Alf Posted February 23, 2005 Report Share Posted February 23, 2005 We have several HIPAA and non-HIPAA welfare benefit policies and want to wrap them into one ERISA compliant plan document to satisfy the law and avoid multiple 5500 filings. Do you think that HIPAA is enough reason to maintain two wrap docuents going forward? Also, of course some 5500s "cant be located" (weren't filed) for several of the past years. Assuming that the policies going back several years don't satisfy ERISA, is there any beneift to creating a wrap document now that has a retroactive effective date? Does anyone think that this would give us sufficient basis for filing a single 5500 under DFVC for several of the past years? Link to comment Share on other sites More sharing options...
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