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LHannah

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  1. We will be filing a 5500 for a Welfare benefit plan with plan year of 4/1/22 – 3/31/23. The plan has more than 100 participants at the beginning of the plan year. The plan year is changing to 6/1/23 – 7/31/24 so a 5500 will need to be filed for the short plan year 4/1/23 – 5/31/23 We currently report 2 Schedule As. One is for the plan year and one is for the policy year 1/1/XX – 12/31/XX. We will request a Schedule A from the insurance provider that uses the plan year. How do we phrase a request for Schedule A information from the insurance provider that uses a policy year of 1/1 – 12/31 since the short plan year is in the middle of the policy year? Or do we just use the same Schedule A that was reported on the 4/1/22 – 5/31/23 5500? Thanks
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