EBP2115. Form 990 for Health & Welfare Plans

The Form 990 was written for not-for-profit entities, which health and welfare plans technically are. Ever wonder how to read or complete a Form 990 for your health and welfare plans/VEBAs? This session will help translate the form into benefit plan terminology to assist auditors and tax preparers in reviewing and completing them.

After this session, participants will:

Learning Objectives:

• Identify how to complete or review key sections of the Form 991
• Recognize what information the Form 990 provides that could be relevant to the audit
• Discover tips and examples to efficiently complete or review Form 991