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Health and Welfare Plans


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Guest Gopherwhisperer

Are Health and Welfare Plans required to file IRS Form 5500? What are the parameters that require them to, or not to file?

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Are Health and Welfare Plans required to file IRS Form 5500? What are the parameters that require them to, or not to file?

If they have more than 100 participants, then generally yes.

You can find specifics here:

http://www.irs.gov/instructions/i5500/ch01.html#d0e345

William C. Presson, ERPA, QPA, QKA
bill.presson@gmail.com
C 205.994.4070
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  • 7 months later...
Guest H. Joseph

Our interpretation of the requirements are that a 5500 would be required for a funded VEBA with less than 100 participants. Is this correct?

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  • 2 weeks later...

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