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Characteristic Codes - Discontinued Benefit


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Posted

My H&W plan terminated their vision benefit during the plan year. On the Form 5500, should I not use code 4E because vision was discontinued or should I still use it for this filing because the vision benefit was offered for part of the plan year? I can't find anything in the instructions that state whether these codes should be used as of the beginning of the plan year or the end of the plan year. Thanks!

Posted

Instructions say "answer all questions with respect to the plan or DFE year", unless otherwise explicitly stated...

I would include the vision benefit code if the benefit was provided at any time during the year.

John Cheek CPA

www.cpaSPAN.com

Posted
Instructions say "answer all questions with respect to the plan or DFE year", unless otherwise explicitly stated...

I would include the vision benefit code if the benefit was provided at any time during the year.

Thank you!

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