Smart Group Vstd Plan And Trust — Form 5500 plan (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 Group Vstd Plan And Trust is a benefit plan reported by Smart under EIN 34-1031303 and plan number 506. The latest loaded filing year is 2023. The filing reports 36,973 participants and $12,871,821 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Smart
- EIN
- 34-1031303
- Plan number
- 506
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 36,973
- End-of-year plan assets
- $12,871,821
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 36,973 | H, C | 20250130073545NAL0000940818001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $12,871,821
- Total liabilities (EOY)
- $1,245,266
- Net assets (EOY)
- $11,626,555
- Net assets (BOY)
- $4,911,684
Income & contributions
- Participant contributions
- $18,219,663
- Total contributions
- $18,219,663
- Total income / additions
- $22,564,961
Expenses & distributions
- Benefits paid
- $15,137,415
- Administrative expenses
- $712,675
- Total expenses
- $15,850,090
- Net increase / (decrease)
- $6,714,871
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Southern Benefit Administrators | NONE | $591,600 | not reported in the loaded dataset | 2023 |
| Mooney, Green, Saindon, Murphy & We | NONE | $39,884 | not reported in the loaded dataset | 2023 |
| Segal Select Insurance | NONE | $38,065 | not reported in the loaded dataset | 2023 |
| Calibre Cpa Group Pllc | NONE | $26,500 | not reported in the loaded dataset | 2023 |
| Clearstead Advisors, LLC | NONE | $10,571 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Smart
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- Southern Benefit Administrators — Schedule C compensation
- Mooney, Green, Saindon, Murphy & We — Schedule C compensation
- Segal Select Insurance — Schedule C compensation
- Calibre Cpa Group Pllc — Schedule C compensation
- Clearstead Advisors, LLC — Schedule C compensation