Form 5500 · Retirement plan · NASHVILLE, TN
SMART RETIREMENT SOLUTIONS, INC.
The filing calls this plan CHOICE POOLED EMPLOYER PLAN I.
SMART RETIREMENT SOLUTIONS, INC. of NASHVILLE, TN files a Form 5500 for its retirement plan. Schedule A discloses 2 annuity or guaranteed-interest contracts held by the plan, written by TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 88-1526902 · plan 401 · plan year 2023, filed Dec 30, 2024
Plan brief
Schedule A lists 2 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles, all with TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.
The contracts held $5,959,577 at the end of the plan year, as reported on Schedule A.
$62,076 in agent commissions is disclosed across the contracts; MICHAEL ALEXANDER is the agent of record.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | Annuity / GIC | 4,266 | December | $5,959,577 | $56,187 |
| TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | — | 4,266 | December | — | $5,889 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. The service providers are named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
The recordkeeper and the accountant are named on Schedule C of this filing. The opinion and the fee are from Schedule H.
The filing reports that employee contributions were not forwarded to the plan on time (line 4a).
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