Smith & Nephew U.S. Savings Plan — Form 5500 plan (Smith And 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. Savings Plan is a benefit plan reported by Smith And Nephew, Inc. under EIN 51-0123924 and plan number 008. The latest loaded filing year is 2023. The filing reports 10,018 participants and $1,351,746,818 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smith And Nephew, Inc.
- EIN
- 51-0123924
- Plan number
- 008
- Plan type
- 2
- Location
- Memphis, TN
- Latest filing year
- 2023
- Participants
- 10,018
- End-of-year plan assets
- $1,351,746,818
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 10,018 | H, C | 20241007103912NAL0015047073001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,351,746,818
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,351,746,818
- Net assets (BOY)
- $1,130,756,326
Income & contributions
- Employer contributions
- $59,117,791
- Participant contributions
- $68,005,213
- Total contributions
- $143,450,067
- Total income / additions
- $362,910,504
Expenses & distributions
- Benefits paid
- $140,736,332
- Administrative expenses
- $1,183,680
- Total expenses
- $141,920,012
- Net increase / (decrease)
- $220,990,492
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $456,277 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $347,668 | not reported in the loaded dataset | 2023 |
| Mercer | CONSULTANT | $69,615 | not reported in the loaded dataset | 2023 |
| Horne | CONSULTANT | $14,700 | not reported in the loaded dataset | 2023 |
| Alston & Bird Llp | CONSULTANT | $10,920 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smith And Nephew, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Memphis, TN
- Strategic Advisors, Inc. — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation
- Mercer — Schedule C compensation
- Horne — Schedule C compensation
- Alston & Bird Llp — Schedule C compensation