Form 5500, Schedule D

[dmb]

Party in Interest question- For audit purposes, would Lincoln Life be considered a party in interest if they are the fund entity sponsor and the fund is called Lincoln Life Balanced fund? (other example – John Hancock entity sponsor and John Hancock Conservative Portfolio). Thanks.

[WDIK]

Please forgive my memory, but I am unable to recall how parties-in-interest relate to the Schedule D.

If you are asking the question with respect to the Schedule H Line 4i attachment, the following link may be of interest.

http://benefitslink.com/boards/index.php?s...opic=25444&st=0