2023 Form 5500 filing — Smart National Supplemental Savings Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241010135355NAL0020207201001) for Smart National Supplemental Savings Plan, reported by Bd Ttees Smart National Supplemental Savings Plan under EIN 31-1674110 and plan number 007. It reports 9,909 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010135355NAL0020207201001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Bd Ttees Smart National Supplemental Savings Plan
- EIN
- 31-1674110
- Plan number
- 007
- Location
- Falls Church, VA
- Participants
- 9,909
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $139,722,532
- Total liabilities (EOY)
- $275,704
- Net assets (EOY)
- $139,446,828
- Employer contributions
- $7,685,855
- Participant contributions
- $6,179,825
- Total income / additions
- $29,514,107
- Benefits paid
- $7,428,329
- Administrative expenses
- $907,603
- Total expenses
- $8,335,932
- Net increase / (decrease)
- $21,178,175
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement | NONE | $393,070 | $0 |
| Sheet Metal Workers National Pensio | AFFILIATE | $310,297 | not reported in the loaded dataset |
| Mooney, Green, Saindon, Murphy | NONE | $75,885 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney LLC | NONE | $50,000 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $32,700 | not reported in the loaded dataset |