2023 Form 5500 filing — Smart Transportation Division Staff Retiree Health
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 20241015113644NAL0016240803004) for Smart Transportation Division Staff Retiree Health, reported by Sheet Metal, Air, Rail And Transportation Union (Smart) under EIN 34-1031303 and plan number 507. It reports 162 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$5.5MReported net assets$5,462,325
Participants162
Provider compensation$31.8K3 Schedule C row(s)$31,849
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241015113644NAL0016240803004
- Plan sponsor
- Sheet Metal, Air, Rail And Transportation Union (Smart)
- EIN
- 34-1031303
- Plan number
- 507
- Location
- Independence, OH
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$5.6M total assets
Net assets$5.5MLiabilities$152.7K
Full reported line items
- Total assets (EOY)
- $5,614,980
- Total liabilities (EOY)
- $152,655
- Net assets (EOY)
- $5,462,325
- Employer contributions
- $1,852,476
- Participant contributions
- $380,919
- Total income / additions
- $2,518,040
- Benefits paid
- $1,599,185
- Administrative expenses
- $36,649
- Total expenses
- $1,635,834
- Net increase / (decrease)
- $882,206
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Usi Consulting Group | NONE | $13,000 | not reported in the loaded dataset |
| Calibre Cpa Group | NONE | $10,500 | not reported in the loaded dataset |
| Segal Select Insurance | NONE | $8,349 | not reported in the loaded dataset |