How big is Covenant Underwriters LLC's plan?

Covenant Underwriters LLC's plan reported $1.2M in assets and 46 participants for 2024.

Original filing (PDF)20250417220947NAL0002097601078

Covenant Underwriters LLC

Name: Covenant Underwriters LLC — Covenant Underwriters, Form 5500 (2024)
Creator: Covenant Underwriters LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Covenant Underwriters LLC 401(k) Plan

401(k) retirement plan · Covenant Underwriters LLC's Covenant Underwriters LLC 401(k) Plan held $1.2M in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Covenant Underwriters LLC's EIN is 83-2562728.

EIN 83-2562728

Plan number 001

Plan year 2024

ACK ID 20250417220947NAL0002097601078

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Covenant Underwriters LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Covenant Underwriters LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score