Covenant Health 401(K) Plan — Form 5500 plan (Covenant Health)
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, Covenant Health 401(K) Plan is a benefit plan reported by Covenant Health under EIN 62-1646734 and plan number 002. The latest loaded filing year is 2023. The filing reports 11,000 participants and $782,942,861 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Covenant Health
- EIN
- 62-1646734
- Plan number
- 002
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
- Participants
- 11,000
- End-of-year plan assets
- $782,942,861
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 11,000 | H, C | 20241015130741NAL0016453491001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $782,942,861
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $782,942,861
- Net assets (BOY)
- $661,894,458
Income & contributions
- Employer contributions
- $16,666,194
- Participant contributions
- $32,363,495
- Total contributions
- $53,523,563
- Total income / additions
- $180,852,699
Expenses & distributions
- Benefits paid
- $60,080,747
- Administrative expenses
- $490,511
- Total expenses
- $60,529,616
- Net increase / (decrease)
- $120,323,083
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $252,821 | $0 | 2023 |
| Trendz Advisors, Inc. | INVESTMENT ADVISOR | $160,479 | not reported in the loaded dataset | 2023 |
| Oppenheimer & Co. | INVESTMENT ADVISOR | $55,000 | not reported in the loaded dataset | 2023 |
| Pya, P.C | ACCOUNTANT/AUDITOR | $20,374 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Covenant Health
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Knoxville, TN
- Fidelity Investments Institutional — Schedule C compensation
- Trendz Advisors, Inc. — Schedule C compensation
- Oppenheimer & Co. — Schedule C compensation
- Pya, P.C — Schedule C compensation