Plan Ledger DOL Form 5500 · updated monthly

Covenant Reit Holdco, LLC dba 1031 Managed Propertiesbenefits

Covenant Reit Holdco, LLC dba 1031 Managed Properties Employee Benefits Plan · CANBY, OR · plan year 2024

Broker compensation reported · 2024
$26,718

Covenant Reit Holdco, LLC dba 1031 Managed Properties's benefits plan covered 93 active participants in 2024, providing health · life · dental · vision · short-term disability · death benefits · other. Insurance brokers and agents were paid $26,718 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $287 per covered person, above the median for employer plans that report broker pay.

Insurance contracts · 20244
MODA HEALTH PLAN, INC. · health drug ppopremiums n/a · 20 covered
KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST · health drugpremiums n/a · 11 covered
MODA HEALTH · health drugpremiums n/a · 19 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life stdpremiums n/a · 93 covered
Brokers & agents paid · 20243
ALERA GROUP, INC.$5,661 · incl $5,661 fees
JENNON M. CARUTH$4,555
DAVIDSON BENEFITS PLANNING, LLC$16,502
Also brokered by Alera Group, Inc.5

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2024, EIN 923065015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.