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Alabama Form 5500 - Schedule H: What You Should Know

SSA (Form 1094-S) Schedule H [Non-Form] Form 5500 — Center for Retirement Research For information about health plan form and filing deadlines, see the 2016 Annual Report to Investors published by your state's Insurance Office. (1) All Schedule H filings are confidential in the eyes of the feds, so it's important the Form 5500 is filed with the plan. There are two forms of Form 5500 required, with Form 15 (the “Finance Schedule”) being a form available to the public. (2) Both the Schedule H and Form 15 are filed with the CCT or PSA, respectively. Form 5500 — Center for Retirement Research [And the IRS does not require the schedule to be attached or filed. A copy of the financial statement should be mailed to the IRS in addition to filing the Form 5500.] Instructions for Form 15 (Form 1120S) [Conform] Instructions for Form 15 (Form 1120S) — The IRS does not require the Schedule to be attached; but, it is a form available to the public. (1) Schedule H is due three weeks prior to the first annual or semi-annual payment due date and is due the same day as the financial statement, Form 1099-R, is issued. Schedule I have a due date from its submission. Form 15 (Form 1120S) is due three weeks prior and has a due date from its filing. (2) Schedule I have a due date from submission and will be paid when received, unless you do not pay it on or before the due date. The due date of the Form 15 (Form 1120S) is three months after the due date for Form 1120. (3) Form 15 (Form 1120S) is due annually and must be filed within 5 months after the due date of Form 1120. What are the requirements for the 2 filing season? [If you've already filed the Schedule H for 2019, you just need to file two Form 5500s at a time.

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