Atlantic Pension Services Inc
Compensation Strategies Group, Ltd.
Nicholas Pension Consultants
ERISA Services, Inc.
The Retirement Plan Company (TRPC)/an ABG firm
Creative Pension Consultants, Inc.
Nova 401(k) Associates
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|"Wrap" plans and 5500 forms|
BenefitsLink Message Boards
Mar. 1, 2021
"Suppose an employer has been filing several 5500 forms - one for each plan - Dental, Disability, whatever. Has not been filing for certain plans due to less than 100 participants - say, Vision plan has only 40 participants. Now they institute a "wrap" plan. Are they required to include the Vision participants, or can they still exclude them? Do they have the option to include or not include, and still file multiple 5500 forms, or must it be one form? I'd assume they want to file just one form, and must all sub-plans then be included?"
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