Experience & Non-Experience on one Schedule A

[TPApril]

Ever seen both items 9 and 10 filled out on the same 5500 and if so, any guidance on being allowed to do that? I know there is next to no guidance in the formal instructions.

Apparently insurer uses one methodology on Health and Dental and the other on Vision, and thereby has no separate records of claims paid on Vision.

[TPApril]

If someone might refer me to someone who might be able to assist me with this question, I would greatly appreciate it.

[Belgarath]

I don't know the answer, but just tossing out a thought - don't know if a valid approach or not. what about just doing two schedule A's instead of trying to put it on one?

[TPApril]

That is my working best solution, and was hoping someone else might think so.