Final H&W 5500 details

[TPApril]

Plan is wrapping all benefits into one new wrap plan 5500.

So closing out the prior plan filings - it is unclear to me - since they no longer have benefits at eoy, I'm thinking we uncheck Insurance under  Plan Funding/Benefit arrangements and just have General assets of the sponsor checked?

[Brian Gilmore]

Assuming they had insured benefits during the plan year, I'd leave that "Insurance" box checked:

https://www.dol.gov/sites/dolgov/files/ebsa/employers-and-advisers/plan-administration-and-compliance/reporting-and-filing/form-5500/2024-instructions.pdf

[TPApril]

Brian - thanks!

Revisiting this, since the wrap plan effective date is 1/1, we are treating opening counts for these prior individual filings as a 0 and no benefit arrangements.