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Large Welfare Plans That Use a Trust Have a Financial Statement Audit Requirement
Belfint Lyons Shuman 
[Guidance Overview] Mar. 30, 2025 "Which large welfare plans need to hire a CPA auditor? ... Funded welfare plans: defined ... Unfunded and/or fully insured plans: defined ... What makes a health and welfare plan a large plan? ... How many forms 5500 are due when there are multiple policies? ... Which welfare plans file what? ... Avoiding the audit through an unfunded plan." MORE >> |
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