Form 5500 for self insured health plan

[Nancy D]

Hi,

I am working on late 5500s for a client ( 100 plus covered) with a self insured health plan and insured LTD plan. My question has to do with what schedules are required for the health plan. We received Schedule A information from the claims Administrator for the Health Plan, but since there is no insurance carrier, I am thinking no Schedule A is necessary. The broker received commissions in excess of $5K do those get reported on Schedule C? In my reading of the instructions many times, it looks as if no schedule H or G is required.

I appreciate any help as I keep rereading the instructions and end up more and more confused....

Thanks,

[Flyboyjohn]

Unless there's a trust (hopefully not) the self-funded health plan has no assets, is being funded from general assets of the employer/plan sponsor and accordingly files only the Form 5500 without any attached schedules.

[Nancy D]

Thank you FlyboyJohn, That is what it looked like to me, but it seemed too easy! Thanks for your help!