Guest SuzieQNEC Posted June 10, 2009 Posted June 10, 2009 I do not normally work on form 5500 for welfare plans. one plan I am looking at has a participant count on the form 5500 page of 1000 as taken from the info by the provider. The other Sched A info given us by the provider says: Approximate number of persons covered at end of policy or contract year and lists 1800. I assume the difference is that family members are included. I was thinking to use that number on the Sched A but when I looked at prior yrs forms done by another consultant, I note that he used the same number from the first form, 1000. I'm not sure which is correct then for Sched A.
david rigby Posted June 10, 2009 Posted June 10, 2009 Not sure if anyone on this Board can provide any additional (useful) information. Clarify with the provider(s)? I'm a retirement actuary. Nothing about my comments is intended or should be construed as investment, tax, legal or accounting advice. Occasionally, but not all the time, it might be reasonable to interpret my comments as actuarial or consulting advice.
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