BenefitsLink Message Boards > Plan written in U.S. for employees in Norway and ERISA plan?

Full Version: Plan written in U.S. for employees in Norway and ERISA plan?

BenefitsLink Message Boards > Employee Benefits in General > Global Benefits

akwallace

Aug 26 2002, 10:01 AM

A life/disability plan written out of the U.S. to specifically cover local nationals in Norway.

Is this plan governed by ERISA if it does not cover U.S. citizens? We are not sure whether an SPD needs to be written, distributed, and a 5500 filed.

mbozek

Aug 26 2002, 12:19 PM

Section 4(B) of ERISA excludes plans established only for non resident aliens with no US source income. See the instructions to the 5500 form.

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