BeanCounterBlues Posted June 14, 2010 Share Posted June 14, 2010 I am looking for a confirmation of my understanding based on 2009 5500 changes. Have read through the Form 5500 instructions for 2009. Assume plan is unfunded and fully insured, over 100 lives, provides life, AD&D and disability insurance benefits. Appears Form 5500 (SF version not permitted) is required to be filed, w/ Schedule A attached. No IQPA requirement. File Sch C, D and G only if required based on the situation. Pretty much same as before. I just want to make sure I'm not missing something big, as I do very few of these. Appreciate any assistance. Link to comment Share on other sites More sharing options...
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