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Form 5500 · Employee benefit plan · COLUMBUS, GA

COVEY EQUITY HOLDINGS, LLC

COVEY EQUITY HOLDINGS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 85-3774319 · plan 501 · as of Jul 2026

Participants
465
Carriers on file
2
Disclosed commissions
$251,437
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.Health, Dental, Vision638December$176,492
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability589December$74,945

Questions

Who is COVEY EQUITY HOLDINGS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, COVEY EQUITY HOLDINGS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does COVEY EQUITY HOLDINGS, LLC use?

COVEY EQUITY HOLDINGS, LLC's benefit plan is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC., among 2 disclosed carriers.

When does COVEY EQUITY HOLDINGS, LLC's group plan renew?

The most recent Schedule A policy period for COVEY EQUITY HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from COVEY EQUITY HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.