Guest eruiz Posted October 4, 2007 Posted October 4, 2007 if you have multiple lines of coverage with different policy dates how do you know what the plan year is to file the 5500?
J Simmons Posted October 5, 2007 Posted October 5, 2007 Without an ERISA wrap pulling them all into one 'plan', and the only plan documents are the policies themselves, perhaps you should file a Form 5500 for each policy as a separate ERISA plan. John Simmons johnsimmonslaw@gmail.com Note to Readers: For you, I'm a stranger posting on a bulletin board. Posts here should not be given the same weight as personalized advice from a professional who knows or can learn all the facts of your situation.
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