401k Plan data: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN plan

SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 401k Plan overview

Plan Name	SMITHS GROUP SERVICES CORPORATION WELFARE PLAN
Plan identification number	501

SMITHS GROUP SERVICES CORPORATION WELFARE PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance Dental Vision Temporary disability (accident and sickness) Long-term disability cover Death benefits (include travel accident but not life insurance) Other welfare benefit cover

401k Sponsoring company profile

SMITHS GROUP SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: SMITHS GROUP SERVICES CORPORATION

Employer identification number (EIN): 223015350

NAIC Classification: 336410

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SMITHS GROUP SERVICES CORPORATION WELFARE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
501 2023-08-01 KATHRYN BURRISS
501 2022-08-01
501 2022-08-01 KATHRYN BURRISS
501 2021-08-01
501 2021-08-01 LYNDA SCHERRER
501 2020-08-01
501 2019-08-01
501 2016-08-01 MICHAEL LANNUTTI
501 2015-08-01 MICHAEL LANNUTTI
501 2014-08-01 MICHAEL LANNUTTI
501 2013-08-01 MICHAEL LANNUTTI MICHAEL LANNUTTI 2015-05-12
501 2012-08-01 MICHAEL LANNUTTI MICHAEL LANNUTTI 2014-05-07
501 2011-08-01 MICHAEL LANNUTTI MICHAEL LANNUTTI 2013-07-18
501 2009-01-01 MICHAEL LANNUTTI MICHAEL LANNUTTI 2010-10-12

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
501	2023-08-01	KATHRYN BURRISS
501	2022-08-01
501	2022-08-01	KATHRYN BURRISS
501	2021-08-01
501	2021-08-01	LYNDA SCHERRER
501	2020-08-01
501	2019-08-01
501	2016-08-01	MICHAEL LANNUTTI
501	2015-08-01	MICHAEL LANNUTTI
501	2014-08-01	MICHAEL LANNUTTI
501	2013-08-01	MICHAEL LANNUTTI	MICHAEL LANNUTTI	2015-05-12
501	2012-08-01	MICHAEL LANNUTTI	MICHAEL LANNUTTI	2014-05-07
501	2011-08-01	MICHAEL LANNUTTI	MICHAEL LANNUTTI	2013-07-18
501	2009-01-01	MICHAEL LANNUTTI	MICHAEL LANNUTTI	2010-10-12

Plan Statistics for SMITHS GROUP SERVICES CORPORATION WELFARE PLAN

401k plan membership statisitcs for SMITHS GROUP SERVICES CORPORATION WELFARE PLAN

