Smart Group Vstd Plan And Trust
Smart Group Vstd Plan And Trust's latest filing in the PeerBasis snapshot reports a Part VII D + F figure of $94,578 for Jeremy Ferguson, Trustee (FY 2024). Column F can include amounts from the filing and related organizations.
After indexing supported filing years to 2025 comparison dollars, the subject figure is $97,067. It is higher than the D + F figure for 19 of 33 peer organizations selected under the disclosed tier Same NTEE sector (Y43), nationwide + size band 0.77–1.3× revenue (approximately 58%; median $77,073). This is descriptive, not a reasonableness conclusion.
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Review the selected comparables for Smart Group Vstd Plan And Trust, then prepare a source-linked report and bracketed documentation worksheet for the board to verify and complete.
Review the peer setSelected peer organizations
Actual selection tier: Same NTEE sector (Y43), nationwide + size band 0.77–1.3× revenue. Displayed D + F figures from supported filing years are indexed to 2025 comparison dollars with BLS CPI-U; a nationwide tier also uses 2024 BEA RPP as a consumer price-level proxy when both the subject and peer have supported state codes. Unsupported state codes receive no interstate adjustment. Comparison values can differ from the raw filing. Column F may include related-organization amounts.
| Organization | State | Revenue | D + F (2025 dollars) |
|---|---|---|---|
| Plumbers And Steamfitters Local No 21 | NY | $23,974,035 | $119,777 |
| Uaw Retirees Of The Budd Company Health | DC | $23,560,896 | $25,747 |
| Osma Health - Health Plan | OK | $24,303,607 | $39,212 |
| Health Research Inc Postretirement | NY | $23,312,393 | $64,563 |
| Ufcw Health Insurance Plan For Retirees | DC | $24,504,744 | $62,423 |
| Boise Fire & Police Trust | WA | $24,512,561 | $71,902 |
| Transit Employees Health And Welfare | MA | $23,153,683 | $69,639 |
| Electrical Workers Health & Welfare Fund | MN | $22,757,767 | $100,925 |
View the organization record and available filings on ProPublica