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Sponsor portfolioWelfare / HealthEIN 74-2899856

COVENANT MANAGEMENT SYSTEMS, LP

6210 EAST HIGHWAY 290 · AUSTIN, TX 78723
5122315562
Plans filed
2
Years active
2016–2025
Industry
NAICS 56
Latest filing
2025
Total premiums (latest)
$3.6M
No prior year
Persons covered
3,526
No prior year
Total participants
2,186
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$3.6M
COVENANT MANAGEMENT SYSTEMS EMPLOYEE BENEFIT PLAN
Fully insured3,526 covered·5 carriers
Primary: SYMETRA LIFE INSURANCE COMPANY
Plan #505$0
FLEX PLAN FOR EMPLOYEES OF CMS
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$2.1M28.8%
Life$1.6M22.0%
Long-term disability$1.6M22.0%
Dental$1.1M14.6%
Short-term disability$496K6.7%
Health$215K2.9%
Vision$214K2.9%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SYMETRA LIFE INSURANCE COMPANY
EIN 910742147
LLTDOth
$1.6M44.8%112,178
HUMANA INSURANCE COMPANY
EIN 390714280
D
$1.0M28.9%111,545
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
HSTDOth
$711K19.6%12768
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
V
$214K5.9%113,526
SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION
EIN 752046497
D
$27K0.8%11281

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
EDGEWOOD PARTNERS INSURANCE CENTERFORT WAYNE, INSYMETRA LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY, SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION$341K$42K$383K97.1%1
GALLAGHER BENEFIT SERVICES, INC.CHICAGO, ILAMERICAN HERITAGE LIFE INSURANCE COMPANY$11K$0$11K2.9%1

History & trajectory

10 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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