Health & Welfare Plans Newsletter
BULLETINNovember 17, 2023
Benefits in General
[Official Guidance]
DOL Releases Informational Copies of 2023 Form 5500 Series Annual Return/Report
For Information Purposes Only, Not to be Used for Filing
- Form 5500 Annual Return/Report of Employee Benefit Plan | Instructions
- Form 5500-SF Annual Return/Report of Small Employee Benefit Plan | Instructions
- Form 5500-EZ Annual Return of a One-Participant Retirement Plan or a Foreign Plan | Instructions
- Form 5558 Application for Extension of Time To File Certain Employee Plan Returns
- Schedule A - Insurance Information
- Schedule C - Service Provider Information
- Schedule D - DFE/Participating Plan Information
- Schedule DCG - Individual Plan Information (New)
- Schedule G - Financial Transaction Schedules
- Schedule H - Financial Information
- Schedule I - Financial Information - Small Plan
- Schedule MB - Multiemployer Defined Benefit Plan and Certain Money Purchase Plan Actuarial Information
- Schedule MEP - Multiple-Employer Retirement Plan Information (New)
- Schedule R - Retirement Plan Information
- Schedule SB - Single-Employer Defined Benefit Plan Actuarial Information
Employee Benefits Security Administration [EBSA], U.S. Department of Labor [DOL]
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BenefitsLink ® Health & Welfare Plans Newsletter, ISSN no. 1536-9595.
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