Smart Discipline/Income Protection Program — Form 5500 plan (Sheet Metal, Air, Rail, And Transportation (Smart))
Plain-English plan 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, Smart Discipline/Income Protection Program is a benefit plan reported by Sheet Metal, Air, Rail, And Transportation (Smart) under EIN 34-1031303 and plan number 502. The latest loaded filing year is 2023. The filing reports 9,177 participants and $23,357,492 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sheet Metal, Air, Rail, And Transportation (Smart)
- EIN
- 34-1031303
- Plan number
- 502
- Plan type
- 2
- Location
- Independence, OH
- Latest filing year
- 2023
- Participants
- 9,177
- End-of-year plan assets
- $23,357,492
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,177 | H, C | 20241015082956NAL0056631826001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,357,492
- Total liabilities (EOY)
- $2,173,544
- Net assets (EOY)
- $21,183,948
- Net assets (BOY)
- $17,371,816
Income & contributions
- Employer contributions
- $6,979,692
- Total contributions
- $6,979,692
- Total income / additions
- $8,599,679
Expenses & distributions
- Benefits paid
- $4,452,650
- Administrative expenses
- $334,897
- Total expenses
- $4,787,547
- Net increase / (decrease)
- $3,812,132
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Angelique New | EMPLOYEE OF RELATED ORG | $82,740 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | AUDITOR | $31,150 | not reported in the loaded dataset | 2023 |
| Darrin Tolliver | EMPLOYEE OF RELATED ORG | $25,171 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance Services Inc | INSURANCE BROKER | $17,083 | not reported in the loaded dataset | 2023 |
| Christopher Boudoin | EMPLOYEE OF RELATED ORG | $11,233 | not reported in the loaded dataset | 2023 |
| Clearstead Advisors LLC | INVESTMENT ADVISOR | $10,850 | not reported in the loaded dataset | 2023 |
| David Liddle | EMPLOYEE OF RELATED ORG | $9,283 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sheet Metal, Air, Rail, And Transportation (Smart)
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Independence, OH
- Angelique New — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Darrin Tolliver — Schedule C compensation
- Segal Select Insurance Services Inc — Schedule C compensation
- Christopher Boudoin — Schedule C compensation
- Clearstead Advisors LLC — Schedule C compensation
- David Liddle — Schedule C compensation