welfare benefit self funded assets of employer

[jeanh]

Have a welfare benefit plan funded from general assets of sponsor over 100 employees

Taking the position no audit required - so as far as I can tell all I file are the 3 pages of the 5500 -

no schedule H or schedule C?

thanks

 

[Luke Bailey]

You should not need an independent audit on those facts. 29 CFR 2520.104-44(c)(2). As for which parts of 5500 to complete, the instructions are pretty clear as I recall, but I would need to go through them.

[jeanh]

as far as I can tell from the instructions with a self funded plan - you are exempt from all the schedules H, and would have nothing to report for Schedule C or G . Just seems like such limited amount of info to file, just worried I am missing something. Have I missed something

[Flyboyjohn]

Don't worry, be happy, it's actually as simple as it sounds, no schedules apply

[jeanh]

thanks