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Agencies Publish Proposed Revisions to Form 5500 and Schedules (PDF)
United Actuarial Services, Inc. 
[Guidance Overview] Aug. 1, 2016 "The proposed Form and Schedules have been annotated by the Agencies to note 'New' line items. A rough count of 'New' lines ... [1] Form 5500: 30 line items; [2] Schedule A: 6 line items; [3] Schedule C: 12 line items; [4] Schedule H: Well over 150 lines and sublines -- detailed breakouts of assets and investments; [5] Schedule MB: 11 line items; [6] Schedule R: 25 lines or sub lines; [7] Schedule J: all new -- over 100 line and sublines." MORE >> |
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