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  2. COVENANT HEALTH & COMMUNITY SERVICES, INC
Sponsor portfolio

COVENANT HEALTH & COMMUNITY SERVICES, INC

EIN 46-5132177-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
1
$10.1M assets
Welfare
1
$2.1M premiums
Participants
642
5101 N. 12TH AVENUE,, STE B - PENSACOLA, FL 32504850-365-9642
Plans on this EIN
2 filings
#001403b-$10.1M - 510 part#510Fully Insured-$2.1M - 365 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 365 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Other$249K
  • Long-term disability$242K
  • Dental$232K
  • Vision$232K
  • +2 more
Total $2.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
  • TRULII3%
  • TELADOC1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $2.1M5 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • BARNES INSURANCE & FINANCIAL SERVIC97%
  • UNKNOWN3%
  • INNOVATIVE BENEFIT CONSULTANTS0%
  • KEITH LEPACK0%
  • ROBERT J MILLS0%
  • +1 more
Total $92K6 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

COVENANT CARE RETIREMENT SAVINGS PLAN

403b

Assets$10.1M
Participants510
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

COVENANT HEALTH & COMMUNITY SERVICES HEALTH & WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$2.1M
Covered lives365
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COVENANT CARE RETIREMENT SAVINGS PLAN403b$10.1M5102024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510COVENANT HEALTH & COMMUNITY SERVICES HEALTH & WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$2.1M3652024
Retirement plans
Welfare plans
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