2023 Form 5500 filing — Smart Group Vstd Plan And Trust
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 20250130073545NAL0000940818001) for Smart Group Vstd Plan And Trust, reported by Smart under EIN 34-1031303 and plan number 506. It reports 36,973 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250130073545NAL0000940818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smart
- EIN
- 34-1031303
- Plan number
- 506
- Location
- Washington, DC
- Participants
- 36,973
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $12,871,821
- Total liabilities (EOY)
- $1,245,266
- Net assets (EOY)
- $11,626,555
- Participant contributions
- $18,219,663
- Total income / additions
- $22,564,961
- Benefits paid
- $15,137,415
- Administrative expenses
- $712,675
- Total expenses
- $15,850,090
- Net increase / (decrease)
- $6,714,871
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Southern Benefit Administrators | NONE | $591,600 | not reported in the loaded dataset |
| Mooney, Green, Saindon, Murphy & We | NONE | $39,884 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $38,065 | not reported in the loaded dataset |
| Calibre Cpa Group Pllc | NONE | $26,500 | not reported in the loaded dataset |
| Clearstead Advisors, LLC | NONE | $10,571 | not reported in the loaded dataset |