Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.2M
- Life$991K
- Short-term disability$991K
- Long-term disability$991K
- Dental$819K
- Vision$819K
- +2 more
Sponsor portfolio
COVENANT GROUP HOLDINGS, LP
EIN 75-2655703Latest filing 2025
Plans
2
Retirement
1
$14.3M assets
Welfare
1
$2.2M premiums
Participants
8,853
801 CHERRY STREET, UNIT 31, SUITE 2400 - FORT WORTH, TX 76102817-446-4792thecovenantgroup.comLinkedIn1-10 employees
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 3,538 covered livesCarrier market share
Premium dollars by Schedule A carrier
45%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY45%
- UNITEDHEALTHCARE INSURANCE COMPANY37%
- KAISER FOUNDATION HEALTH PLAN INC10%
- ALLYHEALTH LLC7%
Broker market share
Schedule A broker compensation
82%top
- USI INSURANCE SERVICES LLC82%
- THE ULTIMATE SOFTWARE GROUP18%
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 GROUP HOLDINGS, L.P. 401(K) PLAN
401k
Assets$14.3M
Participants5,315
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
COVENANT GROUP HOLDINGS, LP EMPLOYEE BENEFITS PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$2.2M
Covered lives3,538
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | COVENANT GROUP HOLDINGS, L.P. 401(K) PLAN | 401k | $14.3M | 5,315 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | COVENANT GROUP HOLDINGS, LP EMPLOYEE BENEFITS PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $2.2M | 3,538 | 2025 |
Retirement plans
Welfare plans