Thank you for sharing!

Your article was successfully shared with the contacts you provided.

As many of you probably know, the Schedule A on the form 5500 provides detailed information on an insurance policy: the carrier, any brokers involved, fees and commissions, premiums, policy features and renewal dates, etc. Most of this information is supposed to be provided by the carrier to the party actually filing the form.

What you might not know is that, at the very bottom of the Schedule A, there’s a little checkbox that asks whether or not the insurance carrier provided all of the information they were supposed to. A box where the filer can say, “It’s not my fault I’m not compliant! The carrier did it!”

Complete your profile to continue reading and get FREE access to BenefitsPRO.com, part of your ALM digital membership.

Your access to unlimited BenefitsPRO.com content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical BenefitsPRO.com information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events.
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join BenefitsPRO.com now!

  • Unlimited access to BenefitsPRO.com - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
  • Exclusive discounts on BenefitsPRO.com and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO
Live Chat

Copyright © 2022 ALM Media Properties, LLC. All Rights Reserved.