Is this a Wrap Document?

[Leopurrd]

I have a client in great need of a wrap document. I've received conflicting answers from Corbel in regards to their cafeteria document - one associate said it met the wrap requirements,another did not.

For those who are familiar with the Corbel documents - what is your opinion - do you use the cafeteria document as a wrap document?

Thanks in advance for your replies.

[mbozek]

What benefits are you refering to? A wrap document merely provides the framework to have several separate benefit programs described in one document to meet the requirement for a written plan document as a single plan under ERISA. Need to see what benefits are covered under the corbel document.

[Guest b2kates]

We have always taken the position that a wrap document combines and creates one plan; therefore only one 5500 filiing.