Guest Georgia1 Posted August 31, 2009 Posted August 31, 2009 Are welfare plans subject to the EFAST rules for the 2009 5500 forms?
david rigby Posted August 31, 2009 Posted August 31, 2009 It appears so. http://www.dol.gov/ebsa/regs/fedreg/final/20071116.pdf 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.
Guest Form5500 Posted September 25, 2009 Posted September 25, 2009 Yes. With the exception of a plan covering the sole owner (and his/her spouse) or partners in a partnership (and their spouses) and no employees ("owner only plan"), all plans, including retirement, welfare and 403(b) plans, will need to file their Form 5500s electronically. Owner only plans will file a paper copy of the Form 5500 EZ with the IRS. However, owner only plans which do not hold employer stock may elect to file a Form 5500-SF (Short Form) electronically with the DOL. *Reminder: Welfare plans with less than 100 particioants at the beginning of the plan year, and don't have a VEBA attached, are except from filing the Form 5500.
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