Covius Holdings, Inc. 401(K) Plan — Form 5500 plan (Covius Holdings, 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, Covius Holdings, Inc. 401(K) Plan is a benefit plan reported by Covius Holdings, Inc. under EIN 62-1796508 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,586 participants and $41,408,491 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Covius Holdings, Inc.
- EIN
- 62-1796508
- Plan number
- 001
- Plan type
- 2
- Location
- Glendale, CO
- Latest filing year
- 2023
- Participants
- 1,586
- End-of-year plan assets
- $41,408,491
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,586 | H, C | 20241015162740NAL0029104257001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $41,408,491
- Total liabilities (EOY)
- $4,906
- Net assets (EOY)
- $41,403,585
- Net assets (BOY)
- $29,576,230
Income & contributions
- Employer contributions
- $2,104,421
- Participant contributions
- $4,321,508
- Total contributions
- $6,659,957
- Total income / additions
- $12,122,913
Expenses & distributions
- Benefits paid
- $4,833,940
- Administrative expenses
- $170,859
- Total expenses
- $5,081,069
- Net increase / (decrease)
- $7,041,844
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORDKEEPER | $150,143 | $0 | 2023 |
| Cbiz Insurance Services, Inc. | THIRD PARTY ADMIN. | $11,250 | $0 | 2023 |
| Ubs Financial Services Inc | INVESTMENT ADVISOR | $6,779 | not reported in the loaded dataset | 2023 |
| Empower Annuity Insurance Company O | RECORDKEEPER | $458 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Covius Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Glendale, CO
- Transamerica Retirement Solutions — Schedule C compensation
- Cbiz Insurance Services, Inc. — Schedule C compensation
- Ubs Financial Services Inc — Schedule C compensation
- Empower Annuity Insurance Company O — Schedule C compensation