I know this is an old topic, but both Mass Mutual and John Hancock
1) call the investments pooled separaye accounts (PSA's),
2) instruct the preparer list the PSA's individually on the the Schedule D Form 5500
3) but then instruct the preparer to report the investment in mutual funds and their income loss as gain or losses on mutual funds on the Sched H.
This makes no sense to me and not knowing which is correct causes a significant problem for financial statement purposes, because the two types of investments require very different disclosures for financial statement footnote purposes.
Does anyone have better updated information about this situation?
