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Full Version: Welfare Plan 5500 question
BenefitsLink Message Boards > Health & Welfare Plans > Health & Welfare Plans in General
MarZDoates
Employer maintains a self-funded health plan for >100 employees.

The plan is not part of a multi-employer benefit plan that files 5500’s on behalf of all employers.

They use the services of a TPA

There is no trust account for the plan. Benefits are paid entirely from the general assets of employer and stop-loss insurance.

Employees do not make contributions to a trust account. However, employees do pay a monthly "premium" to employer

Question: Is this subject to the Schedule H and audit requirements?
b2kates
no separate trust, plan would not be considered to be funded; therefore no audit.
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