Bug on my window

I recall that when VSP when they changed their formatting, we talked to them about this. They confirmed informally that they are not experience-rated HOWEVER we did not get anything in writing from them.

Separately I was told to look here, and see that it is moved to 'long-term actions' on the Agenda.

thanks!

Has there been any news about the possibility of new Form 5500s with major updates for the 2019 plan year? Federal Register article

Normally the charge should be 'whatever it costs the plan sponsor' to respond to the request, but no more than $.25 per page. At least, that's my understanding of 29 CFR 2520.104b-30. Cornell Law School 104b-30 Charges for Documents

thank you!

Pammie57 - I agree with Madison. If you can confirm that there is no indirect compensation received by your vendors (which may push the total received for each one over $5,000) then you are not required to file.

Can you check both the 'trust' and 'general assets' boxes on line 9? A Health and Welfare plan with a trust (VEBA) pays for some expenses out of the trust, but pays others out of general company assets. Would you check both? TIA