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ERISA Plan Number


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Guest akwallace
Posted

Our ERISA plan numbers for our health and welfare plans have always been 601, 602, etc.

I have been told by a consultant that the Plan numbers must begin with a 5 for health and welfare plans.

Is this the case? We have never had any problems with the plan numbers being as they are for years.

Thanks.

Posted

Page 15 of the 2003 instructions for Form 5500 address assigning a plan number, specificially item 1b.

...but then again, What Do I Know?

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