Covington Portfolio Pension Plan — Form 5500 plan (Covington & Burling Llp)

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, Covington Portfolio Pension Plan is a benefit plan reported by Covington & Burling Llp under EIN 53-0188411 and plan number 010. The latest loaded filing year is 2023. The filing reports 307 participants and $155,850,070 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$155.9MPlan net assets, end of year$155,850,070
Participants307Covered participants reported
Assets / participant$507.7KComputed: assets ÷ participants$507,655 (computed)
Provider compensation$211.3K3 Schedule C provider row(s)$211,298
Plan sponsor
Covington & Burling Llp
EIN
53-0188411
Plan number
010
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20240913073146NAL0011298609001
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)$155.9M total assets
Net assets$155.9MLiabilities
Money in vs. money out
Total income / additions$63.7M
Total expenses$10.2M
Benefits paid / distributions$10M
Contributions
Employer$40.8M
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$155,850,070
Net assets (EOY)
$155,850,070
Net assets (BOY)
$102,283,757

Income & contributions

Employer contributions
$40,811,396
Total contributions
$40,811,396
Total income / additions
$63,745,884

Expenses & distributions

Benefits paid
$9,968,273
Administrative expenses
$211,298
Total expenses
$10,179,571
Net increase / (decrease)
$53,566,313
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.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income16%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Pricewaterhousecoopers LlpNONE$123,717not reported in the loaded dataset2023
Schwab Retirement Plan Services IncNONE$64,744not reported in the loaded dataset2023
Baker Tilly Us LlpNONE$22,837not reported in the loaded dataset2023

Related Form 5500 pages