Form 5500

Posted by Matthew Garretson and Elizabeth Vish Schad

Question:
As to Form 5500, which boxes do I want to see checked on line 9 or schedule A? Thank you.

-Recent Seminar Attendee

Answer:
Review of these items will allow you to determine if you are dealing with an insured plan which is subject to state defenses. You are looking for the “Insurance” boxes to be checked.