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This document contains both information and form fields. To read information, use the Down Arrow from a form field. Application for membership in a group registered pension plan Return to Archdiocese
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Form 5500 is a report that certain employee benefit plans must file to provide the federal government with information about the plan's financial condition, investments, and operations.
Generally, administrators of employee benefit plans such as pension plans, health plans, and other welfare benefit plans with 100 or more participants are required to file Form 5500 annually.
To fill out Form 5500, gather necessary information such as plan details, financial statements, and participant data. The form can be completed using the online filing system provided by the Department of Labor.
The purpose of Form 5500 is to collect information about employee benefit plans to ensure they are operated and funded in accordance with federal regulations.
Form 5500 requires information about the plan's participants, financial status, assets, liabilities, and any changes in plan operations or funding.
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