Form 5500

3,272 topics in this forum

1. Schedule A - "Additional compensation paid"

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

2. Schedule A - Commissions Paid

   By Guest Alison Williams, January 4, 2003
   • 1 reply
   • 1.8k views
   • 
   • KIP KRAUS
   • January 7, 2003

3. Schedule A - fail to provide any information checkbox

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

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

   By Guest mspencer, June 7, 2000
   • 10 replies
   • 7.5k views
   • 
   • Guest
   • June 28, 2000

5. Schedule A - Line 1(e)

   By Guest dsw713, April 27, 2005
   • 3 replies
   • 3.9k views
   • 
   • Beemer
   • June 9, 2005

6. Schedule A - Part III

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

7. Schedule A - Part III

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

8. Schedule A - Post Merger - Nontransferred Assets

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

9. Schedule A - Redemption Fees

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

10. Schedule A - timing question

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

11. Schedule A and "back" commissions

    By Sara Hotvedt, June 10, 2021
    • 3 replies
    • 1.6k views
    • 
    • Sara Hotvedt
    • June 11, 2021

12. Schedule A and 5500 SF

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

13. Schedule A and commission information

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

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

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

15. Schedule A and Redemption Fees

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

16. Schedule A coverage question

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

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

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

18. Schedule A for CCT

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

19. Schedule A for Health & Welfare Plans

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

20. Schedule A for health plan

    By 22su, October 5, 2011
    • 8 replies
    • 6.2k views
    • 
    • Guest
    • October 12, 2011

21. Schedule A for individual life insurance policies

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

22. Schedule A for Welfare Benefit Plan?

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

23. Schedule A Help!

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

24. schedule A included commissions & premiums for 2 years

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

25. Schedule A information deadline?

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

26. Schedule A Information for 5500-SF Filer

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

27. Schedule A information. Automatic or on request

    By Guest ak, October 24, 2004
    • 0 replies
    • 1.3k views
    • 
    • Guest
    • October 24, 2004

28. Schedule A Insurance Contract

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

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

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

30. Schedule A not filed- Info not complete

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

31. Schedule A question 11

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

32. schedule a reporting

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

33. 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

34. Schedule A Requirements for Insurance Company - Combined Trust

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

35. Schedule A requuired?

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

36. Schedule A-New Legislation?

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

37. Schedule A, covered family members

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

38. Schedule A's

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

39. Schedule A's

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

40. Schedule A's and HMOs

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

41. Schedule B

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

42. Schedule B - Line 25

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

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

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

44. Schedule B - line 6i Estimated investment return

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

45. Schedule B and Money Purchase Plans

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

46. schedule b and valuation date

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

47. Schedule B Mortality Code

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

48. Schedule B of Form 5500

    By Guest meggie, May 8, 2002
    • 6 replies
    • 2.1k views
    • 
    • Blinky the 3-eyed Fish
    • May 8, 2002

49. Schedule C

    By Guest Tad77, September 14, 2006
    • 1 reply
    • 1.6k views
    • 
    • Archimage
    • September 14, 2006

50. Schedule C

    By DPL, March 15, 2012
    • 3 replies
    • 1.2k views
    • 
    • Guest
    • March 15, 2012