2023 Form 5500 filing — Covius Holdings, Inc. 401(K) Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015162740NAL0029104257001) for Covius Holdings, Inc. 401(K) Plan, reported by Covius Holdings, Inc. under EIN 62-1796508 and plan number 001. It reports 1,586 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015162740NAL0029104257001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Covius Holdings, Inc.
- EIN
- 62-1796508
- Plan number
- 001
- Location
- Glendale, CO
- Participants
- 1,586
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $41,408,491
- Total liabilities (EOY)
- $4,906
- Net assets (EOY)
- $41,403,585
- Employer contributions
- $2,104,421
- Participant contributions
- $4,321,508
- Total income / additions
- $12,122,913
- Benefits paid
- $4,833,940
- Administrative expenses
- $170,859
- Total expenses
- $5,081,069
- Net increase / (decrease)
- $7,041,844
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $150,143 | $0 |
| Cbiz Insurance Services, Inc. | THIRD PARTY ADMIN. | $11,250 | $0 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $6,779 | not reported in the loaded dataset |
| Empower Annuity Insurance Company O | RECORDKEEPER | $458 | $0 |