Back to filter
Original filing (PDF)20251112094802NAL0000022177001
COVINGTON CORPORATE ADVISORS, INC.
Form 5500-SF
FILING_RECEIVED
COVINGTON CORPORATE ADVISORS, INC. DEFINED BENEFIT PENSION PLAN & TRUST
Defined-benefit pension plan
Active participants
1
Accounts w/ balance
—
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVINGTON CORPORATE ADVISORS, INC..
Plan sponsor
Name
COVINGTON CORPORATE ADVISORS, INC.
EIN
46-1433412
Address
0N051 NEPIL AVE. · WHEATON, IL · 60187
Phone
(630) 319-4949
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-07-01
Tax period
2025-06-30
Filed
2025-11-12
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
KNOX LANE LP
KNOX LANE 401(K) PLAN
$1.8M · 26 participants
BUTTONWOOD FINANCIAL ADVISORS, I
BUTTONWOOD FINANCIAL ADVISORS, INC
$1.8M · 7 participants
TIERNEY MANAGEMENT, LLC
TIERNEY MANAGEMENT, LLC 401(K) PLAN
$1.8M · 3 participants
SOLITUDE FINANCIAL SERVICES
SOLITUDE FINANCIAL SERVICES ERISA PLAN
$1.8M · 7 participants
INLIGHT WEALTH MANAGEMENT, LLC
INLIGHT WEALTH MANAGEMENT, LLC 401(K) PLAN
$1.8M · 6 participants
MOUNTAIN CAPITAL MANAGEMENT, LLC
MOUNTAIN CAPITAL MANAGEMENT 401(K) PLAN
$1.8M · 10 participants
Large plans in Illinois
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - NON-LENDING
$91.1B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - DC - NON-LENDING
$62.8B
TRUSTEES OF CENTRAL STATES, SE AND SW AREAS PENSION FUND
CENTRAL STATES, SOUTHEAST & SOUTHWEST AREAS PENSION PLAN
$48.2B · 38,102 participants
STATE FARM MUTUAL AUTOMOBILE INSURANCE COMPANY
STATE FARM INSURANCE COMPANIES RETIREMENT PLAN FOR UNITED STATES EMPLOYEES
$37.7B · 39,712 participants
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE S&P 500 INDEX FUND - LENDING
$35.5B
NORTHERN TRUST INVESTMENTS, INC.
NORTHERN TRUST COLLECTIVE SHORT TERM INVESTMENT
$29.7B