A Form 5500 Schedule A must be filed by a 401(k) plan if the plan includes any insurance contracts, such as group life insurance, disability insurance, or annuity contracts, detailing premiums paid and other related financial information.
How To Get the Schedule A Information for Form 5500
As the TPA, Plan Sponsor, or, Advisor for an unbundled Simply Retirement plan, you can request the Schedule A by emailing tpasupport@myubiquity.com. Please include the following information in your request:
- Plan Name
- Plan Year
Timing to Receive the Schedule A
Typically, requests for a Schedule A are processed within 3-5 business days, but the turnaround time may be longer as the Form 5500 filing deadline approaches.