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Can anyone provide me with a source that contains a good discussion of


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Posted

Can anyone provide me with a source that contains a good discussion of a WRAP plan (ie, a plan designed to allow the filing of a single 5500 for multiple welfare plans)? Does anyone have a sample document? What allows the use of a WRAP plan and filing of a single 5500 for multiple plans (ie, what statute, reg, etc.). Any help would be appreciated. Thanks in advance.

Guest ptpnthr
Posted

Technically, there is no rule that allows you to file a single Form 5500 for multiple plans. Each plan must file its own 5500. What a wrap plan does is wrap several plans into one plan. Because you only have one plan, you only have to file one 5500.

[This message has been edited by ptpnthr (edited 11-18-1999).]

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