2023 Form 5500 filing — Defined Benefit Pension Plan Of Covenant House, Inc.
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 20250414131431NAL0001762161001) for Defined Benefit Pension Plan Of Covenant House, Inc., reported by Covenant House, Inc. under EIN 13-2725416 and plan number 001. It reports 943 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250414131431NAL0001762161001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Covenant House, Inc.
- EIN
- 13-2725416
- Plan number
- 001
- Location
- New York, NY
- Participants
- 943
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,952,423
- Net assets (EOY)
- $30,952,423
- Employer contributions
- $3,223,476
- Total income / additions
- $5,047,816
- Benefits paid
- $2,032,806
- Administrative expenses
- $792,849
- Total expenses
- $2,825,655
- Net increase / (decrease)
- $2,222,161
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $112,893 | $0 |
| Capital Strategies Investment Group | CONSULTANT | $37,500 | not reported in the loaded dataset |