2023 Form 5500 filing — Smart Discipline/Income Protection Program
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 20241015082956NAL0056631826001) for Smart Discipline/Income Protection Program, reported by Sheet Metal, Air, Rail, And Transportation (Smart) under EIN 34-1031303 and plan number 502. It reports 9,177 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015082956NAL0056631826001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sheet Metal, Air, Rail, And Transportation (Smart)
- EIN
- 34-1031303
- Plan number
- 502
- Location
- Independence, OH
- Participants
- 9,177
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,357,492
- Total liabilities (EOY)
- $2,173,544
- Net assets (EOY)
- $21,183,948
- Employer contributions
- $6,979,692
- Total income / additions
- $8,599,679
- Benefits paid
- $4,452,650
- Administrative expenses
- $334,897
- Total expenses
- $4,787,547
- Net increase / (decrease)
- $3,812,132
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Angelique New | EMPLOYEE OF RELATED ORG | $82,740 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | AUDITOR | $31,150 | not reported in the loaded dataset |
| Darrin Tolliver | EMPLOYEE OF RELATED ORG | $25,171 | not reported in the loaded dataset |
| Segal Select Insurance Services Inc | INSURANCE BROKER | $17,083 | not reported in the loaded dataset |
| Christopher Boudoin | EMPLOYEE OF RELATED ORG | $11,233 | not reported in the loaded dataset |
| Clearstead Advisors LLC | INVESTMENT ADVISOR | $10,850 | not reported in the loaded dataset |
| David Liddle | EMPLOYEE OF RELATED ORG | $9,283 | not reported in the loaded dataset |