Smiths Group Incentive Savings Plan for Union Employees

Smiths Group Services Corporation, Catro Valley CA. Employer ID 223015350, plan number 005. Annual reports on file for 2009 to 2017.

Where the money went

Filed 2009-2017Smiths Group Incentive Savings Plan for Union Employees, Smiths Group Services Corporation
2017Assets transferred to Smiths Group Incentive Savings Plan
TodaySmiths Group Incentive Savings Plan still files. Fidelity Investments Institutional keeps the records. That is where to ask.

Records are kept by Fidelity Investments Institutional, per the 2024 filing.

In plan year 2013, active participants fell from 284 to 151 (47%), and 44 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2016: The plan reported failing to pay benefits when due.
2017: Final return: the plan reported that it ended (merged, transferred, or distributed all assets).
2017: At least 25% of plan assets were transferred to another plan this year (merger or spin-off).
2017: The plan reported failing to pay benefits when due.

"Separated, still owed" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Separated, still owed	Source
2009	1,421	130	Filing
2010	492	119	Filing
2011	510	156	Filing
2012	454	157	Filing
2013	252	92	Filing
2014	302	82	Filing
2015	273	74	Filing
2016	272	65	Filing
2017	0	0	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.