Civic Intelligence
Filing

Covest Banc Health & Welfare

Covest Bancshares • EIN 36-2045478 • Plan year 2001

Company ProfileSource Archive
Filing Insights

Participants

Down

129 → 128

-1 • -0.78%

Assets

No comparison

- → -

No earlier value available.

Investment Management Fee

-

Admin expenses - • Total expenses -

Filing Details

Context

No event flags were generated for this filing.

Status Flags

Fidelity bond in place

Not reported

Limited-scope audit performed

Not reported

Contributions transmitted on time

Not reported

Participant loans in default

Not reported

Leases in default

Not reported

Reportable party-in-interest issues

Not reported

Loss discovered during year

Not reported

Assets with undetermined value

Not reported

Non-cash contributions

Not reported

Assets held for investment

Not reported

5% transactions reported

Not reported

All plan assets distributed

Not reported

Benefits paid when due

Not reported

Plan blackout period

Not reported

Plan termination resolution adopted

Not reported

Counterparties

Company Timeline

This filing is highlighted inside the broader sponsor history.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
200410$0$0-
COVEST BANC PROFIT SHARING PLAN-0---
20033157$13,651,429$1,707,679$10,877iApproximate average salary by contribution assumption: employee only about $271,923 at 4% or $181,282 at 6%; with 50% employer match about $181,282 at 4% or $120,855 at 6%; with 100% employer match about $135,962 at 4% or $90,641 at 6%.
Covest Bancshares Inc. Employee Stock Ownership Plan-0$9,130,738$1,251,989-
COVEST BANC PROFIT SHARING PLAN-157$4,520,691$455,690$2,902iApproximate average salary by contribution assumption: employee only about $72,562 at 4% or $48,375 at 6%; with 50% employer match about $48,375 at 4% or $32,250 at 6%; with 100% employer match about $36,281 at 4% or $24,187 at 6%.
Covest Banc Health & Welfare-0---
20023136$15,002,522$785,208$5,774iApproximate average salary by contribution assumption: employee only about $144,340 at 4% or $96,226 at 6%; with 50% employer match about $96,226 at 4% or $64,151 at 6%; with 100% employer match about $72,170 at 4% or $48,113 at 6%.
Covest Bancshares Inc. Employee Stock Ownership Plan-117$10,693,868$331,830$2,836iApproximate average salary by contribution assumption: employee only about $70,904 at 4% or $47,269 at 6%; with 50% employer match about $47,269 at 4% or $31,513 at 6%; with 100% employer match about $35,452 at 4% or $23,635 at 6%.
COVEST BANC PROFIT SHARING PLAN-136$4,308,654$453,378$3,334iApproximate average salary by contribution assumption: employee only about $83,342 at 4% or $55,561 at 6%; with 50% employer match about $55,561 at 4% or $37,041 at 6%; with 100% employer match about $41,671 at 4% or $27,781 at 6%.
Covest Banc Health & Welfare-121---
20013130$9,069,004$537,973$4,138iApproximate average salary by contribution assumption: employee only about $103,456 at 4% or $68,971 at 6%; with 50% employer match about $68,971 at 4% or $45,981 at 6%; with 100% employer match about $51,728 at 4% or $34,485 at 6%.
Covest Bancshares Inc. Employee Stock Ownership Plan-100$5,943,803$145,000$1,450iApproximate average salary by contribution assumption: employee only about $36,250 at 4% or $24,167 at 6%; with 50% employer match about $24,167 at 4% or $16,111 at 6%; with 100% employer match about $18,125 at 4% or $12,083 at 6%.
COVEST BANC PROFIT SHARING PLAN-130$3,125,201$392,973$3,023iApproximate average salary by contribution assumption: employee only about $75,572 at 4% or $50,381 at 6%; with 50% employer match about $50,381 at 4% or $33,587 at 6%; with 100% employer match about $37,786 at 4% or $25,191 at 6%.
Covest Banc Health & WelfareCurrent128---
20003131$4,469,180$0-
Covest Bancshares Inc. Employee Stock Ownership Plan-94$4,469,180--
Covest Banc Health & Welfare-110---
COVEST BANC PROFIT SHARING PLAN-131---
19992117$4,862,448$214,667$1,835iApproximate average salary by contribution assumption: employee only about $45,869 at 4% or $30,579 at 6%; with 50% employer match about $30,579 at 4% or $20,386 at 6%; with 100% employer match about $22,935 at 4% or $15,290 at 6%.
Covest Bancshares Inc. Employee Stock Ownership Plan-107$4,862,448$214,667$2,006iApproximate average salary by contribution assumption: employee only about $50,156 at 4% or $33,437 at 6%; with 50% employer match about $33,437 at 4% or $22,291 at 6%; with 100% employer match about $25,078 at 4% or $16,719 at 6%.
Covest Banc Health & Welfare-117---
Schedule Details

