I cannot locate a refernce that discusses the Scheudule C or SSA. Part I and Part III of Schedule A tie to question 25 of the 5500 and this 5500 Questions is not answered for a 403(B) plan. Part II deals with trustees and 403(B) plans are non-trusteed. Thus it seems that the Schedule C is not needed. Is this true? Is there an IRS or DOL reference on this topic?

Alas, it seems that that the SSA would still be required. Does anyone have a reference that states SSA's do not apply to 403(B) plans.

The DOL routinely accepts 5500s for ERISA 403(B) Plans without schedules, and finally, in very early 1998, issued an information letter confirming that only the information specifically required by lines 1-5, 6b and 9 on the 5500 need be included. That, of course, could change, but it appears no schedules are currently needed.