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Form 5500 - Schedule H Indianapolis Indiana: What You Should Know

Form 4562 Annual Return/Report of Employee Benefit Plan Complete all entries in accordance with the instructions to the Form 4562. OMB NO. . 2015. Important Retirement Plan Dates — Ameriprise Financial Group Forms 5500-A and 5500-J Annual Returns and Form 5500-E Annual Report Complete all entries to the maximum extent possible. OMB NO. . 2015. Important Retirement Plan Dates — Aon Hewitt Forms 5500 and 5500-K Annual Returns and Form 5500-O Information Returns Please refer to IRM 20.1.4.2.1 in the IRC Chapter for filing requirements and instructions for Forms 4562/5562 or 5500, respectively Form 5500-K and 5500-O Financial Information Return This Form must be filed by an investment firm for the account and benefit of the participant. If the investment is held outside the plan, see the Form 4562 Form 8300/B. Form 2599 for investment advisory services. The participant must give written notice of the filing to the participant on the Form 4562 or 5562 within 1 year after the plan year. IRM 25.26.2.4.8.3.3.7 (TIES). Schedule H–(Form 5500) Financial Information for Pension Plans and Welfare Benefit Plans Income information must be included. The form must include the following information: Name of participant Name, address and date of birth Pension payment year Gross amount of pension payment received (including amount paid in cash) Gross amount of welfare benefit payments received (i.e., payments received under the Public Assistance Program) Gross amount of non-welfare benefit payments received if there is a pension, plus: Gross amount of welfare benefit payments received if there is a pension, the amount of government payments received under Aid to Families with Dependent Children, and the amount of non-welfare benefits received if there is a pension. The benefit is a combination of both pensions, welfare payments, and government payments. The total amount reported on Schedule H must not exceed 100% of the pension amount. Excess amount that exceeds 100% of the pension amount cannot be used to reduce an overall plan contribution. OMB Manual 2730.6 and IRM Section 12.4.3.

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