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Posted

I'm reviewing some form 5500's for a case I'm working on and I am very curious to understand where I can find the total amount that the plan paid towards health benefits.

I believe it is on the Insurance Schedule, but I am not sure. Also, what documentation is required to support those calculations?

Thank you so much everyone. Love the forum.

Posted

If it's a self-insured plan funded through a Trust (very rare) the amount should be on

Schedule H.

If it's a fully insured plan or self-insured but paid from General Assets it won't be on the 5500.

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