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Qualified Health Plan
Issuer Application Instructions
2020
Extracted subsection:
Appendix B. Plan ID Crosswalk04/2019
Version 1Appendix B. Plan ID Crosswalk
1. Introduction
The Plan ID Crosswalk Template
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What is appendix b plan id?
Appendix B plan id is a unique identifier assigned to retirement plans for reporting and tracking purposes.
Who is required to file appendix b plan id?
Employers or plan administrators responsible for maintaining retirement plans are required to file appendix b plan id.
How to fill out appendix b plan id?
Appendix B plan id can be filled out electronically through the designated reporting system provided by the regulatory authority.
What is the purpose of appendix b plan id?
The purpose of appendix b plan id is to facilitate the monitoring and oversight of retirement plans by regulatory authorities.
What information must be reported on appendix b plan id?
Information such as plan name, employer identification number (EIN), plan type, and plan year must be reported on appendix b plan id.
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