Plans listing this provider
58
0.10% of the 56,420 plans with Schedule H financials; 71 in 2023
Providers › Equitable Life Insurance Co.
Equitable Life Insurance Co.
- Service provider, as named on Schedule C
- EIN 135570651
- Plan year 2024
- Direct compensation reported $3,065,872
Assets of those plans
$3,553,970,166
0.05% of all Schedule H plan assets
Plans where it is the recordkeeper
52
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$3,065,872
85% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 25 | Trustee (directed) | 51 |
| 60 | Sub-transfer agency fees | 51 |
| 62 | Float revenue | 51 |
| 28 | Investment management | 50 |
| 59 | Shareholder servicing fees | 50 |
| 67 | Other insurance wrap fees | 50 |
| 63 | Distribution (12b-1) fees | 50 |
| 15 | Recordkeeping and information management | 48 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| The Equitable 401(k) Plan | Equitable Financial Life Insurance | $2,649,524,369 | 12,912 | $283,769 |
| Community Behavioral Health 403(b) Plan | Community Behavioral Health | $79,220,569 | 733 | $0 |
| Local Initiatives Support Corporation 401(k) Planrecordkeeper | Local Initiatives Support | $77,668,246 | 793 | $316 |
| Kelly Tractor Co. Savings & Profit Sharing Planrecordkeeper | Kelly Tractor | $69,266,924 | 567 | $149,303 |
| Triangle Chemical Profit Sharing 401(k) Plan | Triangle Chemical | $56,418,644 | 313 | $0 |
| Weitz & Luxenberg Employee Savings Planrecordkeeper | Weitz & Luxenberg | $40,803,840 | 404 | $158,901 |
| VIZ Media, LLC 401(k) Planrecordkeeper | VIZ Media | $37,533,304 | 293 | $81,432 |
| Royal Wine Corporation Profit Sharing Plan & Trustrecordkeeper | Royal Wine | $34,584,193 | 535 | $117,045 |
| Packaging Specialties 401(k) Employee Savings & Protection Planrecordkeeper | Packaging Specialties | $31,339,189 | 366 | $149,103 |
| R.J. Schinner Co., Inc. 401(k) Savings Planrecordkeeper | R.J. Schinner | $27,396,580 | 363 | $153,644 |
| US Healthconnect, Inc. 401(k) Planrecordkeeper | US Healthconnect | $26,168,845 | 306 | $91,939 |
| Team Direct Management 401(k) Profit Sharing Planrecordkeeper | Team Direct Management | $24,977,785 | 207 | $117,827 |
| Samson Electric, Inc. Profit Sharing Plan and Trustrecordkeeper | Samson Electric | $22,598,662 | 160 | $69,900 |
| Members First Credit Union 401(k) Plan | Members First Credit Union | $22,244,427 | 301 | $0 |
| John M. Glover Agency 401(k) Retirement Plan | JMG Insurance | $22,166,410 | 232 | $0 |
| Youth Co-op, Inc. Retirement Planrecordkeeper | Youth Co-op | $17,461,723 | 281 | $99,513 |
| Tax Deferred Annuity Plan of the Jewish Association for Services for the Agedrecordkeeper | Jewish Association for Services for the Aged | $16,507,966 | 224 | $0 |
| Allegheny Science & Technology Corporation 401(k) Planrecordkeeper | Allegheny Science & Technology | $15,973,767 | 197 | $68,326 |
| Pantropic Power Inc.savings & Profit Sharing Planrecordkeeper | Pantropic Power | $15,347,606 | 137 | $36,646 |
| Carlinville Area Hospital Association Savings and Protection Planrecordkeeper | Carlinville Area Hospital Association | $14,103,462 | 268 | $68,765 |
| SPC Mechanical Corporation Retirement Savings Planrecordkeeper | SPC Mechanical | $13,676,937 | 251 | $74,120 |
| James Hamilton Construction Co. 401(k) & Profit Sharing Planrecordkeeper | James Hamilton Construction | $13,625,349 | 245 | $39,909 |
| Kenover Marketing Corp. 401(k) Planrecordkeeper | Kenover Marketing | $13,477,071 | 157 | $51,702 |
| Centerstate Corporation for Economic Opportunity 401(k) Profit Sharing Planrecordkeeper | Centerstate Corporation for Economic Opportunity | $13,112,175 | 131 | $51,476 |
| Shamir Insight, Inc. 401(k) Planrecordkeeper | Shamir Insight | $12,434,802 | 116 | $51,950 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.