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Posted

Like to say I am new to filing Form 5500's please bare with me as you may see a lot of questions come through from me. 

I have a client who has a WRAP document in place and they have a carrier that has provided me with 9 different Schedule A's due to different policy numbers.  Am I able to combine any of the Schedule A's or do they have to be inputted separately?

I look forward to everyone's response.

Posted

One also might look at insurance contract or policy identifying numbers and what benefit a contract insures.

For example, one might not combine an amount regarding a life insurance contract with an amount regarding a disability insurance contract.

Peter Gulia PC

Fiduciary Guidance Counsel

Philadelphia, Pennsylvania

215-732-1552

Peter@FiduciaryGuidanceCounsel.com

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