Filing a consolidated Form 5500 for a Welfare Benefit plan with several benefits?

[stephen]

If an employer provides several different benefits, i.e. a self-funded dental benefit, insured group health and disability benefits, can they all be considered one health and welfare benefit plan and a consolidated 5500 filed for the "plan"?

It would be helpful to have resource material cited if possible.

The consolidation issue does not seem to be addressed in the 5500 instructions.

(I posted this in Welfare Benefit Plans and did not get a response so I am trying here.)

[KJohnson]

You really need a wrap document to accomplish this. I would suggest searching the boards with the search: wrap 5500

[WDIK]

(I posted this in Welfare Benefit Plans and did not get a response so I am trying here.)

Actually, the response in the other forum by GBurns was very similar to the response given here by KJohnson.

[KJohnson]

Some of these links might be more helpful:

http://www.seethebenefits.com/CRLframeset8...hemtogether.htm

http://www.grantthornton.com/content/72939...rex=&bhcont=lan

http://www.haynesboone.com/knowledge/knowl...=pubs&pubid=432

[stephen]

Thank You KJohnson-

Those links are helpful!