5500 Schedules for Unfunded/Insured Health Plans

[DTH]

Do you need to file any Form 5500 schedules for a large unfunded welfare plan (e.g., Schedule C or G)?

For a large fully insured (combination of unfunded/insured), Schedule A needs to be filed. Do you need to file any other schedules (e.g., Schedule C, D, or G)? Also, please confirm there is no audit report needed for these plans, but the SAR does need to be provided to covered individuals.

Thanks!

[WDIK]

Pages 12 and 13 of the instructions to Form 5500 provide a nice quick reference chart that indicates which schedules are applicable under various circumstances. Be sure and reference the footnotes that relate to unfunded and fully insured welfare plans.