Plan5500

Covenant Management Systems, Lp — 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 Management Systems, Lp (EIN 74-2899856) is a plan sponsor located in Austin, TX with 3 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
74-2899856
Location
Austin, TX
Loaded plans
3
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 Management Systems, Lp

  • 3 loaded plans hold $367.5M in reported assets.
  • The largest, Cms Savings Plan And Trust, holds 100% of this company's reported plan assets.
  • Plans cover 5,318 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$367.5MSummed across loaded plans$367,451,734
Total reported assets$367.5M$367,451,734
Total reported participants5.3K5,318
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$367.5M total assets
Net assets$367.5MLiabilities$0
Contributions & income
Employer contributions$5.6M
Participant contributions$11.8M
Total income / additions$72.2M
Expenses & distributions
Benefits paid / distributions$22.6M
Total expenses$23M
Net increase / (decrease)$49.3M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

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%Cms Savings Plan And Trust
Participants per plan1,773Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

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

  1. 1
    Cms Savings Plan And Trust$367.5M
    Plan #002 · 2,956 participants · 2023
  2. 2
    Covenant Management Systems Employee Benefit Plannot reported in the loaded dataset
    Plan #501 · 1,811 participants · 2023
  3. 3
    Flex Plan For Employees Of Cmsnot reported in the loaded dataset
    Plan #505 · 551 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Covenant Management Systems, Lp. Open one for its full reported snapshot.

  1. 2023
    Covenant Management Systems Employee Benefit Plan1,811 participants · 2No schedules
    View filing →
  2. 2023
    Flex Plan For Employees Of Cms551 participants · 2No schedules
    View filing →
  3. 2023
    Cms Savings Plan And Trust2,956 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Covenant Management Systems, Lp report on Form 5500?
Covenant Management Systems, Lp (EIN 74-2899856) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Covenant Management Systems, Lp?
The Employer Identification Number (EIN) reported for Covenant Management Systems, Lp is 74-2899856.
What is the latest Form 5500 filing year for Covenant Management Systems, Lp?
The latest loaded Form 5500 filing year for Covenant Management Systems, Lp is 2023.

Related Form 5500 pages