bzorc Posted October 4, 2019 Posted October 4, 2019 I am reviewing a Form 5500 for a Defined Benefit Pension Plan that had a change in actuaries (not the actuarial firm). The actuary was provided notice with the explanation "Reassignment of responsibilities within NAME OF FIRM. Schedule C is required, if I read the instructions correctly. Question is for the EIN on Schedule C, do you put in the Firm EIN or the actuary enrollment number?
Nicola Posted October 13, 2019 Posted October 13, 2019 We've been instructed by the DOL to use the EIN of the firm. www.form5500pros.com
bzorc Posted October 14, 2019 Author Posted October 14, 2019 Thanks, Nicola. I tried putting in the actuary enrollment number, but my software rejected it, and asked for an EIN.
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