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Full Version: How to report Sched A insurance contract coverage if different from plan year
BenefitsLink Message Boards > Employee Benefits in General > Form 5500
marciab
How do you handle Schedule A reporting for insurance contract coverage when you've had multiple insurance contracts within the plan year? The company has had three health insurance contracts within a 12 month period, so they overlapped the plan year on both ends. Do you report only on the contracts that ended or on all contracts that had activity within the plan year? Can you get partial year info from the insurance companies?
b2kates
Schedule A is reported on a contract year. it is to report information that ended within or concurrent with the plan year.
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