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Fees paid by insurance carriers to persons other than agents and brokers should be reported in Parts II and III on Schedule A Form 5500 as acquisition costs administrative charges etc. as appropriate. SCHEDULE A Form 5500 Insurance Information OMB No. 1210-0016 Department of the Treasury Internal Revenue Service This schedule is required to be filed under section 104 of the Employee Retirement Income Security Act of 1974. For example if an insura...

How to fill out form 5500 schedule a

How to fill out form 5500 schedule a:

1. Start by entering the name and EIN (Employee Identification Number) of the plan sponsor.
2. Provide the plan's three-digit plan number and the plan year to which the schedule is applicable.
3. Indicate whether this is an initial or amended filing for the schedule.
4. Fill out Part I – Financial Information for the Schedule A. This includes the plan's total assets, contributions, expenses, and revenue for the plan year.
5. In Part II – Funding Information for the Schedule A, provide details regarding the sources of contributions and the funding arrangement for the plan.
6. If applicable, complete Part III – Schedule C Disclosure Information. This section is used to disclose any service providers who received indirect compensation in connection with the plan.
7. Complete Part IV – Signature. Enter the plan sponsor's name, title, and date. The form must be signed and dated by an authorized person.
8. If necessary, include any additional explanations or attachments required to provide further clarification.
9. Make sure to review the completed form for accuracy and completeness before filing it with the appropriate authority.

Who needs form 5500 schedule a:

1. Employers or plan administrators who sponsor defined benefit or defined contribution retirement plans are typically required to file Form 5500 Schedule A.
2. Schedule A is used to report information about the funding and investment assets of the plan, as well as information about service providers and their compensation.
3. This form is typically filed as part of the overall Form 5500 series, which provides important information about the plan's financial activities and ensures compliance with reporting requirements set by the IRS and Department of Labor.

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What is form 5500 schedule a?

Form 5500 Schedule A is a required attachment to the Form 5500 Annual Return/Report of Employee Benefit Plan. It is used to report information about the insurance contracts and policies owned by the plan.

Who is required to file form 5500 schedule a?

Any employee benefit plan that holds one or more insurance contracts or policies must file Form 5500 Schedule A along with the Form 5500 Annual Return/Report.

How to fill out form 5500 schedule a?

To fill out Form 5500 Schedule A, you will need to provide information about the insurance contracts or policies held by the plan, including details such as the name of the insurance company, policy numbers, and the type of coverage provided.

What is the purpose of form 5500 schedule a?

The purpose of Form 5500 Schedule A is to provide the Department of Labor, the Internal Revenue Service, and the Pension Benefit Guaranty Corporation with information about insurance contracts and policies owned by employee benefit plans.

What information must be reported on form 5500 schedule a?

Information that must be reported on Form 5500 Schedule A includes the name of the insurer, the type of coverage provided, the policy numbers, the plan's employer identification number (EIN), and the total amount of premiums paid.