Original filing (PDF)20231109113402NAL0016686867001

COVERWALLET, INC.

Name: COVERWALLET, INC. — COVERWALLET, INC. RETIREMENT PAN, Form 5500 (2022)
Creator: COVERWALLET, INC.

Form 5500-SF

FILING_RECEIVED

COVERWALLET, INC. RETIREMENT PAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for COVERWALLET, INC..

Plan sponsor

Name

COVERWALLET, INC.

EIN

47-5163925

Address

101 6TH AVENUE · NEW YORK, NY · 10013

Phone

(585) 509-9346

Industry

Finance & Insurancesee all

Plan administrator

Name

FORUSALL, INC.

EIN

46-1803145

City

SAN CARLOS, CA

Phone

(844) 401-2253

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2023-01-01

Tax period

2023-10-20

Filed

2023-11-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

T.M. SEGER CLAIM SERVICE, INC.

T.M. SEGER CLAIM SERVICE, INC. PROFIT SHARING PLAN

DAVIES LIFE & HEALTH, INC.

CLASSIC TITLE SERVICES, LLC

CLASSIC TITLE SERVICES 401(K) PLAN

DISABILITY MANAGEMENT SERVICES, INC

DISABILITY MGMT SERVICES, INC 401K RETIREMENT PLAN

LUTHERAN TRUST, INC.

LUTHERAN TRUST, INC. 401(K) AND RETIREMENT PLAN