TPApril Posted January 17, 2015 Share Posted January 17, 2015 2 members of control group share benefits but have their own Life Insurance benefit plans 1 member is > 100 1 member is < 100 it seems from instructions they would file separate 5500's because of the separate Life Insurance benefits. However, since one member company is < 100 ee's, is it fair to say they do not have to file? Link to comment Share on other sites More sharing options...
Flyboyjohn Posted January 19, 2015 Share Posted January 19, 2015 5500s are filed on the basis of "plans" and not on the basis of employers or related employers. So a single employer could have 2 life insurance "plans" while a controlled group of employers could share a single "plan". Do you have a plan document? Very doubtful. So your group life insurance contracts are probably the de facto substitutes for plan documents. Based on your facts it sounds like you have 2 plans (2 separate group life insurance contracts), only one of which requires a 5500. Link to comment Share on other sites More sharing options...
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