waid10 Posted September 20, 2005 Posted September 20, 2005 Hi. We wrapped our welfare benefit programs into one plan mid year. Does anyone know the proper way to file 5500(s) for this year. Do we need to file separate final 5500s for all of the individual programs, or can we file one 5500 for the wrap plan? I don't know which is the proper way since we wrapped our programs into one plan in the middle of the year. Thanks.
Guest b2kates Posted September 21, 2005 Posted September 21, 2005 Classically, we have filed final returns on all the other plans and noted a merger for the wrap "master" plans.
waid10 Posted September 21, 2005 Author Posted September 21, 2005 noted a merger for the wrap "master" plans. What do you mean you "noted a merger"? Did you file a 5500 for the wrap plan and somehow indicate it is a merger of the individual plans?
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