Welfare Plan Form 5500 - Final

[bzorc]

Company, for a Welfare Plan with a PYE of 12-31-2014, filed the 5500 with 2 Schedule A's, with a policy date of 3-1-13 to 2-28-14.

Company merged during 2015, but still must file a (final?) 2015 Form 5500 with Schedule A's for the policy date of 3-1-14 to 2-28-15.

But what about the Schedule A period 3-1-15 to 12-31-15 (all Welfare benefits were terminated 12-31-15, and the Schedule A's have been obtained for this time period)?

Question is can a Final Form 5500 for 2015 be prepared using the 2-28-15 policy date Schedule A's? Or is there another filing in there somewhere??

[Flyboyjohn]

Good example of why to always file welfare 5500s on the contract year basis (unless it's a wrap and has differing underlying contract years).

Since you've been reporting Sch A info for the contract years ending in the calendar year I would file the 2015 5500 as a final and report the Sch A info for both the contract year ended 2/28/15 and the short contract year ended 12/31/15.

[bzorc]

Thanks Flyboy, I hadn't thought of that option!