alexa Posted October 9, 2003 Share Posted October 9, 2003 For Form 5500 count for a welfare plan, what is a participant ? Is it someone who is eligibile for plan or who is also actually benefiting? Link to comment Share on other sites More sharing options...
E as in ERISA Posted October 10, 2003 Share Posted October 10, 2003 The definition for welfare plans is different than that for 401(k) plans, etc. I don't have it in front of me -- but I think that the general conclusion is that it only applies to those who have enrolled in benefits. Link to comment Share on other sites More sharing options...
401 Chaos Posted October 12, 2003 Share Posted October 12, 2003 I believe the Form 5500 instructions provide a fairly detailed discussion of the definition as well including reference to the definition provided under DOL Reg. § 2510.3-3(d). Note also that dependents of employees participating in welfare plans are not counted. Link to comment Share on other sites More sharing options...
alexa Posted October 20, 2003 Author Share Posted October 20, 2003 Yes I took a look at this DOl cite. It seems to be saying anyone eligible but unlike 401(k) I thought otherwise, that you would not include anyone who didn't enroll? Link to comment Share on other sites More sharing options...
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