2023 Form 5500 filing — The Smart-Td Health & Welfare 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 20241012231358NAL0048968530001) for The Smart-Td Health & Welfare Plan, reported by Governing Committee under EIN 80-0616629 and plan number 510. It reports 99,753 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241012231358NAL0048968530001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Governing Committee
- EIN
- 80-0616629
- Plan number
- 510
- Location
- Arlington, VA
- Participants
- 99,753
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $341,211,885
- Total liabilities (EOY)
- $71,907,315
- Net assets (EOY)
- $269,304,570
- Employer contributions
- $663,649,975
- Participant contributions
- $120,779,649
- Total income / additions
- $792,398,664
- Benefits paid
- $585,138,755
- Administrative expenses
- $34,312,916
- Total expenses
- $619,451,671
- Net increase / (decrease)
- $172,946,993
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Unitedhealthcare | NONE | $22,544,302 | not reported in the loaded dataset |
| Highmark | NONE | $6,623,195 | $0 |
| Aetna Us Healthcare | NONE | $2,776,025 | not reported in the loaded dataset |
| Express Scripts, Inc. | NONE | $1,758,766 | not reported in the loaded dataset |
| Teladoc Health, Inc | NONE | $666,567 | not reported in the loaded dataset |
| Tmdg, LLC | NONE | $442,564 | not reported in the loaded dataset |
| Health Advocate Solutions, Inc. | NONE | $295,703 | not reported in the loaded dataset |
| Truist Bank | NONE | $232,406 | not reported in the loaded dataset |
| Reed Smith, LLC | NONE | $91,264 | not reported in the loaded dataset |
| Rsc Insurance Brokerage, Inc. | NONE | $42,277 | not reported in the loaded dataset |
| Vital Decisions, LLC | NONE | $29,900 | not reported in the loaded dataset |
| Willis Towers Watson Us, LLC | NONE | $24,054 | not reported in the loaded dataset |
| Mcmc, LLC | NONE | $17,200 | not reported in the loaded dataset |