The Cove Behavioral Health, Inc. Retirement Plan — Form 5500 plan (Cove Behavioral Health, Inc.)

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, The Cove Behavioral Health, Inc. Retirement Plan is a benefit plan reported by Cove Behavioral Health, Inc. under EIN 59-1514993 and plan number 003. The latest loaded filing year is 2023. The filing reports 307 participants and $4,220,658 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Cove Behavioral Health, Inc.
EIN
59-1514993
Plan number
003
Plan type
2
Location
Tampa, FL
Latest filing year
2023
Participants
307
End-of-year plan assets
$4,220,658

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023307H, C20250130160231NAL0001691040001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,220,658
Total liabilities (EOY)
$0
Net assets (EOY)
$4,220,658
Net assets (BOY)
$3,820,868

Income & contributions

Employer contributions
$174,485
Participant contributions
$428,107
Total contributions
$627,673
Total income / additions
$1,091,612

Expenses & distributions

Benefits paid
$652,110
Administrative expenses
$39,712
Total expenses
$691,822
Net increase / (decrease)
$399,790

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Ins CoRECORDKEEPER$16,266$02023
Gw Henssler And AssocINVESTMENT ADVISOR$14,998not reported in the loaded dataset2023
Florida Retirement ConsultantsTHIRD PARTY ADMIN$9,572$02023

Related Form 5500 pages