TPABob Posted July 19, 2022 Posted July 19, 2022 Curious to know what others are doing. In Part I, item 2, field b of the Form 5500 Schedule C, do you use service code 10 for non-3(16) third party administrators handling such things as preparation of 5500, 1099R, 8955-SSA and other governmental forms; compliance testing; providing annual participant notices; etc.? If not, what code do you use?
ERISAGal Posted July 20, 2022 Posted July 20, 2022 It's been awhile since I was on the TPA side, but we used to use the code for Contract Administrator. This may have changed though... TPABob 1
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