Guest padmin Posted November 30, 2004 Posted November 30, 2004 We have a potential client that has historically filed one 5500 for their health,dental, life and disability. Do they need to file seperate forms for each of these comeponents?
Alf Posted November 30, 2004 Posted November 30, 2004 Everybody "wraps" each of these components into a single plan and files one 5500, but you have to paper everything that way. For example, the SPDs should not identify each with a separate plan number (501, 502, 503) if they are part of a wrap document and you should have one ERISA plan document, not three.
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now