Other Kinds of Welfare Benefit Plans

1,043 topics in this forum

1. Adoption Assistance Plan

   By Guest TuckerB, August 10, 2009
   • 2 replies
   • 1.4k views
   • 
   • Guest
   • August 10, 2009

2. Welfare Benefit Funds

   By Guest Ira Hayes, December 6, 2007
   • 2 replies
   • 1.6k views
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   • Ron Snyder
   • December 8, 2007

3. Wrap Plan help

   By waid10, June 21, 2004
   • 2 replies
   • 1.6k views
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   • Kirk Maldonado
   • June 22, 2004

4. Healthcare Reform: retiree medical plans

   By Guest BL333, June 16, 2010
   • 2 replies
   • 2.6k views
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   • KimberlyC
   • August 16, 2010

5. When is an employee considered "inactive"?

   By Guest LLandau, February 19, 2002
   • 2 replies
   • 7.2k views
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   • GBurns
   • February 20, 2002

6. Voluntary Benefit Plan Safe Harbor

   By Chaz, September 30, 2009
   • 2 replies
   • 4.8k views
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   • JCJD
   • October 8, 2009

7. Retired executive reimbursement plan

   By Guest kalifornia22, August 23, 2012
   • 2 replies
   • 1.1k views
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   • Guest
   • September 4, 2012

8. HRA Plan Termination - What happens to $ still in account

   By Guest rulesrulesrules, October 9, 2007
   • 1 reply
   • 2.7k views
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   • leevena
   • October 9, 2007

9. No 5500 filed for medical/dental plan; what to do?

   By Guest Shanka, December 27, 2001
   • 1 reply
   • 2k views
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   • BeckyMiller
   • January 7, 2002

10. Audit Requirements for Welfare Plan

    By Guest CLRanger, August 1, 2001
    • 1 reply
    • 2k views
    • 
    • Moe Howard
    • August 1, 2001

11. Disability: Switch in life insurance carriers

    By Felicia, December 8, 2000
    • 1 reply
    • 1.8k views
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    • KIP KRAUS
    • December 8, 2000

12. Record Retention

    By oriecat, January 28, 2010
    • 1 reply
    • 1.4k views
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    • Everett Moreland
    • January 28, 2010

13. Use of excess plan assets in funded welfare plan

    By Guest newtobenefits, February 9, 2009
    • 1 reply
    • 1.1k views
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    • Ron Snyder
    • February 9, 2009

14. Education Savings Accounts

    By Felicia, September 14, 2006
    • 1 reply
    • 5.7k views
    • 
    • Felicia
    • January 5, 2011

15. SUB Plan Document

    By Jennifer D., November 15, 2022
    • 1 reply
    • 900 views
    • 
    • Bob the Swimmer
    • November 16, 2022

16. Tuition Reimbursement Plan

    By Chaz, October 8, 2012
    • 1 reply
    • 10.7k views
    • 
    • CL-ERISA Explains It All
    • April 5, 2019

17. Nondiscrimination Requirement for Self-Insured Plans

    By Guest BMJG, October 12, 2010
    • 1 reply
    • 1.1k views
    • 
    • Chaz
    • October 12, 2010

18. Now what? - SPD not provided upon request

    By Guest T Seefeldt, August 11, 2010
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • August 16, 2010

19. HELP - Looking for Benefit Enrollment/Administration Software

    By Guest BenMgr, October 7, 2011
    • 1 reply
    • 1.1k views
    • 
    • Guest
    • April 4, 2013

20. Termed Employee

    By Guest Jspitler, April 2, 2003
    • 1 reply
    • 3.1k views
    • 
    • chris
    • April 3, 2003

21. FSA Start Date

    By MD-Benefits Guy, October 7, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • November 29, 2011

22. Summary Annual Report and SPD

    By Guest BenAustin, February 10, 2009
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 16, 2009

23. Healthcare Flexible Spending Accounts (FSA)

    By Guest benefitsanalyst, October 10, 2012
    • 1 reply
    • 938 views
    • 
    • Guest
    • November 16, 2012

24. Open enrollment mid-year, FSA & HSA question

    By Guest dealmastermike, October 10, 2011
    • 1 reply
    • 2.7k views
    • 
    • Guest
    • October 25, 2011

25. When reporting total employees, total participants eligible and total

    By MBCarey, January 30, 2003
    • 1 reply
    • 1.2k views
    • 
    • Mike Preston
    • January 31, 2003

