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Sponsor portfolio

COVE PROPERTY MANAGEMENT, LP

EIN 81-2848954-Latest filing 2025
Plans
2
Retirement
1
$5.2M assets
Welfare
1
$2.3M premiums
Participants
712
2999 NORTH 44TH STREET, SUITE 200 - PHOENIX, AZ 85018602-601-7466
Plans on this EIN
2 filings
#001401k-$5.2M - 406 part#501Fully Insured-$2.3M - 359 lives

Benefits portfolio analytics

1 plan / $2.3M premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.1M
  • Dental$2.1M
  • Prescription drug$2.1M
  • Other$152K
  • Vision$142K
  • Life$142K
  • +2 more
Total $2.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • BLUE CROSS OF CALIFORNIA93%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA6%
  • CURALINC HEALTHCARE0%
Total $2.3M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • LOCKTON COMPANIES, LLC96%
  • BLUE CROSS BLUE SHIELD OF FLORIDA4%
Total $149K2 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

COVE PROPERTY MANAGEMENT 401(K) PLAN

401k

Assets$5.2M
Participants406
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

COVE PROPERTY MANAGEMENT HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$2.3M
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001COVE PROPERTY MANAGEMENT 401(K) PLAN401k$5.2M4062024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501COVE PROPERTY MANAGEMENT HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$2.3M3592025
Retirement plans
Welfare plans
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