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401(k) Forms

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401(k) Salary Deferral Agreement Form.

Use this form for to defer pre-tax compensation to the Equity-League 401(k) Trust Fund.

401(k) Deferral Form

SALARY DEFERRAL AND EMPLOYER CONTRIBUTIONS
Contract Effective Date
Equity/League Production Contract June 25, 2001
Equity/Disney Theatrical Ventures, Inc. Production Contract
League of Resident Theatres (LORT) February 22, 2010
WCLO Contract May 31, 2010
SALARY DEFERRAL ONLY
Contract Effective Date
Off Broadway Contract October 1, 2002
COST Contract 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
Mid-Size Theatres 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
Casino Contracts
(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
CORST February 25, 2008
Dora the Explorer-Special Agreement January 2, 2009
University/Resident Theatre (URTA) Agreement March 1, 2010
Cabaret Agreement October 17, 2011
(NEAT) New England Area Theatres Contract September 6, 2014.
(SPT) Small Professional Theatre Agreement August 7, 2017

1) An actor/stage manager employed under any one of these contracts may use this form to defer pre-tax compensation to the Equity League 401(k) Trust Fund.

2) The actor/stage manager must fill out the form.

3) The employer and the actor/stage manager must sign the form. The salary deferral should go into effect as soon as applicable.

4) The participant and the employer must retain copies of the form after it is filled out and signed. A third copy of the Deferred Salary Agreement must be filed with the Fund Office.

Attn: Equity-League Accounts Receivable Department

165 W 46 St, 14th Fl.

New York, NY 10036.

Fax Number: (212) 398-2826

401(k) Beneficiary Designation/Change Form.

401(k) Beneficiary Designation/Change Form

1) Use this form in order to designate or change a beneficiary for your 401(k) Plan.

2) Fill out the form. Please note that if you are married and have not elected your spouse as your primary beneficiary your spouse will have to provide consent and the form must be notarized.

3) Sign and date the form.

4) Please mail the completed form to:

Attn: Equity League 401(k) Trust Fund Attention:

Retirement Services Department

165 W 46 St, 14th Floor

New York, NY 10036.

Fax Number: (212) 869-1824

401(k) Rollover Statement Form.

Use this form in order to rollover fund from another retirement plan into the Equity-League 401(k) Plan.

401(k) Rollover Form

1) Use this form in order to rollover funds from another qualified retirement plan into the Equity-League 401(k) Plan. If you do not have an active 401(k) account balance with Equity-League, you will still be able to roll over funds from another qualified plan, as long as you are currently working under an active Actors’ Equity contract.

2) Fill out the form and attach the check for the amount of the rollover contribution. The check must be made payable to JHTC, and it needs to include your name and the last 4 digits of your Social Security Number

3) Sign on the line labeled “Participant” and fill in the date.

4) Please mail the completed form along with your rollover contribution to:

Equity-League 401K Trust Fund

Attn: Retirement Services Department

165 W 46 St., 14th Floor

New York, NY 10036-2582

Fax Number: (212) 869-1824


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