# Euclid Health Trust Health & Welfare Plan
Source: https://planprovider.pro/companies/euclid-health-trust-202366635-501

> Euclid Health Trust's Health & Welfare plan: 135 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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