Plan Snapshot
- Plan Sponsor: Euclid Health Trust
- Sponsor EIN: 202366635
- Sponsor Address: P. O. BOX 43008, RICHMOND HEIGHTS, OH, 441430008
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 135
- Total Assets: $5.2M
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 | 135 | $5.2M | $0 | $2,888 |
| 2023 | 145 | $4.8M | $0 | $2,782 |
| 2022 | 156 | $4.7M | $0 | $2,654 |
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 |
|---|---|---|---|---|
| TITO ANTONELLI | Other Service Provider | $16,050 | — | $16,050 |
| PEASE BELL CPAS, LLC | Auditor | $13,125 | — | $13,125 |
| MARK DELONG | Other Service Provider | $10,050 | — | $10,050 |
| ROBERT IZO | Other Service Provider | $10,050 | — | $10,050 |
| BENEFITS ADMINISTRATIVE SERVICES CO | Recordkeeper | $9,734 | — | $9,734 |
| STARKWEATHER & SHEPLEY CORP OF MA | Insurance Carrier | $8,108 | — | $8,108 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PEASE BELL CPAS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,117
- Estimated Expense Ratio: 1.294% 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 | $68,469 | — | — | $13,125 | — |
| 2023 | $66,181 | — | — | $12,250 | — |
| 2022 | $66,976 | — | — | — | $12,688 |