Schedule H - Trust Information

[austin3515]

Can someone provide an explanation as to what this is for? I believe it had to do wth a statute of limitations thing. Also, if there is no separate EIN for the trust, can we just use the employer's EIN?

[My 2 cents]

I may be showing my ignorance, but where on the Schedule H (you are talking about Form 5500 Schedule H, aren't you?) does it ask anything about the trust?

The old 5500 Schedule P used to require that information (and it was used for statute of limitations purposes), but that schedule is long gone.

[austin3515]

Line 6a

[pmacduff]

Austin,

FWIW - I was directed during a webcast on 5500 forms to use the ID # that is used on the 1099-R forms.

Since it's optional, most of our plans aren't completing it......

[austin3515]

I assume that would be the sponsor ein even if they are with Great West or John Hancock...

[Peter Gulia]

If one tries to enter more than one name for line 6a, will the computer system accept the entries?

If one tries to enter more than one EIN for line 6b, will the computer system accept the entries?

Is it possible to add a .pdf attachment related to this line 6?

I ask because a filer might choose to list all trusts that the plan uses, doing so to support a later statute of limitations or statute of repose defense.