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Supplemental group life, ltd and dependent life 5500 question.


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Guest benefitsdude6
Posted

My understanding is that group life, LTD and AD&D should be included on a Form 5500 filing (2003). Does this also apply to supplemental group life, supplemental LTD and dependent life?

Thank you in advance.

Guest F1fan
Posted

Depends on the particular situation. See ERISA regulation 2510.3-1(j) for guidance on certain group-type insurance arrangements that are not considered to be welfare benefit plans, and thus would not require a Form 5500 filing.

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