Instructions For Part I And Part Ii Of Form 5500 (Page 2 of 2) in pdf

Instructions For Part I And Part Ii Of Form 5500 Page 2

LIST OF PLAN CHARACTERISTICS CODES FOR LINES 8a AND 8b (Continued)

Plan sponsor(s) is (are) a member(s) of a controlled

Scholarship (funded).

group (Code sections 414(b), (c), or (m)).

Death benefits (include travel accident but not life

insurance).

Plan requiring that all or part of employer contributions

be invested and held, at least for a limited period, in

Taft-Hartley Financial Assistance for Employee Housing

employer securities.

Expenses.

U.S.-based plan that covers residents of Puerto Rico and

Other.

is qualified under both Code section 401 and section

1165 of Puerto Rico Code.

Unfunded, fully insured, or combination unfunded/fully

insured welfare plan that will not file an annual report for

CODE

Welfare Benefit Features

next plan year pursuant to 29 CFR 2520.104-20.

Health (other than vision or dental).

Unfunded, fully insured, or combination unfunded/fully

insured welfare plan that stopped filing annual reports in

Life insurance.

an earlier plan year pursuant to 29 CFR 2520.104-20.

Supplemental unemployment.

10 or more employer plan under Code section

Dental.

419A(f)(6).

Vision.

Collectively-bargained welfare benefit arrangement

under Code section 419A(f)(5).

Temporary disability (accident and sickness).

Prepaid legal.

Long-term disability.

Severance pay.

Apprenticeship and training.

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Instructions for Part I and Part II of Form 5500

Instructions For Part I And Part Ii Of Form 5500 Page 2