pbarrett Posted March 19, 2003 Report Share Posted March 19, 2003 I've been searching thru the messages and it appears to me that Indian Tribes are considered "governmental" for ERISA purposes and therefore no 5500 needs to be done (message of 5/19/00). We have a 401(k) plan that we took over. They have an ERISA doc but the old TPA never filed a 5500 or did a val. They really only tracked the loans. Is this reporting matter (5500) still a "grey" area or has anyone see anything recently that clarifies the reporting requirements? Thanks for any input! Link to comment Share on other sites More sharing options...
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