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Audit Requirements for Welfare Plan


Guest CLRanger

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Guest CLRanger

We have a company with 250 participants who have a partially self-funded Welfare Plan for medical insurance.

What are the audit requirements for this plan? Can anyone point me to documentation?

Thanks for the help!!

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Every welfare benefit plan with more than 100 participants must be audited .... Except the following (that have more than 100 participants) don't have to be audited:

1. Any plan that is fully insured, unfunded .... or a combination of fully insured & unfunded.

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