erisa15
May 6 2003, 11:25 AM
We have a self funded medical and dental plan and need to know if we have to provide participants with a Summary Annual Report. We are required to file form 5500. Any input is appreciated.
F1fan
May 6 2003, 01:34 PM
See DOL regulation 2520.104b-10(g) for exemptions from need to provide Summary Annual Report. If by “self funded” you mean that the benefits are paid exclusively from the general assets of the employer, you may be exempt.