Self-funded group medical plan

[SLuskin]

Help! I have never done one of these before. I usually just do the Cafeteria Plan and fully insured group medical plans. There were 117 participants at plan year end. First year of self-funding, and also the last - client hated it. Do I need a schedule H or I? Does the return need an audit? How do I find out exactly what questions to answer?? Any help is greatly appreciated.

[Guest Emiliano]

Sometimes the answers to your questions depend on the facts and circumstances of your plan. You should call the DOL Form 5500 Assistance Center at (202) 693-8360.

[SLuskin]

Thank you. I called the DOL and they told me no financial schedules and no audit. So the form was pretty easy to prepare after all.