Smith & Nephew U.S. Pension Plan — Form 5500 plan (Smith & Nephew, Inc.)
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, Smith & Nephew U.S. Pension Plan is a benefit plan reported by Smith & Nephew, Inc. under EIN 51-0123924 and plan number 002. The latest loaded filing year is 2023. The filing reports 3,013 participants and $267,147,005 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith & Nephew, Inc.
- EIN
- 51-0123924
- Plan number
- 002
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 3,013
- End-of-year plan assets
- $267,147,005
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 3,013 | H, C | 20241007063416NAL0026890880001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $267,147,005
- Total liabilities (EOY)
- $389,587
- Net assets (EOY)
- $266,757,418
- Net assets (BOY)
- $362,648,908
Income & contributions
- Total contributions
- $0
- Total income / additions
- $19,782,344
Expenses & distributions
- Benefits paid
- $113,152,125
- Administrative expenses
- $2,521,709
- Total expenses
- $115,673,834
- Net increase / (decrease)
- -$95,891,490
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson LLC | NONE | $1,324,343 | not reported in the loaded dataset | 2023 |
| Mercer | NONE | $673,248 | $0 | 2023 |
| State Street Bank & Trust | NONE | $128,925 | not reported in the loaded dataset | 2023 |
| Alston & Bird | NONE | $52,605 | not reported in the loaded dataset | 2023 |
| Horne Llp | NONE | $10,300 | not reported in the loaded dataset | 2023 |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith & Nephew, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Willis Towers Watson LLC — Schedule C compensation
- Mercer — Schedule C compensation
- State Street Bank & Trust — Schedule C compensation
- Alston & Bird — Schedule C compensation
- Horne Llp — Schedule C compensation
- Independent Insurance Analysts LLC — Schedule C compensation