The Microsoft health plan

This week, we're turning our attention to the other side of ERISA: welfare benefits.

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Recently, we took a look at the retirement plans offered by BNY Mellon and Weber-Stephens. This week, we’re turning our attention to the other side of ERISA: welfare benefits.

You can easily identify whether a particular plan belongs on the retirement side (defined benefit, defined contribution, etc.) or the welfare side (health, life, disability, etc.) by the three-digit plan number in Part II Item 1b of the 5500. If that number is below 500, it’s retirement. Above 500, it’s welfare.

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