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Sponsor portfolio

COVENANT EYES, INC.

EIN 04-3734213-computer software-Latest filing 2025
Plans
3
Retirement
2
$29.9M assets
Welfare
1
$3.2M premiums
Participants
604
1525 W KING STREET - OWOSSO, MI 48867989-720-8035covenanteyes.comLinkedIn201-500 employeescomputer software
Plans on this EIN
3 filings
#001401k-$16.5M - 216 part#002ESOP-$13.4M - 181 part#501Fully Insured-$3.2M - 452 lives

Retirement portfolio analytics

2 plans aggregated / $29.9M assets / 397 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • CE 401(K) (#001)55%
  • EMPLOYEE STOCK OWNERSHIP (#002)45%
Total $29.9MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CE 401(K) (#001)216
  • EMPLOYEE STOCK OWNERSHIP (#002)181
Total 397Click row to drill in

Benefits portfolio analytics

1 plan / $3.2M premiums / 452 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Prescription drug$2.9M
  • Dental$1.9M
  • Vision$1.9M
  • Life$241K
  • Short-term disability$241K
  • +2 more
Total $3.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • BLUE CROSS OF CALIFORNIA58%
  • BLUE CARE NETWORK OF MICHIGAN34%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
Total $3.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ANJA HARMON66%
  • HUB INTERNATIONAL MIDWEST LIMITED34%
Total $126K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

CE 401(K) PLAN

401k

Assets$16.5M
Participants216
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

COVENANT EYES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$13.4M
Participants181
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COVENANT EYES GROUP INSURANCE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$3.2M
Covered lives452
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001CE 401(K) PLAN401k$16.5M2162024
002COVENANT EYES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$13.4M1812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COVENANT EYES GROUP INSURANCE PLANFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$3.2M4522025
Retirement plans
Welfare plans
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