Measure Date Value
2022: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year 2022-08-01 4,577
Total number of active participants reported on line 7a of the Form 5500 2022-08-01 2,676
Number of retired or separated participants receiving benefits 2022-08-01 57
Number of other retired or separated participants entitled to future benefits 2022-08-01 445
Total of all active and inactive participants 2022-08-01 3,178
2021: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year 2021-08-01 4,504
Total number of active participants reported on line 7a of the Form 5500 2021-08-01 4,057
Number of retired or separated participants receiving benefits 2021-08-01 85
Number of other retired or separated participants entitled to future benefits 2021-08-01 1,981
Total of all active and inactive participants 2021-08-01 6,123
2020: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year 2020-08-01 4,331
Total number of active participants reported on line 7a of the Form 5500 2020-08-01 4,088
Number of retired or separated participants receiving benefits 2020-08-01 116
Number of other retired or separated participants entitled to future benefits 2020-08-01 1,071
Total of all active and inactive participants 2020-08-01 5,275
2019: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year 2019-08-01 5,784
Total number of active participants reported on line 7a of the Form 5500 2019-08-01 4,738
Number of retired or separated participants receiving benefits 2019-08-01 115
Number of other retired or separated participants entitled to future benefits 2019-08-01 167
Total of all active and inactive participants 2019-08-01 5,020
2016: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year 2016-08-01 6,726
Total number of active participants reported on line 7a of the Form 5500 2016-08-01 5,524
Number of retired or separated participants receiving benefits 2016-08-01 769
Number of other retired or separated participants entitled to future benefits 2016-08-01 1
Total of all active and inactive participants 2016-08-01 6,294
2015: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year 2015-08-01 7,283
Total number of active participants reported on line 7a of the Form 5500 2015-08-01 5,930
Number of retired or separated participants receiving benefits 2015-08-01 893
Number of other retired or separated participants entitled to future benefits 2015-08-01 896
Total of all active and inactive participants 2015-08-01 7,719
2014: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year 2014-08-01 6,465
Total number of active participants reported on line 7a of the Form 5500 2014-08-01 5,233
Number of retired or separated participants receiving benefits 2014-08-01 1,233
Number of other retired or separated participants entitled to future benefits 2014-08-01 0
Total of all active and inactive participants 2014-08-01 6,466
2013: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year 2013-08-01 6,058
Total number of active participants reported on line 7a of the Form 5500 2013-08-01 5,121
Number of retired or separated participants receiving benefits 2013-08-01 884
Number of other retired or separated participants entitled to future benefits 2013-08-01 0
Total of all active and inactive participants 2013-08-01 6,005
2012: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year 2012-08-01 6,018
Total number of active participants reported on line 7a of the Form 5500 2012-08-01 5,365
Number of retired or separated participants receiving benefits 2012-08-01 703
Number of other retired or separated participants entitled to future benefits 2012-08-01 0
Total of all active and inactive participants 2012-08-01 6,068
2011: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year 2011-08-01 6,211
Total number of active participants reported on line 7a of the Form 5500 2011-08-01 5,005
Number of retired or separated participants receiving benefits 2011-08-01 1,013
Number of other retired or separated participants entitled to future benefits 2011-08-01 0
Total of all active and inactive participants 2011-08-01 6,018
2009: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 6,767
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 5,046
Number of retired or separated participants receiving benefits 2009-01-01 1,240
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 6,286