Schedule A

Row 1
Filing Id
84037347320302
Form Id
23529170
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347320050002
Ins Broker 01 Name
BENEFIT ADMINISTRATIVE SYSTEMS, INC
Ins Broker 01 Street Addr
17475 JOVANNA DRIVE, STE.1B
Ins Broker 01 City
HOMEWOOD
Ins Broker 01 State
IL
Ins Broker 01 ZIP Code
60430
Ins Broker Comm Pd 01 Amount
$1,693
Ins Broker Fees Pd 01 Amount
$0
Ins Broker Fees Pd 01 Text
N/A
Ins Broker 01 Code
3
Row 2
Filing Id
84037347320302
Form Id
23529171
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347320050003
Ins Broker 01 Name
BENEFIT ADMINISTRATIVE SYSTEMS, INC
Ins Broker 01 Street Addr
17475 JOVANNA DR.,STE. 1B
Ins Broker 01 City
HOMEWOOD
Ins Broker 01 State
IL
Ins Broker 01 ZIP Code
60430
Ins Broker Comm Pd 01 Amount
$2,511
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 3
Filing Id
84037347320302
Form Id
23529172
Page Id
2
Page Seq
0
Page Row Num
1
Row Num
0
Image Form Id
1020372347320050004
Ins Broker 01 Name
BENEFIT ADMINISTRATIVE SYSTEMS, INC
Ins Broker 01 Street Addr
17475 JOVANNA DR., STE. 1B
Ins Broker 01 City
HOMEWOOD
Ins Broker 01 State
IL
Ins Broker 01 ZIP Code
60430
Ins Broker Comm Pd 01 Amount
$18,805
Ins Broker Fees Pd 01 Amount
$0
Ins Broker 01 Code
3
Row 4
Ins Carrier Name: JEFFERSON PILOT FINANCIAL
Filing Id
84037347320302
Form Id
23529170
Schedule A EIN
36-2045478
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
JEFFERSON PILOT FINANCIAL
Ins Carrier EIN
62-0395665
Ins Carrier Naic Code
70254
Ins Contract Num
10033799
Ins Prsn Covered End of year Count
119
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$1,693
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
No
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$8,619
Wlfr Acquis Cost Amount
$0
Row 5
Ins Carrier Name: SUN LIFE OF CANADA
Filing Id
84037347320302
Form Id
23529171
Schedule A EIN
36-2045478
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
SUN LIFE OF CANADA
Ins Carrier EIN
38-1082080
Ins Carrier Naic Code
80802
Ins Contract Num
065601
Ins Prsn Covered End of year Count
127
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$2,511
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
DM
Wlfr Type Bnft Oth Text
AD&D
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$34,763
Wlfr Acquis Cost Amount
$0
Row 6
Ins Carrier Name: ZURICH LIFE
Filing Id
84037347320302
Form Id
23529172
Schedule A EIN
36-2045478
Schedule A Plan Num
501
Schedule A Plan Year Begin Date
2001-01-01
Schedule A Tax Period
20011231
Ins Carrier Name
ZURICH LIFE
Ins Carrier EIN
36-4233459
Ins Carrier Naic Code
1635
Ins Contract Num
22-464-01
Ins Prsn Covered End of year Count
123
Ins Policy From Date
2001-01-01
Ins Policy To Date
2001-12-31
Ins Broker Comm Total Amount
$18,805
Ins Broker Fees Total Amount
$0
Pension End of year Gen Account Amount
$0
Pension End of year Sep Account Amount
$0
Pension Prem Paid Total Amount
$0
Pension Unpaid Premium Amount
$0
Pension Contract Cost Amount
$0
Pension End Prev Bal Amount
$0
Pension Contribution Dep Amount
$0
Pension Divnd Cr Dep Amount
$0
Pension Interest Cr Dur Yr Amount
$0
Pension Transfer From Amount
$0
Pension Other Amount
$0
Pension Total Additions Amount
$0
Pension Total Bal Addn Amount
$0
Pension Bnfts Dsbrsd Amount
$0
Pension Admin Chrg Amount
$0
Pension Transfer To Amount
$0
Pension Oth Ded Amount
$0
Pension Total Ded Amount
$0
Pension End of year Bal Amount
$0
Wlfr Type Bnft Indicator
ABHI
Wlfr Premium Rcvd Amount
$0
Wlfr Unpaid Due Amount
$0
Wlfr Reserve Amount
$0
Wlfr Total Earned Prem Amount
$0
Wlfr Claims Paid Amount
$0
Wlfr Incr Reserve Amount
$0
Wlfr Incurred Claim Amount
$0
Wlfr Claims Chrgd Amount
$0
Wlfr Ret Commissions Amount
$0
Wlfr Ret Admin Amount
$0
Wlfr Ret Oth Cost Amount
$0
Wlfr Ret Oth Expense Amount
$0
Wlfr Ret Taxes Amount
$0
Wlfr Ret Charges Amount
$0
Wlfr Ret Oth Chrgs Amount
$0
Wlfr Ret Total Amount
$0
Wlfr Refund Amount
$0
Wlfr Held Bnfts Amount
$0
Wlfr Claims Reserve Amount
$0
Wlfr Oth Reserve Amount
$0
Wlfr Divnds Due Amount
$0
Wlfr Total Charges Paid Amount
$145,291
Wlfr Acquis Cost Amount
$0