List of eligible contract types that are currently participating.
SALARY DEFERRAL AND EMPLOYER CONTRIBUTIONS
(the amount of employer contributions can be found in the most current collective bargaining agreement (CBA)).
|Equity/League Production Contract||
June 25, 2001
|Equity/Disney Theatrical Ventures, Inc. Production Contract|
|League of Resident Theatres (LORT)||
February 22, 2010
May 31, 2010
SALARY DEFERRAL ONLY
|Off Broadway Contract||
October 1, 2002
June 1, 2003
|Special Production Contract||
June 28, 2004
|White Christmas-Special Agreements||
August 29, 2004
|City Center Encores-Special Agreement||
January 31, 2005
|Menopause Special Agreements||
February 28, 2005
April 24, 2005
|Chanhassen Dinner Theatres Chanhassen, MN||
May 30, 2005
|Beef & Boards Dinner Theatre Indianapolis, IN|
|New Theatre Restaurant Overland Park, KS|
|Drury Lane Theatre Oakbrook, IL|
|Drury Lane Water Tower Chicago, IL|
|American Heartland Theatre Kansas City, MO|
|Marriott Theatre Lincolnshire, IL|
|(RMTA) Resident Musical Theatre Association||
June 7, 2005
|Chicago Area Theatres CAT Contract||
June 27, 2005
|Musical Stock and Unit Attractions MSUA Contract||
October 31, 2005
|Outdoor Drama Contract||
December 26, 2005
|TYA (Theatre for Young Audiences) Contract|
|Business Theatre and Events Contract||
March 1, 2006
|Second City Agreement (Chicago, Detroit, Las Vegas)||
April 10, 2006
|Children’s Theatre Company||
June 26, 2006
|Bay Area Theatre (BAT)||
July 24, 2006
|Ellis Island Foundations||
March 19, 2007
|Lawrence Welk Resort Dinner Theatre||
May 21, 2007
|Westchester Broadway Dinner Theatre||
May 28, 2007
|Alhambra Dinner Theatre (Jacksonville, FL)||
May 28, 2007
|City Center Summer Stars-Special Agreement||
June 11, 2007
|(ANTC) Association of Non-Profit Theatre Companies||
August 6, 2007
|Walt Disney World – Orlando, FL||
October 15, 2007
|New Candlelight Dinner Theatre||
December 31, 2007
February 25, 2008
|Dora the Explorer-Special Agreement||
January 2, 2009
|University/Resident Theatre (URTA) Agreement||
March 1, 2010
October 17, 2011
|(NEAT) New England Area Theatres Contract||
September 6, 2014
|(SPT) Small Professional Theatre Agreement||
August 7, 2017
What are the minimum and maximum salary deferrals that I can make?
Understanding “catch-up” contributions
Can I rollover funds into my Equity-League Benefit Funds 401(k)?
- Plans qualified under Section 401(a) or 403(a) of the Employee Retirement Income Security Act (ERISA), excluding after-tax employee contributions
- Annuity contracts described in ERISA section 403(b)
- Eligible plans under ERISA section 457(b) maintained by a state, a political subdivision of a state1
- Individual Retirement Accounts under ERISA 408(a) or (b)2.
Distributions you received as a surviving spouse of a participant in another qualified retirement plan may be eligible for a rollover. Distributions you received as an alternate payee under a qualified domestic relations order “QDRO” under another qualified retirement plan may also be eligible.
The Plan does not accept rollovers of any after-tax contributions made to another retirement plan. Additionally, the Trustees of the 401(k) Plan reserve the right to approve or deny rollovers in their sole and absolute discretion.
1 Or by any agency, or instrumentality of a state or political subdivision of a state
2 Roth IRAs are not eligible for rollover into your Equity-League Benefit Funds 401(k) Plan.
You may want to compare the how much your investments could earn under each plan before deciding to proceed with a rollover. Please understand that Equity-League Benefit Funds staff are neither qualified nor legally permitted to provide investment advice, so consider reviewing your options with a financial planner.
To initiate a rollover from another eligible retirement plan, visit our 401(k) Forms page to download a 401(k) Rollover Statement. Complete and submit this form as directed by the form’s instructions.
Click here to learn more
How your 401(k) benefits are taxed
Can I voluntarily contribute to the 401(k) Plan after taxes?
Who maintains the monies in my 401(k) accounts?
What are my investment options, and how do I change them?
How can I register with the John Hancock portal?
When you log on to the website or call John Hancock for the first time, they will ask you to provide your Social Security number in order for them to create your unique Personal Identification Number (PIN)/Password. You’ll use your PIN/Password to access your account in the future.
