2023 Form 5500 filing — Smith & Nephew U.S. Pension Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241007063416NAL0026890880001) for Smith & Nephew U.S. Pension Plan, reported by Smith & Nephew, Inc. under EIN 51-0123924 and plan number 002. It reports 3,013 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007063416NAL0026890880001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith & Nephew, Inc.
- EIN
- 51-0123924
- Plan number
- 002
- Location
- Memphis, TN
- Participants
- 3,013
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $267,147,005
- Total liabilities (EOY)
- $389,587
- Net assets (EOY)
- $266,757,418
- Total income / additions
- $19,782,344
- Benefits paid
- $113,152,125
- Administrative expenses
- $2,521,709
- Total expenses
- $115,673,834
- Net increase / (decrease)
- -$95,891,490
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson LLC | NONE | $1,324,343 | not reported in the loaded dataset |
| Mercer | NONE | $673,248 | $0 |
| State Street Bank & Trust | NONE | $128,925 | not reported in the loaded dataset |
| Alston & Bird | NONE | $52,605 | not reported in the loaded dataset |
| Horne Llp | NONE | $10,300 | not reported in the loaded dataset |
| Independent Insurance Analysts LLC | NONE | $7,500 | not reported in the loaded dataset |