Guest Gopherwhisperer Report post Posted June 18, 2010 Are Health and Welfare Plans required to file IRS Form 5500? What are the parameters that require them to, or not to file? Share this post Link to post Share on other sites
Bill Presson 219 Report post Posted June 18, 2010 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 Share this post Link to post Share on other sites
Guest H. Joseph Report post Posted February 3, 2011 Our interpretation of the requirements are that a 5500 would be required for a funded VEBA with less than 100 participants. Is this correct? Share this post Link to post Share on other sites
vebaguru 4 Report post Posted February 15, 2011 If "funded" implies self-insured, yes. If all of the funding is through insurance contracts then no. Share this post Link to post Share on other sites
