in reported assets.
  • The largest, Covenant Surgical Partners Inc. 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,170 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$68.3MSummed across loaded plans$68,304,272
Total reported assets$68.3M$68,304,272
Total reported participants3.2K3,170
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$68.3M total assets
Net assets$68.3MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$6M
Total income / additions$18.8M
Expenses & distributions
Benefits paid / distributions$13.4M
Total expenses$13.7M
Net increase / (decrease)$5.1M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Covenant Surgical Partners Inc. 401(K) Plan
Participants per plan1,585Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 2,118 participants · 2023
  2. 2
    Covenant Surgical Partners Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 1,052 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Covenant Surgical Partners. Open one for its full reported snapshot.

  1. 2023
    Covenant Surgical Partners Health And Welfare Plan1,052 participants · 2No schedules
    View filing →
  2. 2023
    Covenant Surgical Partners Inc. 401(K) Plan2,118 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Covenant Surgical Partners report on Form 5500?
Covenant Surgical Partners (EIN 26-1860389) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Covenant Surgical Partners?
The Employer Identification Number (EIN) reported for Covenant Surgical Partners is 26-1860389.
What is the latest Form 5500 filing year for Covenant Surgical Partners?
The latest loaded Form 5500 filing year for Covenant Surgical Partners is 2023.

Related Form 5500 pages