Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.9M
- Life$1.5M
- Long-term disability$1.5M
- Dental$984K
- Short-term disability$364K
- Vision$201K
- +1 more
Sponsor portfolio
COVENANT MANAGEMENT SYSTEMS, LP
EIN 74-2899856Administrative and Support and Waste Management and Remediation ServicesLatest filing 2024
Plans
3
Retirement
1
$414.2M assets
Welfare
2
$3.2M premiums
Participants
5,304
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $3.2M premiums / 3,762 covered livesCarrier market share
Premium dollars by Schedule A carrier
47%top
- SYMETRA LIFE INSURANCE COMPANY47%
- HUMANA INSURANCE COMPANY30%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY16%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION1%
Broker market share
Schedule A broker compensation
96%top
- EDGEWOOD PARTNERS INSURANCE CENTER96%
- GALLAGHER BENEFIT SERVICES, INC.4%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
CMS SAVINGS PLAN AND TRUST
401k
Assets$414.2M
Participants3,214
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
COVENANT MANAGEMENT SYSTEMS EMPLOYEE BENEFIT PLAN
Fully Insured - SYMETRA LIFE INSURANCE COMPANY
Premiums$3.2M
Covered lives3,762
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505
FLEX PLAN FOR EMPLOYEES OF CMS
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | CMS SAVINGS PLAN AND TRUST | 401k | $414.2M | 3,214 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | COVENANT MANAGEMENT SYSTEMS EMPLOYEE BENEFIT PLAN | Fully Insured | SYMETRA LIFE INSURANCE COMPANY | $3.2M | 3,762 | 2024 | |
| 505 | FLEX PLAN FOR EMPLOYEES OF CMS | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans