2023 Form 5500 filing — Smart Local 265 Supplemental Retirement 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 20250304151330NAL0007130081002) for Smart Local 265 Supplemental Retirement Savings Plan, reported by Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan under EIN 36-3911499 and plan number 002. It reports 2,480 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250304151330NAL0007130081002
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees-Smart Local 265 Supp Ret Svgs Plan
- EIN
- 36-3911499
- Plan number
- 002
- Location
- Carol Stream, IL
- Participants
- 2,480
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $346,472,876
- Total liabilities (EOY)
- $108,101
- Net assets (EOY)
- $346,364,775
- Employer contributions
- $21,405,526
- Participant contributions
- $725,166
- Total income / additions
- $63,055,087
- Benefits paid
- $18,352,714
- Administrative expenses
- $540,903
- Total expenses
- $18,893,617
- Net increase / (decrease)
- $44,161,470
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock Retirement Plan Servic | NONE | $149,611 | $0 |
| Baum Sigman Etal | NONE | $51,069 | not reported in the loaded dataset |
| Denise Bingham | EMPLOYEE | $47,564 | not reported in the loaded dataset |
| Katie Eby | EMPLOYEE | $41,596 | not reported in the loaded dataset |
| The Segal Company | NONE | $39,595 | not reported in the loaded dataset |
| Calibre Cpa Group, Pllc | NONE | $37,671 | not reported in the loaded dataset |
| Emily Bandera | EMPLOYEE | $32,965 | not reported in the loaded dataset |
| Bridgeway Benefit Technologies | NONE | $14,092 | not reported in the loaded dataset |
| Bond Brothers | NONE | $9,399 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | NONE | $5,000 | not reported in the loaded dataset |