Smart Local 265 Supplemental Retirement Savings Plan — Form 5500 plan (Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan)
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, Smart Local 265 Supplemental Retirement Savings Plan is a benefit plan reported by Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan under EIN 36-3911499 and plan number 002. The latest loaded filing year is 2023. The filing reports 2,480 participants and $346,472,876 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan
- EIN
- 36-3911499
- Plan number
- 002
- Plan type
- 1
- Location
- Carol Stream, IL
- Latest filing year
- 2023
- Participants
- 2,480
- End-of-year plan assets
- $346,472,876
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,480 | H, C | 20250304151330NAL0007130081002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $346,472,876
- Total liabilities (EOY)
- $108,101
- Net assets (EOY)
- $346,364,775
- Net assets (BOY)
- $302,203,305
Income & contributions
- Employer contributions
- $21,405,526
- Participant contributions
- $725,166
- Total contributions
- $22,388,327
- Total income / additions
- $63,055,087
Expenses & distributions
- Benefits paid
- $18,352,714
- Administrative expenses
- $540,903
- Total expenses
- $18,893,617
- Net increase / (decrease)
- $44,161,470
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $149,611 | $0 | 2023 |
| Baum Sigman Etal | NONE | $51,069 | not reported in the loaded dataset | 2023 |
| Denise Bingham | EMPLOYEE | $47,564 | not reported in the loaded dataset | 2023 |
| Katie Eby | EMPLOYEE | $41,596 | not reported in the loaded dataset | 2023 |
| The Segal Company | NONE | $39,595 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group, Pllc | NONE | $37,671 | not reported in the loaded dataset | 2023 |
| Emily Bandera | EMPLOYEE | $32,965 | not reported in the loaded dataset | 2023 |
| Bridgeway Benefit Technologies | NONE | $14,092 | not reported in the loaded dataset | 2023 |
| Bond Brothers | NONE | $9,399 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | NONE | $5,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan
- 2023 Form 5500 filing
- Form 5500 filings in IL
- 401(k) and benefit plan filings in Carol Stream, IL
- John Hancock Retirement Plan Servic — Schedule C compensation
- Baum Sigman Etal — Schedule C compensation
- Denise Bingham — Schedule C compensation
- Katie Eby — Schedule C compensation
- The Segal Company — Schedule C compensation
- Calibre Cpa Group, Pllc — Schedule C compensation
- Emily Bandera — Schedule C compensation
- Bridgeway Benefit Technologies — Schedule C compensation
- Bond Brothers — Schedule C compensation
- Morgan Stanley Smith Barney — Schedule C compensation