2023 Form 5500 filing — Smith & Loveless, Inc. Employee Health Care 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 20250630213130NAL0006460019001) for Smith & Loveless, Inc. Employee Health Care Plan, reported by Smith & Loveless, Inc. under EIN 48-0924021 and plan number 501. It reports 211 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250630213130NAL0006460019001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Smith & Loveless, Inc.
- EIN
- 48-0924021
- Plan number
- 501
- Location
- Lenexa, KS
- Participants
- 211
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $364,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $364,202
- Employer contributions
- $1,243,350
- Participant contributions
- $404,299
- Total income / additions
- $1,651,861
- Benefits paid
- $1,214,968
- Administrative expenses
- $97,540
- Total expenses
- $1,312,508
- Net increase / (decrease)
- $339,353
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Healthsmart Benefit Solutions | ADMIN FEES | $35,249 | $0 |
| Aetna | ADMIN FEES | $24,481 | $0 |
| Healthsmart Benefit Solutions | ADMIN FEES | $6,043 | $0 |
| Gallagher Benefit Services, Inc. | BROKER ADMIN | not reported in the loaded dataset | $0 |