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Schedule H Needed?


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Guest akwallace
Posted

Our large group welfare plan (fully insured and self-insured contracts) had a VEBA in past years, and thefore an audit, financial statements, and a Schedule H.

As of last year, we made a decision to no longer have a VEBA or any kind of trust, and did not have an audit done.

Does this new status exempt us from filing a Schedule H?

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