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AN ANALYSIS OF 2007-2009 FILINGS OF FORM M-1, REPORT FOR MULTIPLE EMPLOYER WELFARE ARRANGEMENTS (MESAS) AND CERTAIN ENTITIES CLAIMING EXCEPTION (EYES) August 17, 2012, Michael J. Brien, PhD Deloitte

How to fill out form m-1 report for

How to Fill Out Form M-1 Report:

1. Obtain the Form: The Form M-1 report can be downloaded from the official website of the Department of Labor or requested from the Employee Benefits Security Administration (EBSA) office.
2. Provide General Information: Start by filling out the general information section of the form. This includes the employer's name, address, employer identification number (EIN), plan number, and the date the plan became subject to ERISA requirements.
3. Complete Part I: Part I of the Form M-1 report requires information about the plan sponsor. Provide details such as the sponsor's name, EIN, plan administrator's contact information, and the name and EIN of any third-party service providers.
4. Fill Out Part II: Part II pertains to plan characteristics. You will need to specify the type of plan, describe the services provided, the number of participants, beneficiaries, and account balances. Additionally, if the plan is maintained outside of the United States, you must provide additional details.
5. Answer Part III Questions: Part III consists of a series of questions that require yes or no answers. These questions help to determine if the plan is subject to any reporting exemptions or exceptions.
6. Complete Part IV: Part IV is related to financial statements and schedules. If the plan is required to file annual financial reports (Form 5500 series), you will need to provide information regarding the type of report filed, the date filed, and the beginning and ending dates of the plan year for which the report was filed.
7. Attach Required Documents: Ensure you attach any necessary documents, such as annual reports, audited financial statements, and actuarial statements, depending on the plan's characteristics and reporting requirements.

Who Needs Form M-1 Report:

1. Employee Benefit Plan Administrators: Individuals responsible for overseeing the administration of employee benefit plans need to complete Form M-1 report. This applies to employers offering plans subject to the provisions set forth by the Employee Retirement Income Security Act (ERISA).
2. Employers Subject to ERISA: Employers who sponsor welfare benefit plans, such as health insurance, life insurance, disability benefits, or severance pay arrangements, and meet the criteria outlined by ERISA, are required to file Form M-1 report.
3. Third-Party Service Providers: Third-party service providers who are involved in the administration of ERISA-covered employee benefit plans may also be required to complete Form M-1 report, depending on the services provided.

It is essential to review the specific regulations and requirements of the Department of Labor and the EBSA to determine if filing Form M-1 report is necessary for a particular situation.

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What is form m-1 report for?

Form M-1 report is used to report the financial information for multiple employer welfare arrangements (MEWAs).

Who is required to file form m-1 report for?

Any employer or association that sponsors a MEWA is required to file Form M-1 report.

How to fill out form m-1 report for?

Form M-1 report can be filled out electronically using the Department of Labor's online filing system or by submitting a paper form by mail.

What is the purpose of form m-1 report for?

The purpose of Form M-1 report is to provide transparency and oversight of MEWAs to protect participants and beneficiaries.

What information must be reported on form m-1 report for?

Form M-1 report requires information such as the name of the MEWA, employer identification number, financial statements, service provider information, and details about the benefits provided.