Form 5500

3,277 topics in this forum

1. Schedule A

   By Guest ak, July 7, 2006
   • 3 replies
   • 1.6k views
   • 
   • JanetM
   • July 7, 2006

2. Schedule A

   By pmacduff, July 8, 2009
   • 3 replies
   • 1.3k views
   • 
   • WDIK
   • July 8, 2009

3. Schedule A

   By Alex Daisy, June 11, 2008
   • 6 replies
   • 2.7k views
   • 
   • jpod
   • July 8, 2008

4. Schedule A - "Additional compensation paid"

   By Lori Friedman, August 31, 2005
   • 1 reply
   • 2k views
   • 
   • WDIK
   • August 31, 2005

5. Schedule A - Commissions Paid

   By Guest Alison Williams, January 4, 2003
   • 1 reply
   • 1.9k views
   • 
   • KIP KRAUS
   • January 7, 2003

6. Schedule A - fail to provide any information checkbox

   By TPApril, December 24, 2013
   • 4 replies
   • 974 views
   • 
   • TPApril
   • December 26, 2013

7. Schedule A - How to get a list of NAIC codes?

   By Guest mspencer, June 7, 2000
   • 10 replies
   • 7.7k views
   • 
   • Guest
   • June 28, 2000

8. Schedule A - Line 1(e)

   By Guest dsw713, April 27, 2005
   • 3 replies
   • 4k views
   • 
   • Beemer
   • June 9, 2005

9. Schedule A - Part III

   By TPApril, August 15, 2011
   • 1 reply
   • 1.6k views
   • 
   • Guest
   • October 2, 2011

10. Schedule A - Part III

    By Guest rreisner@mcwane.com, October 1, 2007
    • 1 reply
    • 2.6k views
    • 
    • Guest
    • October 2, 2007

11. Schedule A - Post Merger - Nontransferred Assets

    By JRG, May 25, 2010
    • 1 reply
    • 913 views
    • 
    • rcline46
    • May 25, 2010

12. Schedule A - Redemption Fees

    By Guest ChrisInMD, September 10, 2008
    • 0 replies
    • 1.2k views
    • 
    • Guest
    • September 10, 2008

13. Schedule A - timing question

    By Guest calcu, June 14, 2004
    • 0 replies
    • 897 views
    • 
    • Guest
    • June 14, 2004

14. Schedule A and "back" commissions

    By Sara Hotvedt, June 10, 2021
    • 3 replies
    • 1.7k views
    • 
    • Sara Hotvedt
    • June 11, 2021

15. Schedule A and 5500 SF

    By Dazednconfused, March 3, 2010
    • 3 replies
    • 4.9k views
    • 
    • chc93
    • March 8, 2010

16. Schedule A and commission information

    By Guest jvajj, March 12, 2004
    • 4 replies
    • 2.6k views
    • 
    • Guest
    • August 13, 2008

17. Schedule A and Form 5500-SF or 5500?

    By Pammie57, August 31, 2015
    • 1 reply
    • 1k views
    • 
    • BG5150
    • August 31, 2015

18. Schedule A and Redemption Fees

    By Guest carsonv, April 28, 2006
    • 1 reply
    • 1.4k views
    • 
    • JanetM
    • May 1, 2006

19. Schedule A coverage question

    By Guest ak, December 28, 2006
    • 0 replies
    • 1.5k views
    • 
    • Guest
    • December 28, 2006

20. Schedule A for ASO's not required to file

    By TPApril, April 1, 2014
    • 0 replies
    • 4.7k views
    • 
    • TPApril
    • April 1, 2014

21. Schedule A for CCT

    By Guest nls, August 20, 2003
    • 1 reply
    • 1.7k views
    • 
    • Guest
    • August 22, 2003

22. Schedule A for Health & Welfare Plans

    By Guest EdwardF, August 18, 2000
    • 0 replies
    • 2.1k views
    • 
    • Guest
    • August 18, 2000

23. Schedule A for health plan

    By 22su, October 5, 2011
    • 8 replies
    • 6.4k views
    • 
    • Guest
    • October 12, 2011

24. Schedule A for individual life insurance policies

    By Guest PC, September 13, 2000
    • 1 reply
    • 1.8k views
    • 
    • JohnCheek
    • September 18, 2000

25. Schedule A for Welfare Benefit Plan?

    By Sara Hotvedt, January 25, 2020
    • 3 replies
    • 897 views
    • 
    • MRestum
    • January 28, 2020

