The Smart-Td Health & Welfare Plan — Form 5500 plan (Governing Committee)
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, The Smart-Td Health & Welfare Plan is a benefit plan reported by Governing Committee under EIN 80-0616629 and plan number 510. The latest loaded filing year is 2023. The filing reports 99,753 participants and $341,211,885 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Governing Committee
- EIN
- 80-0616629
- Plan number
- 510
- Plan type
- 1
- Location
- Arlington, VA
- Latest filing year
- 2023
- Participants
- 99,753
- End-of-year plan assets
- $341,211,885
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 99,753 | H, C | 20241012231358NAL0048968530001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $341,211,885
- Total liabilities (EOY)
- $71,907,315
- Net assets (EOY)
- $269,304,570
- Net assets (BOY)
- $96,357,577
Income & contributions
- Employer contributions
- $663,649,975
- Participant contributions
- $120,779,649
- Total contributions
- $784,807,495
- Total income / additions
- $792,398,664
Expenses & distributions
- Benefits paid
- $585,138,755
- Administrative expenses
- $34,312,916
- Total expenses
- $619,451,671
- Net increase / (decrease)
- $172,946,993
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Unitedhealthcare | NONE | $22,544,302 | not reported in the loaded dataset | 2023 |
| Highmark | NONE | $6,623,195 | $0 | 2023 |
| Aetna Us Healthcare | NONE | $2,776,025 | not reported in the loaded dataset | 2023 |
| Express Scripts, Inc. | NONE | $1,758,766 | not reported in the loaded dataset | 2023 |
| Teladoc Health, Inc | NONE | $666,567 | not reported in the loaded dataset | 2023 |
| Tmdg, LLC | NONE | $442,564 | not reported in the loaded dataset | 2023 |
| Health Advocate Solutions, Inc. | NONE | $295,703 | not reported in the loaded dataset | 2023 |
| Truist Bank | NONE | $232,406 | not reported in the loaded dataset | 2023 |
| Reed Smith, LLC | NONE | $91,264 | not reported in the loaded dataset | 2023 |
| Rsc Insurance Brokerage, Inc. | NONE | $42,277 | not reported in the loaded dataset | 2023 |
| Vital Decisions, LLC | NONE | $29,900 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us, LLC | NONE | $24,054 | not reported in the loaded dataset | 2023 |
| Mcmc, LLC | NONE | $17,200 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Governing Committee
- 2023 Form 5500 filing
- Form 5500 filings in VA
- 401(k) and benefit plan filings in Arlington, VA
- Unitedhealthcare — Schedule C compensation
- Highmark — Schedule C compensation
- Aetna Us Healthcare — Schedule C compensation
- Express Scripts, Inc. — Schedule C compensation
- Teladoc Health, Inc — Schedule C compensation
- Tmdg, LLC — Schedule C compensation
- Health Advocate Solutions, Inc. — Schedule C compensation
- Truist Bank — Schedule C compensation
- Reed Smith, LLC — Schedule C compensation
- Rsc Insurance Brokerage, Inc. — Schedule C compensation
- Vital Decisions, LLC — Schedule C compensation
- Willis Towers Watson Us, LLC — Schedule C compensation
- Mcmc, LLC — Schedule C compensation