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Form 5500 Schedule C


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Guest TSBrunson
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I am having some difficulty completing a Schedule C for a large filer Cafe Plan (my 1st one). The information I rec'd from the client's insurance carrier is confusing. It's Connecticut General Life Insurance Co. for Great-West Life & Annuity Insurance Co. and First Great-West Life Annuity Insurance Co.

The 1st page has the Service Provider Info and Admin fees paid to provider. I am not sure where I am reporting that. It doesn't appear it should be reported in Part 1, 1 Information on Persons Receiving Only Eligible Indirect Compensation since there is nowhere to actually enter the admin fees paid.

In Part 1, 2. Information on Other Service Providers Receiving Direct or Indirect Compensation is requesting Service Codes (which I could enter the Contract Administrator code) I am not sure what to enter in the other elements since none of the information being requested is on the form I rec'd.

Can anyone point me in the right direction? Thank you very much.

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