Measure	Date	Value
2022: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2022 401k membership
Total participants, beginning-of-year	2022-08-01	4,577
Total number of active participants reported on line 7a of the Form 5500	2022-08-01	2,676
Number of retired or separated participants receiving benefits	2022-08-01	57
Number of other retired or separated participants entitled to future benefits	2022-08-01	445
Total of all active and inactive participants	2022-08-01	3,178
2021: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2021 401k membership
Total participants, beginning-of-year	2021-08-01	4,504
Total number of active participants reported on line 7a of the Form 5500	2021-08-01	4,057
Number of retired or separated participants receiving benefits	2021-08-01	85
Number of other retired or separated participants entitled to future benefits	2021-08-01	1,981
Total of all active and inactive participants	2021-08-01	6,123
2020: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2020 401k membership
Total participants, beginning-of-year	2020-08-01	4,331
Total number of active participants reported on line 7a of the Form 5500	2020-08-01	4,088
Number of retired or separated participants receiving benefits	2020-08-01	116
Number of other retired or separated participants entitled to future benefits	2020-08-01	1,071
Total of all active and inactive participants	2020-08-01	5,275
2019: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2019 401k membership
Total participants, beginning-of-year	2019-08-01	5,784
Total number of active participants reported on line 7a of the Form 5500	2019-08-01	4,738
Number of retired or separated participants receiving benefits	2019-08-01	115
Number of other retired or separated participants entitled to future benefits	2019-08-01	167
Total of all active and inactive participants	2019-08-01	5,020
2016: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2016 401k membership
Total participants, beginning-of-year	2016-08-01	6,726
Total number of active participants reported on line 7a of the Form 5500	2016-08-01	5,524
Number of retired or separated participants receiving benefits	2016-08-01	769
Number of other retired or separated participants entitled to future benefits	2016-08-01	1
Total of all active and inactive participants	2016-08-01	6,294
2015: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2015 401k membership
Total participants, beginning-of-year	2015-08-01	7,283
Total number of active participants reported on line 7a of the Form 5500	2015-08-01	5,930
Number of retired or separated participants receiving benefits	2015-08-01	893
Number of other retired or separated participants entitled to future benefits	2015-08-01	896
Total of all active and inactive participants	2015-08-01	7,719
2014: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2014 401k membership
Total participants, beginning-of-year	2014-08-01	6,465
Total number of active participants reported on line 7a of the Form 5500	2014-08-01	5,233
Number of retired or separated participants receiving benefits	2014-08-01	1,233
Number of other retired or separated participants entitled to future benefits	2014-08-01	0
Total of all active and inactive participants	2014-08-01	6,466
2013: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2013 401k membership
Total participants, beginning-of-year	2013-08-01	6,058
Total number of active participants reported on line 7a of the Form 5500	2013-08-01	5,121
Number of retired or separated participants receiving benefits	2013-08-01	884
Number of other retired or separated participants entitled to future benefits	2013-08-01	0
Total of all active and inactive participants	2013-08-01	6,005
2012: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2012 401k membership
Total participants, beginning-of-year	2012-08-01	6,018
Total number of active participants reported on line 7a of the Form 5500	2012-08-01	5,365
Number of retired or separated participants receiving benefits	2012-08-01	703
Number of other retired or separated participants entitled to future benefits	2012-08-01	0
Total of all active and inactive participants	2012-08-01	6,068
2011: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2011 401k membership
Total participants, beginning-of-year	2011-08-01	6,211
Total number of active participants reported on line 7a of the Form 5500	2011-08-01	5,005
Number of retired or separated participants receiving benefits	2011-08-01	1,013
Number of other retired or separated participants entitled to future benefits	2011-08-01	0
Total of all active and inactive participants	2011-08-01	6,018
2009: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	6,767
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	5,046
Number of retired or separated participants receiving benefits	2009-01-01	1,240
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	6,286

