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Original filing (PDF)20251015151945NAL0005269665003
COVINGTON & BURLING LLP
Form 5500
FILING_RECEIVED
COVINGTON PORTFOLIO PENSION PLAN
Defined-benefit pension plan
Signals · 2
27% in single holdingNo recordkeeper disclosed
Active participants
283
Accounts w/ balance
—
Plan assets (EOY)
$187.0M
Net assets (EOY)
$187.0M
How this plan invests
This plan
9 pooled trusts
Schedule D
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
87
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Schwab Indexed Retirement Trust 2050" is 27% of plan.
- 13 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COVINGTON & BURLING LLP.
Plan sponsor
Name
COVINGTON & BURLING LLP
EIN
53-0188411
Address
ONE CITY CENTER · 850 TENTH STREET, NW · WASHINGTON, DC · 20001
Phone
(202) 662-6000
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
010
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $97K | — |
| PRICEWATERHOUSECOOPERS LLP | 13-4008324 | — | NONE | $79K | — |
| FIDUCIENT ADVISORS LLC | 36-4008324 | — | NONE | $50K | — |
| BAKER TILLY US LLP | 39-0859910 | — | NONE | $24K | — |
Investments
1 direct security · 9 pooled funds· $187.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$172.6M
9 holdings
Uncategorized
$14.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB INDEXED RET TR FUND 2050 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 019 | Common Collective Trust | — | $37.6M | $50.1M | 26.8% | |
| SCHWAB INDEXED RET TR FUND 2055 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 021 | Common Collective Trust | — | $23.5M | $31.3M | 16.7% | |
| SCHWAB INDEXED RET TR FUND 2060 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 023 | Common Collective Trust | — | $23.5M | $30.4M | 16.2% | |
| SCHWAB INDEXED RET TR FUND 2045 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 018 | Common Collective Trust | — | $19.0M | $22.6M | 12.1% | |
| Vanguard Treasury Money Market Fund | — | — | $14.5M | $14.5M | 7.7% | |
| SCHWAB INDEXED RET TR FUND 2040 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 017 | Common Collective Trust | — | $12.6M | $12.4M | 6.7% | |
| SCHWAB INDEXED RET TR FUND 2065 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 025 | Common Collective Trust | — | $7.0M | $8.3M | 4.4% | |
| SCHWAB INDEXED RET TR FUND 2010 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 011 | Common Collective Trust | — | $8.3M | $8.3M | 4.4% | |
| SCHWAB INDEXED RET TR FUND 2030 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 015 | Common Collective Trust | — | $7.6M | $7.5M | 4.0% | |
| SCHWAB INDEXED RET TR FUND 2035 CHARLES SCHWAB TRUST BANK · EIN 81-0625169 / PN 016 | Common Collective Trust | — | $1.7M | $1.7M | 0.9% |
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