26. Taxation of financial gain from FSA?

    By Benefits 101, February 8, 2013
    • 1 reply
    • 899 views
    • 
    • Chaz
    • February 8, 2013

27. Fidelity Bonds

    By Guest deacon, February 5, 2002
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • February 19, 2002

28. Essential Benefits PPACA - Limit on Specialty Drugs

    By Guest in-house benefits, November 5, 2010
    • 1 reply
    • 1.6k views
    • 
    • Guest
    • November 8, 2010

29. Medi Care

    By Guest LVFORME2B, September 13, 2001
    • 1 reply
    • 1.3k views
    • 
    • KIP KRAUS
    • September 26, 2001

30. Welfare Plan - items to include in the SAR?

    By Guest jc1457, August 15, 2007
    • 1 reply
    • 1.5k views
    • 
    • Jacmo
    • August 16, 2007

31. Should Form 5500 be filed

    By jala, August 8, 2011
    • 1 reply
    • 1.2k views
    • 
    • Guest
    • September 14, 2011

32. "Non Group" term Insurance

    By Guest jigpsu100, June 22, 2005
    • 1 reply
    • 1.7k views
    • 
    • oriecat
    • June 22, 2005

33. LTc subject to 5500 filing

    By Guest cstubbers, July 20, 2005
    • 1 reply
    • 6.5k views
    • 
    • Guest
    • July 20, 2005

34. FSA admin error needing to refund from prior year

    By pattyp, March 28, 2017   

    • fsa
    • 1 reply
    • 1.2k views
    • 
    • Chaz
    • March 31, 2017

35. Dependent Care Reimbursement

    By Guest zernik, December 4, 2002
    • 1 reply
    • 1.3k views
    • 
    • Mary C
    • December 5, 2002

36. Amending Plan to Eliminate Annual Open Enrollment Period

    By Guest laretta, March 20, 2008
    • 1 reply
    • 1.4k views
    • 
    • J Simmons
    • March 21, 2008

37. Mail Order Pharmacies

    By Guest dsw713, August 13, 2009
    • 1 reply
    • 1.3k views
    • 
    • J Simmons
    • August 16, 2009

38. Federal Poverty Line Safe Harbor

    By Guest velazro1, March 28, 2014
    • 1 reply
    • 1.4k views
    • 
    • Flyboyjohn
    • April 3, 2014

39. MERP versus HRA

    By Guest PBJ, November 8, 2007
    • 1 reply
    • 4.6k views
    • 
    • leevena
    • November 8, 2007

40. Self-funded plan - administration fees

    By Guest kmbing, March 26, 2009
    • 1 reply
    • 1.1k views
    • 
    • GBurns
    • March 26, 2009

41. Need for a Trust

    By Guest Donaldson, May 14, 2003
    • 1 reply
    • 1.3k views
    • 
    • mbozek
    • May 14, 2003

42. PurchasingPower.com

    By Guest dsw713, September 10, 2009
    • 1 reply
    • 2.4k views
    • 
    • Guest
    • September 10, 2009

43. Fiduciary Status of Claims Reviewer

    By ERISA-Bubs, March 19, 2012
    • 1 reply
    • 1.1k views
    • 
    • Chaz
    • March 19, 2012

44. USERRA and welfare benefits

    By Guest RWC, October 8, 2001
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • October 9, 2001

45. Will this health benefits plan work four our family business?

    By Guest danmar, January 4, 2001
    • 1 reply
    • 1.3k views
    • 
    • Larry M
    • January 5, 2001

46. Welfare Benefit Plan Filing

    By jala, September 14, 2007
    • 1 reply
    • 1.4k views
    • 
    • Jacmo
    • September 28, 2007

47. Severance plans and H&W wrap plan documents

    By alexa, July 18, 2020
    • 1 reply
    • 2.1k views
    • 
    • Luke Bailey
    • July 20, 2020

48. Form 5500 Schedule A Override Commissions

    By Guest dsw713, February 2, 2010
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • February 15, 2010

49. Mandatory Secondary Reporting in HRA plan

    By Guest bernie lomax, August 16, 2010
    • 1 reply
    • 1.1k views
    • 
    • SLuskin
    • September 24, 2010

50. Life Insurance Policy

    By Guest charlesperry, April 23, 2012
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • May 2, 2012