Form 5500 Responses for SMITHS GROUP SERVICES CORPORATION WELFARE PLAN

2022: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2022 form 5500 responses
2022-08-01	Type of plan entity	Single employer plan
2022-08-01	Submission has been amended	No
2022-08-01	This submission is the final filing	No
2022-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-08-01	Plan is a collectively bargained plan	No
2022-08-01	Plan funding arrangement – Insurance	Yes
2022-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2022-08-01	Plan benefit arrangement – Insurance	Yes
2022-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2021: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2021 form 5500 responses
2021-08-01	Type of plan entity	Single employer plan
2021-08-01	Submission has been amended	No
2021-08-01	This submission is the final filing	No
2021-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-08-01	Plan is a collectively bargained plan	No
2021-08-01	Plan funding arrangement – Insurance	Yes
2021-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2021-08-01	Plan benefit arrangement – Insurance	Yes
2021-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2020: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2020 form 5500 responses
2020-08-01	Type of plan entity	Single employer plan
2020-08-01	Submission has been amended	No
2020-08-01	This submission is the final filing	No
2020-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-08-01	Plan is a collectively bargained plan	No
2020-08-01	Plan funding arrangement – Insurance	Yes
2020-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2020-08-01	Plan benefit arrangement – Insurance	Yes
2020-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2019: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2019 form 5500 responses
2019-08-01	Type of plan entity	Single employer plan
2019-08-01	Submission has been amended	No
2019-08-01	This submission is the final filing	No
2019-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-08-01	Plan is a collectively bargained plan	No
2019-08-01	Plan funding arrangement – Insurance	Yes
2019-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2019-08-01	Plan benefit arrangement – Insurance	Yes
2019-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2016: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2016 form 5500 responses
2016-08-01	Type of plan entity	Single employer plan
2016-08-01	Submission has been amended	No
2016-08-01	This submission is the final filing	No
2016-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-08-01	Plan is a collectively bargained plan	No
2016-08-01	Plan funding arrangement – Insurance	Yes
2016-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2016-08-01	Plan benefit arrangement – Insurance	Yes
2016-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2015: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2015 form 5500 responses
2015-08-01	Type of plan entity	Single employer plan
2015-08-01	Submission has been amended	No
2015-08-01	This submission is the final filing	No
2015-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-08-01	Plan is a collectively bargained plan	No
2015-08-01	Plan funding arrangement – Insurance	Yes
2015-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2015-08-01	Plan benefit arrangement – Insurance	Yes
2015-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2014: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2014 form 5500 responses
2014-08-01	Type of plan entity	Single employer plan
2014-08-01	Submission has been amended	No
2014-08-01	This submission is the final filing	No
2014-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-08-01	Plan is a collectively bargained plan	No
2014-08-01	Plan funding arrangement – Insurance	Yes
2014-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2014-08-01	Plan benefit arrangement – Insurance	Yes
2014-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2013: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2013 form 5500 responses
2013-08-01	Type of plan entity	Single employer plan
2013-08-01	Submission has been amended	No
2013-08-01	This submission is the final filing	No
2013-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-08-01	Plan is a collectively bargained plan	No
2013-08-01	Plan funding arrangement – Insurance	Yes
2013-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2013-08-01	Plan benefit arrangement – Insurance	Yes
2013-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2012: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2012 form 5500 responses
2012-08-01	Type of plan entity	Single employer plan
2012-08-01	Submission has been amended	No
2012-08-01	This submission is the final filing	No
2012-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-08-01	Plan is a collectively bargained plan	No
2012-08-01	Plan funding arrangement – Insurance	Yes
2012-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2012-08-01	Plan benefit arrangement – Insurance	Yes
2012-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2011: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2011 form 5500 responses
2011-08-01	Type of plan entity	Single employer plan
2011-08-01	Submission has been amended	Yes
2011-08-01	This submission is the final filing	No
2011-08-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-08-01	Plan is a collectively bargained plan	No
2011-08-01	Plan funding arrangement – Insurance	Yes
2011-08-01	Plan funding arrangement – General assets of the sponsor	Yes
2011-08-01	Plan benefit arrangement – Insurance	Yes
2011-08-01	Plan benefit arrangement – General assets of the sponsor	Yes
2009: SMITHS GROUP SERVICES CORPORATION WELFARE PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – General assets of the sponsor	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement – General assets of the sponsor	Yes

Insurance Providers Used on plan

CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number	0000026869
Policy instance	6
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	66263
Policy instance	1
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	091300
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	686637
Policy instance	3
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number	4EL-8615-22
Policy instance	4
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number	033032
Policy instance	5
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number	0000026869
Policy instance	6
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number	033032
Policy instance	5
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number	4EL-8615-21
Policy instance	4
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	686637
Policy instance	3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	091300
Policy instance	2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	66263
Policy instance	1
CONTINENTAL AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 71730 )
Policy contract number	0000026869
Policy instance	6
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	66263
Policy instance	1
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	91300
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	686637-0100001
Policy instance	3
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number	4EL-8615-20
Policy instance	4
HAWAII MEDICAL SERVICE ASSOC. (National Association of Insurance Commissioners NAIC id number: 49948 )
Policy contract number	033032
Policy instance	5
FOUR EVER LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 80985 )
Policy contract number	4EL-8615-19
Policy instance	5
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	686637-0100001
Policy instance	4
ARMADACARE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract number	MZ0936072H
Policy instance	3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number	91300,91301
Policy instance	2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	66263
Policy instance	1

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Company Name:	SMITHS GROUP SERVICES CORPORATION
Employer identification number (EIN):	223015350
NAIC Classification:	336410