26. Schedule A Help!

    By card, July 11, 2002
    • 2 replies
    • 1.4k views
    • 
    • card
    • July 17, 2002

27. schedule A included commissions & premiums for 2 years

    By DMcGovern, July 1, 2022
    • 0 replies
    • 326 views
    • 
    • DMcGovern
    • July 1, 2022

28. Schedule A information deadline?

    By jkharvey, March 30, 2011
    • 1 reply
    • 953 views
    • 
    • GMK
    • March 30, 2011

29. Schedule A Information for 5500-SF Filer

    By 5500sorBust, May 22, 2020
    • 4 replies
    • 1.1k views
    • 
    • Lou S.
    • June 3, 2020

30. Schedule A information. Automatic or on request

    By Guest ak, October 24, 2004
    • 0 replies
    • 1.4k views
    • 
    • Guest
    • October 24, 2004

31. Schedule A Insurance Contract

    By Dazednconfused, April 19, 2012
    • 0 replies
    • 1.1k views
    • 
    • Dazednconfused
    • April 19, 2012

32. Schedule A Insurance in a 401(k) Plan

    By Guest Frank Jackson, July 21, 2000
    • 1 reply
    • 2.2k views
    • 
    • Guest
    • July 28, 2000

33. Schedule A not filed- Info not complete

    By Guest rachd, July 25, 2003
    • 2 replies
    • 986 views
    • 
    • BFree
    • July 28, 2003

34. Schedule A question 11

    By Guest Georgia1, August 18, 2010
    • 0 replies
    • 819 views
    • 
    • Guest
    • August 18, 2010

35. schedule a reporting

    By betheeg, August 24, 2006
    • 0 replies
    • 1.2k views
    • 
    • betheeg
    • August 24, 2006

36. Schedule A required if all assets transferred mid-year?

    By Cathy from Chicago, April 15, 2002
    • 2 replies
    • 1.4k views
    • 
    • Cathy from Chicago
    • April 16, 2002

37. Schedule A Requirements for Insurance Company - Combined Trust

    By Medusa, May 22, 2001
    • 2 replies
    • 2.5k views
    • 
    • Medusa
    • May 23, 2001

38. Schedule A requuired?

    By Craig Schiller, September 3, 2014
    • 0 replies
    • 810 views
    • 
    • Craig Schiller
    • September 3, 2014

39. Schedule A-New Legislation?

    By Guest dsw713, April 14, 2005
    • 4 replies
    • 1.7k views
    • 
    • AmyR
    • May 23, 2005

40. Schedule A, covered family members

    By SG, April 22, 2021
    • 2 replies
    • 453 views
    • 
    • SG
    • April 22, 2021

41. Schedule A's

    By Nora Ramos, September 6, 2018
    • 3 replies
    • 783 views
    • 
    • Peter Gulia
    • September 10, 2018

42. Schedule A's

    By Lori H, May 4, 2007
    • 0 replies
    • 1.3k views
    • 
    • Lori H
    • May 4, 2007

43. Schedule A's and HMOs

    By Guest xgn7t, November 22, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • November 26, 2002

44. Schedule B

    By cdavis25, September 24, 2008
    • 4 replies
    • 1.3k views
    • 
    • cdavis25
    • September 24, 2008

45. Schedule B - Line 25

    By emmetttrudy, May 18, 2009
    • 3 replies
    • 1.2k views
    • 
    • Blinky the 3-eyed Fish
    • May 19, 2009

46. Schedule B - Line 2c - What is Implication if < 70%

    By Guest HarveyC, April 2, 2004
    • 2 replies
    • 1.3k views
    • 
    • Guest
    • April 3, 2004

47. Schedule B - line 6i Estimated investment return

    By Guest joe22, December 18, 2002
    • 1 reply
    • 1.1k views
    • 
    • david rigby
    • December 18, 2002

48. Schedule B and Money Purchase Plans

    By Guest Emiliano, January 17, 2002
    • 1 reply
    • 1.5k views
    • 
    • Guest
    • January 17, 2002

49. schedule b and valuation date

    By abanky, April 13, 2007
    • 2 replies
    • 1.2k views
    • 
    • abanky
    • April 13, 2007

50. Schedule B Mortality Code

    By Guest RichA, September 4, 2002
    • 1 reply
    • 1.1k views
    • 
    • Blinky the 3-eyed Fish
    • September 5, 2002