Plan5500

Smith & Loveless, Inc. Employee Health Care Plan — Form 5500 plan (Smith & Loveless, Inc.)

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, Smith & Loveless, Inc. Employee Health Care Plan is a benefit plan reported by Smith & Loveless, Inc. under EIN 48-0924021 and plan number 501. The latest loaded filing year is 2023. The filing reports 211 participants and $364,202 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Smith & Loveless, Inc.
EIN
48-0924021
Plan number
501
Plan type
2
Location
Lenexa, KS
Latest filing year
2023
Participants
211
End-of-year plan assets
$364,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023211H, C20250630213130NAL0006460019001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$364,202
Total liabilities (EOY)
$0
Net assets (EOY)
$364,202
Net assets (BOY)
$24,849

Income & contributions

Employer contributions
$1,243,350
Participant contributions
$404,299
Total contributions
$1,651,861
Total income / additions
$1,651,861

Expenses & distributions

Benefits paid
$1,214,968
Administrative expenses
$97,540
Total expenses
$1,312,508
Net increase / (decrease)
$339,353

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Healthsmart Benefit SolutionsADMIN FEES$35,249$02023
AetnaADMIN FEES$24,481$02023
Healthsmart Benefit SolutionsADMIN FEES$6,043$02023
Gallagher Benefit Services, Inc.BROKER ADMINnot reported in the loaded dataset$02023

Related Form 5500 pages