2023 Form 5500 filing — Smiths Group Incentive Savings 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 20241007163041NAL0015510337001) for Smiths Group Incentive Savings Plan, reported by Smiths Group Services Corporation under EIN 22-3015350 and plan number 002. It reports 8,690 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007163041NAL0015510337001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smiths Group Services Corporation
- EIN
- 22-3015350
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 8,690
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $923,406,640
- Total liabilities (EOY)
- $2
- Net assets (EOY)
- $923,406,638
- Employer contributions
- $15,450,307
- Participant contributions
- $23,388,088
- Total income / additions
- $210,362,351
- Benefits paid
- $108,716,625
- Administrative expenses
- $403,886
- Total expenses
- $109,275,969
- Net increase / (decrease)
- $101,086,382
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $160,785 | $0 |
| Captrust | INVESTMENT ADVISOR | $90,000 | not reported in the loaded dataset |
| Marsh Usa Inc | INSURANCE AGENT/BROK | $78,751 | not reported in the loaded dataset |
| Kreischer Miller | ACCOUNTANT/AUDITOR | $52,771 | not reported in the loaded dataset |
| Smiths Group Services Corp | EMPLOYEE OF EMPLOYER | $22,805 | not reported in the loaded dataset |