Plan Snapshot
- Plan Sponsor: Board Of Trustees Of The Equity-League Health Trust Fund
- Sponsor EIN: 136092981
- Sponsor Address: 165 WEST 46TH STREET, SUITE 812, NEW YORK, NY, 100362501
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 4,207
- Total Assets: $133.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 4,207 | $133.6M | $50.6M | $14.2M |
| 2023 | 4,138 | $125.7M | $47.9M | $12.8M |
| 2022 | 3,788 | $107.0M | $50.9M | $11.6M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $1,952,581 | — | $1,952,581 |
| PROSKAUER ROSE | Other Service Provider | $533,967 | — | $533,967 |
| THE SEGAL COMPANY (EASTERN STATES) | Other Service Provider | $440,475 | — | $440,475 |
| TSYS MERCHANT SOLUTIONS | Other Service Provider | $355,748 | — | $355,748 |
| VINCENT CINELLI | Recordkeeper | $317,413 | — | $317,413 |
| JOSEPH ROGERS | Recordkeeper | $232,330 | — | $232,330 |
| AGNES LEYDEN | Recordkeeper | $200,794 | — | $200,794 |
| GEANINE GOODWIN | Recordkeeper | $198,331 | — | $198,331 |
| SPIVAK & LIPTON | Other Service Provider | $197,692 | — | $197,692 |
| INCOME RESEARCH + MANAGEMENT | Other Service Provider | $189,031 | — | $189,031 |
| CINDY GOLD | Recordkeeper | $169,970 | — | $169,970 |
| EMILIYA PELTEKOVA | Recordkeeper | $168,559 | — | $168,559 |
| RUTHIE SKOCHIL | Recordkeeper | $134,208 | — | $134,208 |
| SHANE ABDELNOUR | Recordkeeper | $132,648 | — | $132,648 |
| WINSTON GRIFFIN | Recordkeeper | $112,945 | — | $112,945 |
| SCHULTHEIS & PANETTIERI LLP | Auditor | $110,392 | — | $110,392 |
| MARTY PICARI | Recordkeeper | $109,553 | — | $109,553 |
| LISA ROSARIO | Recordkeeper | $108,907 | — | $108,907 |
| FIVE STAR PRINTING & MAILING | Other Service Provider | $100,536 | — | $100,536 |
| HSUEH LING CHEN | Recordkeeper | $97,834 | — | $97,834 |
| OPTUM RX | Other Service Provider | $91,685 | — | $91,685 |
| CARINA DEL RIO | Recordkeeper | $89,437 | — | $89,437 |
| DIEDRE BURTON | Recordkeeper | $88,696 | — | $88,696 |
| BANK OF NEW YORK MELLON | Other Service Provider | $87,038 | — | $87,038 |
| IRIS AKANDE | Recordkeeper | $86,516 | — | $86,516 |
| LYNETTE BAJNAUTH | Recordkeeper | $86,459 | — | $86,459 |
| SHEILA LEVY-PARRIS | Recordkeeper | $86,282 | — | $86,282 |
| PRANDI PITAMBER | Recordkeeper | $85,461 | — | $85,461 |
| PATRICIA GAERLAN-MONTON | Recordkeeper | $85,091 | — | $85,091 |
| EILEEN MEZON | Recordkeeper | $84,453 | — | $84,453 |
| DONALD JEFFERSON | Recordkeeper | $83,632 | — | $83,632 |
| MORGAN DONINGER | Recordkeeper | $83,163 | — | $83,163 |
| KALA SWAMINATHAN | Recordkeeper | $82,983 | — | $82,983 |
| TAI PATE | Recordkeeper | $82,100 | — | $82,100 |
| IRINA ALABAYEV | Recordkeeper | $80,803 | — | $80,803 |
| MARINA IVANOVSKI | Recordkeeper | $80,616 | — | $80,616 |
| YULIYANA HADZHIEV | Recordkeeper | $79,970 | — | $79,970 |
| SEGAL SELECT INSURANCE SERVICES INC | Other Service Provider | — | $79,044 | $79,044 |
| ARTHUR BRADFORD | Recordkeeper | $78,750 | — | $78,750 |
| MARYAM MALIK | Recordkeeper | $78,689 | — | $78,689 |
| ANUSKA SHRESTHA | Recordkeeper | $77,916 | — | $77,916 |
| GABRIELA HAMMOND | Recordkeeper | $77,777 | — | $77,777 |
| KRISTINA LEBID | Recordkeeper | $77,534 | — | $77,534 |
| COMPREHENSIVE CONSULTING SOLUTIONS | Other Service Provider | $70,133 | — | $70,133 |
| SEGAL MARCO ADVISORS | Other Service Provider | $55,833 | — | $55,833 |
| PETRINA BRYAN | Recordkeeper | $40,100 | — | $40,100 |
| DEANN DUNWELL | Recordkeeper | $36,799 | — | $36,799 |
| TERRY SCHMIDT LLC | Other Service Provider | $30,457 | — | $30,457 |
| KAY PRINTING | Other Service Provider | $27,924 | — | $27,924 |
| NICOLE ELENO | Recordkeeper | $25,124 | — | $25,124 |
| IRA F. JAFFE, ESQ. | Other Service Provider | $15,662 | — | $15,662 |
| DAVIS VISION | Other Service Provider | $13,205 | — | $13,205 |
| MAILGATE LLC | Other Service Provider | $6,716 | — | $6,716 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VINCENT CINELLI — Recordkeeper
- JOSEPH ROGERS — Recordkeeper
- AGNES LEYDEN — Recordkeeper
- GEANINE GOODWIN — Recordkeeper
- CINDY GOLD — Recordkeeper
- EMILIYA PELTEKOVA — Recordkeeper
- RUTHIE SKOCHIL — Recordkeeper
- SHANE ABDELNOUR — Recordkeeper
- WINSTON GRIFFIN — Recordkeeper
- SCHULTHEIS & PANETTIERI LLP — Auditor
- MARTY PICARI — Recordkeeper
- LISA ROSARIO — Recordkeeper
- HSUEH LING CHEN — Recordkeeper
- CARINA DEL RIO — Recordkeeper
- DIEDRE BURTON — Recordkeeper
- IRIS AKANDE — Recordkeeper
- LYNETTE BAJNAUTH — Recordkeeper
- SHEILA LEVY-PARRIS — Recordkeeper
- PRANDI PITAMBER — Recordkeeper
- PATRICIA GAERLAN-MONTON — Recordkeeper
- EILEEN MEZON — Recordkeeper
- DONALD JEFFERSON — Recordkeeper
- MORGAN DONINGER — Recordkeeper
- KALA SWAMINATHAN — Recordkeeper
- TAI PATE — Recordkeeper
- IRINA ALABAYEV — Recordkeeper
- MARINA IVANOVSKI — Recordkeeper
- YULIYANA HADZHIEV — Recordkeeper
- ARTHUR BRADFORD — Recordkeeper
- MARYAM MALIK — Recordkeeper
- ANUSKA SHRESTHA — Recordkeeper
- GABRIELA HAMMOND — Recordkeeper
- KRISTINA LEBID — Recordkeeper
- PETRINA BRYAN — Recordkeeper
- DEANN DUNWELL — Recordkeeper
- NICOLE ELENO — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,099,962
- Estimated Expense Ratio: 6.063% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $5,315,493 | $245,856 | — | $89,000 | — |
| 2023 | $4,267,369 | $215,994 | — | $87,000 | — |
| 2022 | $4,111,073 | $149,155 | — | — | $734,896 |