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Welfare Plan 5500 question


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Employer maintains a self-funded health plan for >100 employees.

The plan is not part of a multi-employer benefit plan that files 5500’s on behalf of all employers.

They use the services of a TPA

There is no trust account for the plan. Benefits are paid entirely from the general assets of employer and stop-loss insurance.

Employees do not make contributions to a trust account. However, employees do pay a monthly "premium" to employer

Question: Is this subject to the Schedule H and audit requirements?

QPA, QKA

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