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Welfare Benefit Plan - what to include in the SAR?


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Guest jc1457
Posted

I guess I am confused. I am preparing an SAR for a welfare benefit plan. THe plan has health & dental insurance. Do I need to include specific insurance information on the SAR? By insurance information - I mean does the SAR need to include who the employer has contracts with and how much it paid in premiums?

I am confused because

1. the employer has a master group policy - does this mean the above info is not needed?

2. My software is not including the additional info which makes me think it's not necessary.

Thank you!

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