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Cash balance in terminated plan


Guest ndgal

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Guest ndgal
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I have a health and welfare plan that terminated 4/1/00. As of 10/31/00, all liabilities have been paid. As of 12/31/00, a cash balance of ~ $9,000 remains in the trust account due to "adjustments" to claims submitted. Since this cash balance exists, I presume I cannot file a final form 5500 until this money is removed from the trust. True?

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