Which form 5500 schedule must be signed by the plan's actuary?

If the plan is a defined benefit plan, the enrolled actuary must complete and sign the 2022 Schedule SB (Form 5500) and forward it no later than the filing due date to the person responsible for filing Form 5500-EZ.

What is a form 5500 Schedule C?

FORM 5500 SCHEDULE C GENERAL BACKGROUND The Schedule C of Form 5500 disclosure rules provide that each retirement plan required to file a Schedule C of Form 5500, review and potentially report, any direct and indirect compensation received by its service providers in connection with their services to the plan.

What is IRS form 5500 Schedule G?

Schedule G (Form 5500) must be attached to a Form 5500 filed for a large plan, MTIA, 103-12 IE, or GIA to report loans or fixed income obligations in default or determined to be uncollectible as of the end of the plan year, leases in default or classified as uncollectible, and nonexempt transactions.

What is a Form 5500 Schedule C?

FORM 5500 SCHEDULE C GENERAL BACKGROUND The Schedule C of Form 5500 disclosure rules provide that each retirement plan required to file a Schedule C of Form 5500, review and potentially report, any direct and indirect compensation received by its service providers in connection with their services to the plan.

What is 5500 Schedule H?

Schedule H (Form 5500) must be attached to a Form 5500 filed for a pension benefit plan or a welfare benefit plan that covered 100 or more participants as of the beginning of the plan year and a Form 5500 filed for an MTIA, CCT, PSA, 103-12 IE, or GIA.

What are the different types of Form 5500?

There are 3 types of Form 5500: Form 5500-EZ for one-participant plans only; Form 5500-SF for plans with fewer than 100 participants; and Form 5500 for plans with 100 or more participants. Forms 5500 and 5500-SF must be filed electronically using the DOL ERISA Filing Acceptance System (EFAST2)Opens in a new window.

What is Schedule A on Form 5500?

Schedule A includes premium amounts and agent commission details for insured plans and does not apply to self-funded plans such as a Health Care FSA or HRA. Schedule As are typically provided by insurance carriers for insured benefits.

What are the schedule a 5500 filing requirements?

Generally, any business that sponsors a retirement savings plan must file a Form 5500 each year that the plan holds assets. Form 5500 Series reporting may also be required for certain employer-sponsored health and welfare plans, including medical, dental, life insurance and disability benefits.

Get 5500 Schedule A

Fees paid by insurance carriers to persons other than agents and brokers should be reported in Parts II and III on Schedule A Form 5500 as acquisition costs administrative charges etc. as appropriate. SCHEDULE A Form 5500 Insurance Information OMB No. 1210-0016 Department of the Treasury Internal Revenue Service This schedule is required to be filed under section 104 of the Employee Retirement Income Security Act of 1974. For example if an insura.

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