Easy Grid for H&W 5500 Reporting Requirements

[Guest kingschamber]

Can someone steer me toward an easy grid of what H&W plans need to report on 5500 and associated forms. In english, e.g.,:

Medical

Dental

Rx

Vision

etc.

<100 if Insured, 5500 and Schedule A

<100 and completely self-funded, using gen assests, no ee contribs, no reporting

>100 all plans

Thanks. /Chase

[R. Butler]

The 5500 instructions do fairly good job. As far as the Schedules go there is actually a quick reference chart in the instructions.

[Lori Foresz]

Hi,

I thought that you don't have to H&W plans with < 100 participants if they are either fully insured, self-funded, or a combination. Over 100- all must file.

I think your first sentence

<100 Insured, 5500 Schedule A

might be incorrect.