5500-SF Part V, Line 10E Insurance Companies

[Guest toddsander]

Hello,

For 401K plans through an insurance company, what amounts are you reporting here? The commissions paid to the broker? What about any "TPA Basis Point Fees" (that is language used by ING in their Schedule A information).

Thank you.

[Belgarath]

I haven't run into this, but I suspect I'd include anything that was included on the Schedule A.

[Bird]

Yes, I think that is included.

[Guest JHeller]

Would that include commissions paid as well as premiums paid? Not sure if premiums should be lumped in there??