Civic Intelligence

COVERRA INSURANCE SERVICES, INC.

Plan context: COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

EIN 39-1976602 • Sparta, WI • 20 filings • 2 plans

535 Industrial DrPO Box 253Sparta, WI 54656
Current Snapshot

Latest Year

2025

2025 Participants

47

2025 Assets

$3,306,787

2025 Contributions

$493,817

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$4,540,657$2,270,329$0200620162025YearValue
$3,306,787Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

47240200620162025YearValue
47Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2025147$3,306,787$493,817$10,507iApproximate average salary by contribution assumption: employee only about $262,669 at 4% or $175,112 at 6%; with 50% employer match about $175,112 at 4% or $116,742 at 6%; with 100% employer match about $131,334 at 4% or $87,556 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-47$3,306,787$493,817$10,507iApproximate average salary by contribution assumption: employee only about $262,669 at 4% or $175,112 at 6%; with 50% employer match about $175,112 at 4% or $116,742 at 6%; with 100% employer match about $131,334 at 4% or $87,556 at 6%.
2024144$4,540,657$614,273$13,961iApproximate average salary by contribution assumption: employee only about $349,019 at 4% or $232,679 at 6%; with 50% employer match about $232,679 at 4% or $155,119 at 6%; with 100% employer match about $174,509 at 4% or $116,340 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-44$4,540,657$614,273$13,961iApproximate average salary by contribution assumption: employee only about $349,019 at 4% or $232,679 at 6%; with 50% employer match about $232,679 at 4% or $155,119 at 6%; with 100% employer match about $174,509 at 4% or $116,340 at 6%.
2023137$4,407,391$407,702$11,019iApproximate average salary by contribution assumption: employee only about $275,474 at 4% or $183,650 at 6%; with 50% employer match about $183,650 at 4% or $122,433 at 6%; with 100% employer match about $137,737 at 4% or $91,825 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-37$4,407,391$407,702$11,019iApproximate average salary by contribution assumption: employee only about $275,474 at 4% or $183,650 at 6%; with 50% employer match about $183,650 at 4% or $122,433 at 6%; with 100% employer match about $137,737 at 4% or $91,825 at 6%.
2022137$3,921,272$380,768$10,291iApproximate average salary by contribution assumption: employee only about $257,276 at 4% or $171,517 at 6%; with 50% employer match about $171,517 at 4% or $114,345 at 6%; with 100% employer match about $128,638 at 4% or $85,759 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-37$3,921,272$380,768$10,291iApproximate average salary by contribution assumption: employee only about $257,276 at 4% or $171,517 at 6%; with 50% employer match about $171,517 at 4% or $114,345 at 6%; with 100% employer match about $128,638 at 4% or $85,759 at 6%.
2021128$4,186,594$265,418$9,479iApproximate average salary by contribution assumption: employee only about $236,980 at 4% or $157,987 at 6%; with 50% employer match about $157,987 at 4% or $105,325 at 6%; with 100% employer match about $118,490 at 4% or $78,993 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-28$4,186,594$265,418$9,479iApproximate average salary by contribution assumption: employee only about $236,980 at 4% or $157,987 at 6%; with 50% employer match about $157,987 at 4% or $105,325 at 6%; with 100% employer match about $118,490 at 4% or $78,993 at 6%.
2020127$3,450,064$234,337$8,679iApproximate average salary by contribution assumption: employee only about $216,979 at 4% or $144,652 at 6%; with 50% employer match about $144,652 at 4% or $96,435 at 6%; with 100% employer match about $108,489 at 4% or $72,326 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-27$3,450,064$234,337$8,679iApproximate average salary by contribution assumption: employee only about $216,979 at 4% or $144,652 at 6%; with 50% employer match about $144,652 at 4% or $96,435 at 6%; with 100% employer match about $108,489 at 4% or $72,326 at 6%.
2019123$2,911,572$222,198$9,661iApproximate average salary by contribution assumption: employee only about $241,520 at 4% or $161,013 at 6%; with 50% employer match about $161,013 at 4% or $107,342 at 6%; with 100% employer match about $120,760 at 4% or $80,507 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-23$2,911,572$222,198$9,661iApproximate average salary by contribution assumption: employee only about $241,520 at 4% or $161,013 at 6%; with 50% employer match about $161,013 at 4% or $107,342 at 6%; with 100% employer match about $120,760 at 4% or $80,507 at 6%.
2018120$2,235,223$217,363$10,868iApproximate average salary by contribution assumption: employee only about $271,704 at 4% or $181,136 at 6%; with 50% employer match about $181,136 at 4% or $120,757 at 6%; with 100% employer match about $135,852 at 4% or $90,568 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-20$2,235,223$217,363$10,868iApproximate average salary by contribution assumption: employee only about $271,704 at 4% or $181,136 at 6%; with 50% employer match about $181,136 at 4% or $120,757 at 6%; with 100% employer match about $135,852 at 4% or $90,568 at 6%.
2017117$2,161,376$158,572$9,328iApproximate average salary by contribution assumption: employee only about $233,194 at 4% or $155,463 at 6%; with 50% employer match about $155,463 at 4% or $103,642 at 6%; with 100% employer match about $116,597 at 4% or $77,731 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-17$2,161,376$158,572$9,328iApproximate average salary by contribution assumption: employee only about $233,194 at 4% or $155,463 at 6%; with 50% employer match about $155,463 at 4% or $103,642 at 6%; with 100% employer match about $116,597 at 4% or $77,731 at 6%.
