Plan Ledger DOL Form 5500 · updated monthly

Covenant Management Systems, LPbenefits

Covenant Management Systems Employee Benefit Plan · AUSTIN, TX · plan year 2025

Broker compensation reported · 2025
$394,022

Covenant Management Systems, LP's benefits plans covered 2,178 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $394,022 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $181 per covered person, below the median for employer plans that report broker pay. Broker pay rose 35% from $292,903 in 2024.

Insurance contracts · 20256
AMERICAN HERITAGE LIFE INSURANCE COMPANY · stdpremiums n/a · 768 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · healthpremiums n/a · 560 covered
HUMANADENTAL INSURANCE COMPANY · dentalpremiums n/a · 1,545 covered
METROPOLITAN LIFE INSURANCE COMPANY · visionpremiums n/a · 3,526 covered
SAFEGUARD HEALTH PLANS, INC., A TEXAS CORPORATION · dental hmopremiums n/a · 281 covered
SYMETRA LIFE INSURANCE COMPANY · life ltdpremiums n/a · 2,178 covered
Brokers & agents paid · 20253
EDGEWOOD PARTNERS INSURANCE CENTER$382,685 · incl $42,172 fees
Also brokered by Edgewood Partners Insurance Center5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 742899856 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.