# Board Of Trustees Of The Equity-League Health Trust Fund Health & Welfare Plan Source: https://planprovider.pro/companies/board-of-trustees-of-the-equity-league-health-trust-fund-136092981-501 > Board Of Trustees Of The Equity-League Health Trust Fund's Health & Welfare plan: 4,207 participants, plan year 2024 financials, providers, and benchmarks fr… Form 5500 filing data for plan year 2024. ## 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:** Health & Welfare - **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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [JOSEPH ROGERS](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [AGNES LEYDEN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [GEANINE GOODWIN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [CINDY GOLD](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [EMILIYA PELTEKOVA](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [RUTHIE SKOCHIL](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [SHANE ABDELNOUR](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [WINSTON GRIFFIN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [SCHULTHEIS & PANETTIERI LLP](https://planprovider.pro/provider/schultheis-and-panettieri-llp) — Auditor - [MARTY PICARI](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [LISA ROSARIO](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [HSUEH LING CHEN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [CARINA DEL RIO](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [DIEDRE BURTON](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [IRIS AKANDE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [LYNETTE BAJNAUTH](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [SHEILA LEVY-PARRIS](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [PRANDI PITAMBER](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [PATRICIA GAERLAN-MONTON](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [EILEEN MEZON](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [DONALD JEFFERSON](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [MORGAN DONINGER](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [KALA SWAMINATHAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [TAI PATE](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [IRINA ALABAYEV](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [MARINA IVANOVSKI](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [YULIYANA HADZHIEV](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [ARTHUR BRADFORD](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [MARYAM MALIK](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [ANUSKA SHRESTHA](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [GABRIELA HAMMOND](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [KRISTINA LEBID](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [PETRINA BRYAN](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [DEANN DUNWELL](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper - [NICOLE ELENO](https://planprovider.pro/provider/jp-morgan-asset-management) — 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| ## Similar Plans - 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