Mid-Year Change for Collectively-Bargained Plan

[5500Nerd]

For a health and welfare Form 5500, I  have a group that was under a collectively-bargained agreement at the beginning of the year. However by the end of the Plan year, they were not. Is the collectively-bargained box on the 5500 still to be checked?

[5500Nerd]

Hello Everyone, I heard from the Department of Labor: the box for collectively-bargained plan is to be checked. 

 

[Mike Preston]

Thanks for closing the loop.