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Sponsor portfolio

COVELLI ENTERPRISES, INC.

EIN 34-1724212-restaurants-Latest filing 2025
Plans
3
Retirement
1
$56.4M assets
Welfare
2
$1.1M premiums
Participants
4,611
3900 EAST MARKET STREET - WARREN, OH 44484330-856-3176covelli.comLinkedIn10001+ employeesrestaurants
Plans on this EIN
3 filings
#001401k-$56.4M - 2,448 part#501Self Funded-$583K - 1,306 lives#503Fully Insured-$532K - 1,299 lives

Benefits portfolio analytics

2 plans / $1.1M premiums / 2,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$583K
  • Stop-loss$583K
  • Dental$532K
  • Vision$532K
  • Life$532K
  • Short-term disability$532K
  • +2 more
Total $1.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • COMMUNITY INSURANCE COMPANY52%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA48%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • EUGENE J. ROSSI100%
  • CHAD PHILLIPS0%
Total $71K2 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

COVELLI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$56.4M
Participants2,448
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COVELLI ENTERPRISES, INC.

Self Funded - COMMUNITY INSURANCE COMPANY

Premiums$583K
Covered lives1,306
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

COVELLI ENTERPRISES, INC.

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$532K
Covered lives1,299
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COVELLI ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN & TRUST401k$56.4M2,4482024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COVELLI ENTERPRISES, INC.Self FundedCOMMUNITY INSURANCE COMPANY$583K1,3062025
503COVELLI ENTERPRISES, INC.Fully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$532K1,2992025
Retirement plans
Welfare plans
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