jala Posted September 23, 2013 Report Share Posted September 23, 2013 My understanding that a severance pay plan that is filed as a welfare plan need only complete Form 5500. Schedule As are not required since there are no insurance providers. Schedule C and Schedule H are also not required. The severance plan assets, in this plan, remain a part of the general assets of the company (no Trust). My question is: Is a Summary Annual Report required to be distributed to employees or would a severance plan be exempt from the SAR? Since there are no Schedule As, Schedule C, Schedule H, the financial information would not flow through to a SAR which would make it appear inaccurate. Thank You Link to comment Share on other sites More sharing options...
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