BG5150 Posted October 7, 2014 Posted October 7, 2014 I'm filing a 2013 Welfare Benefit plan. Were there any changes for 2013? Someone in my office seems to remember and ASPPA ASAP about it, but I cannot find it. Your thoughts are appreciated. QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
BG5150 Posted October 7, 2014 Author Posted October 7, 2014 never mind. It had something to do with the M-1 filing and it was in the instructions, not an ASAP. Doesn't apply in this case anyway. QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
chuTzPA Posted October 7, 2014 Posted October 7, 2014 It might apply. You still have to check no if it's not a MEWA and submit the attachment.
BG5150 Posted October 8, 2014 Author Posted October 8, 2014 It's certainly not a MEWA. So, you are saying I have to submit an attachment anyway? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
BG5150 Posted October 8, 2014 Author Posted October 8, 2014 As far as I know, my plan is NOT a MEWA, and it seems that it doesn’t have to file an M-1. However, the instructions for the 5500 (p. 18) say to attach a statement of compliance. Item 1: whether or not the plan is subject to an M-1 filing (no?) Item 2: if item 1 was yes… (N/A) Item 3: asks for a confirmation code. If the plan is not subject to M-1, then they want the most recent confirmation code. Is item #3 also contingent on answering #1 “yes”? QKA, QPA, CPC, ERPATwo wrongs don't make a right, but three rights make a left.
chuTzPA Posted October 8, 2014 Posted October 8, 2014 If answer to item 1 is No you can ignore Item 3
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now