• To establish your PIN/Password online, go to http://mylife.jhrps.com and click “Register now. Get started with your Plan.” Be sure to create your User Profile and, if you’d like, provide an email address. • To establish your PIN/Password by phone, call John Hancock at 800.294.3575 and follow the prompts (you can always press “0” to reach a customer service representative).
Call John Hancock if you prefer
You can call John Hancock at 800.294.3575 and follow the prompts for any other questions that you may have (you can always press “0” to reach a customer service representative).
You’re on the go, and so are we.
Keep up with your Equity-League 401(k) plan account with the MyLifeNowSM mobile app for iOS or Android. With your account at your fingertips, you can feel more confident in the progress you’re making toward your long-term financial goals. Get MyLifeNow mobile—it’s free, and easy to download and use – by visiting your device’s app store. You will be able to use the same user name and PIN/password you set up for online access when you access your account on this app.
Call a customer service rep if you have questions or want to conduct a transaction over the phone.
A John Hancock representative will be available through their toll free number, (800)294-3575, to any answer your questions. You may also contact the Retirement Services Department within the Fund Office at (212) 869-9380 (New York City) or toll free outside of NYC (800) 344-5220.
How do I reset my PIN?
When am I vested?
When can I withdraw my account balance?
How do I take my 401(k) account balance when I retire?
What happens to my 401(k) account if I die before collecting any funds?
Can I take a loan from my 401(k) account?
If I am incorporated (employed as a corporation), can I still participate in the 401(k) Plan?
What are the Plan's expenses?
Will I receive statements from John Hancock?
Summary Annual Report
FOR EQUITY LEAGUE 401(K) PLAN
This is a summary of the annual report for EQUITY LEAGUE 401K PLAN, EIN 13-4155733, Plan No. 001, for period January 01, 2016 through December 31, 2016. The annual report has been filed with the Employee Benefits Security Administration, U.S. Department of Labor, as required under the Employee Retirement Income Security Act of 1974 (ERISA).
Basic Financial Statement
Benefits under the plan are provided by insurance and a trust fund. Plan expenses were $8,022,741. These expenses included $885,873 in administrative expenses, and $7,136,868 in benefits paid to participants and beneficiaries. A total of 21,101 persons were participants in or beneficiaries of the plan at the end of the plan year, although not all of these persons had yet earned the right to receive benefits.
The value of plan assets, after subtracting liabilities of the plan, was $249,744,585 as of December 31, 2016, compared to $221,652,051 as of January 01, 2016. During the plan year, the plan experienced an increase in its net assets of $28,092,534. This increase includes unrealized appreciation and depreciation in the value of plan assets; that is, the difference between the value of the plan’s assets at the end of the year and the value of the assets at the beginning of the year or the cost of assets acquired during the year. The plan had total income of $36,115,275, including employer contributions of $6,801,836, employee contributions of $10,400,391, other contributions (including rollovers) of $846,607, earnings from investments of $17,608,798, and other income of $457,643.
Your Rights To Additional Information
You have the right to receive a copy of the full annual report, or any part thereof, on request. The items listed below are included in that report:
information on payments to service providers;
assets held for investment;
fiduciary information, including non-exempt transactions between the plan and parties-in-interest (that is, persons who have certain relationships with the plan);
To obtain a copy of the full annual report, or any part thereof, write or call the office of BOARD OF TRUSTEES OF THE EQUITY LEAGUE 401K PLAN at 165 WEST 46TH STREET 14TH FLOOR, NEW YORK, NY 10036-2501, or by telephone at (212) 869-9380. The charge to cover copying costs will be $0.00 for the full annual report, or $0.00 per page for any part thereof.
You also have the right to receive from the plan administrator, on request and at no charge, a statement of the assets and liabilities of the plan and accompanying notes, or a statement of income and expenses of the plan and accompanying notes, or both. If you request a copy of the full annual report from the plan administrator, these two statements and accompanying notes will be included as part of that report. The charge to cover copying costs given above does not include a charge for the copying of these portions of the report because these portions are furnished without charge.
You also have the legally protected right to examine the annual report at the main office of the plan (BOARD OF TRUSTEES OF THE EQUITY LEAGUE 401K PLAN, 165 WEST 46TH STREET 14TH FLOOR, NEW YORK, NY 10036-2501) and at the U.S. Department of Labor in Washington, D.C., or to obtain a copy from the U.S. Department of Labor upon payment of copying costs. Requests to the Department should be addressed to: Public Disclosure Room, Room N1513, Employee Benefits Security Administration, U.S. Department of Labor, 200 Constitution Avenue, N.W., Washington, D.C. 20210.