2016122$1,830,802$153,096$6,959iApproximate average salary by contribution assumption: employee only about $173,973 at 4% or $115,982 at 6%; with 50% employer match about $115,982 at 4% or $77,321 at 6%; with 100% employer match about $86,986 at 4% or $57,991 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-22$1,830,802$153,096$6,959iApproximate average salary by contribution assumption: employee only about $173,973 at 4% or $115,982 at 6%; with 50% employer match about $115,982 at 4% or $77,321 at 6%; with 100% employer match about $86,986 at 4% or $57,991 at 6%.
2015121$1,622,851$174,723$8,320iApproximate average salary by contribution assumption: employee only about $208,004 at 4% or $138,669 at 6%; with 50% employer match about $138,669 at 4% or $92,446 at 6%; with 100% employer match about $104,002 at 4% or $69,335 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-21$1,622,851$174,723$8,320iApproximate average salary by contribution assumption: employee only about $208,004 at 4% or $138,669 at 6%; with 50% employer match about $138,669 at 4% or $92,446 at 6%; with 100% employer match about $104,002 at 4% or $69,335 at 6%.
2014119$1,549,178$178,735$9,407iApproximate average salary by contribution assumption: employee only about $235,178 at 4% or $156,785 at 6%; with 50% employer match about $156,785 at 4% or $104,523 at 6%; with 100% employer match about $117,589 at 4% or $78,393 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-19$1,549,178$178,735$9,407iApproximate average salary by contribution assumption: employee only about $235,178 at 4% or $156,785 at 6%; with 50% employer match about $156,785 at 4% or $104,523 at 6%; with 100% employer match about $117,589 at 4% or $78,393 at 6%.
2013120$1,417,585$154,797$7,740iApproximate average salary by contribution assumption: employee only about $193,496 at 4% or $128,998 at 6%; with 50% employer match about $128,998 at 4% or $85,998 at 6%; with 100% employer match about $96,748 at 4% or $64,499 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-20$1,417,585$154,797$7,740iApproximate average salary by contribution assumption: employee only about $193,496 at 4% or $128,998 at 6%; with 50% employer match about $128,998 at 4% or $85,998 at 6%; with 100% employer match about $96,748 at 4% or $64,499 at 6%.
2012123$1,150,555$130,596$5,678iApproximate average salary by contribution assumption: employee only about $141,952 at 4% or $94,635 at 6%; with 50% employer match about $94,635 at 4% or $63,090 at 6%; with 100% employer match about $70,976 at 4% or $47,317 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-23$1,150,555$130,596$5,678iApproximate average salary by contribution assumption: employee only about $141,952 at 4% or $94,635 at 6%; with 50% employer match about $94,635 at 4% or $63,090 at 6%; with 100% employer match about $70,976 at 4% or $47,317 at 6%.
2011124$905,990$128,891$5,370iApproximate average salary by contribution assumption: employee only about $134,261 at 4% or $89,508 at 6%; with 50% employer match about $89,508 at 4% or $59,672 at 6%; with 100% employer match about $67,131 at 4% or $44,754 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-24$905,990$128,891$5,370iApproximate average salary by contribution assumption: employee only about $134,261 at 4% or $89,508 at 6%; with 50% employer match about $89,508 at 4% or $59,672 at 6%; with 100% employer match about $67,131 at 4% or $44,754 at 6%.
2010120$835,771$113,293$5,665iApproximate average salary by contribution assumption: employee only about $141,616 at 4% or $94,411 at 6%; with 50% employer match about $94,411 at 4% or $62,941 at 6%; with 100% employer match about $70,808 at 4% or $47,205 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-20$835,771$113,293$5,665iApproximate average salary by contribution assumption: employee only about $141,616 at 4% or $94,411 at 6%; with 50% employer match about $94,411 at 4% or $62,941 at 6%; with 100% employer match about $70,808 at 4% or $47,205 at 6%.
2009121$631,566$108,763$5,179iApproximate average salary by contribution assumption: employee only about $129,480 at 4% or $86,320 at 6%; with 50% employer match about $86,320 at 4% or $57,547 at 6%; with 100% employer match about $64,740 at 4% or $43,160 at 6%.
COVERRA INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN-21$631,566$108,763$5,179iApproximate average salary by contribution assumption: employee only about $129,480 at 4% or $86,320 at 6%; with 50% employer match about $86,320 at 4% or $57,547 at 6%; with 100% employer match about $64,740 at 4% or $43,160 at 6%.
2008118$386,054$102,330$5,685iApproximate average salary by contribution assumption: employee only about $142,125 at 4% or $94,750 at 6%; with 50% employer match about $94,750 at 4% or $63,167 at 6%; with 100% employer match about $71,063 at 4% or $47,375 at 6%.
COVERRA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-18$386,054$102,330$5,685iApproximate average salary by contribution assumption: employee only about $142,125 at 4% or $94,750 at 6%; with 50% employer match about $94,750 at 4% or $63,167 at 6%; with 100% employer match about $71,063 at 4% or $47,375 at 6%.
2007115$0$0-
COVERRA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-15---
2006117$392,976$363,668$21,392iApproximate average salary by contribution assumption: employee only about $534,806 at 4% or $356,537 at 6%; with 50% employer match about $356,537 at 4% or $237,692 at 6%; with 100% employer match about $267,403 at 4% or $178,269 at 6%.
COVERRA INSURANCE SERVICES, INC. 401K PROFIT SHARING PLAN-17$392,976$363,668$21,392iApproximate average salary by contribution assumption: employee only about $534,806 at 4% or $356,537 at 6%; with 50% employer match about $356,537 at 4% or $237,692 at 6%; with 100% employer match about $267,403 at 4% or $178,269 at 6%.