Smiths Group Incentive Savings Plan — Form 5500 plan (Smiths Group Services Corporation)
Plain-English plan 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, Smiths Group Incentive Savings Plan is a benefit plan reported by Smiths Group Services Corporation under EIN 22-3015350 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,690 participants and $923,406,640 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smiths Group Services Corporation
- EIN
- 22-3015350
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 8,690
- End-of-year plan assets
- $923,406,640
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,690 | H, C | 20241007163041NAL0015510337001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $923,406,640
- Total liabilities (EOY)
- $2
- Net assets (EOY)
- $923,406,638
- Net assets (BOY)
- $824,314,710
Income & contributions
- Employer contributions
- $15,450,307
- Participant contributions
- $23,388,088
- Total contributions
- $45,197,358
- Total income / additions
- $210,362,351
Expenses & distributions
- Benefits paid
- $108,716,625
- Administrative expenses
- $403,886
- Total expenses
- $109,275,969
- Net increase / (decrease)
- $101,086,382
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $160,785 | $0 | 2023 |
| Captrust | INVESTMENT ADVISOR | $90,000 | not reported in the loaded dataset | 2023 |
| Marsh Usa Inc | INSURANCE AGENT/BROK | $78,751 | not reported in the loaded dataset | 2023 |
| Kreischer Miller | ACCOUNTANT/AUDITOR | $52,771 | not reported in the loaded dataset | 2023 |
| Smiths Group Services Corp | EMPLOYEE OF EMPLOYER | $22,805 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smiths Group Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Fidelity Investments Institutional — Schedule C compensation
- Captrust — Schedule C compensation
- Marsh Usa Inc — Schedule C compensation
- Kreischer Miller — Schedule C compensation
- Smiths Group Services Corp — Schedule C compensation