Schedule A

[commishvp]

Hello,

I am working on a 401(k) plan with approximately 50 accounts which are all individual annuities. Commissions are paid from each account; each person has a separate account number. Do I have to prepare a Schedule A for each person, or can I aggregate the totals on one form and list the account number as various.

Thanks for your help.

[WDIK]

The Schedule A instructions for Line 1(d) offer some clarification (before possibly yanking the rug out from beneath you.)

Line 1(d). If individual policies with the same carrier are grouped as a unit for purposes of this report, and the group does not have one identification number, you may use the contract or identification number of one of the individual contracts provided this number is used consistently to report these contracts as a group and the plan administrator maintains the records necessary to disclose all the individual contract numbers in the group upon request. Use separate Schedules A to report individual contracts that cannot be grouped as a unit.