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TN Form 5500 - Schedule I: What You Should Know

Report below the value of the participant's benefits, other than a contribution on behalf of the participant. Report the value of the participant's interest in an employer-sponsored plan that does not pay by contribution. If the employee benefit plan provides benefits wholly or. in part with contributions by the plan sponsor and the plan, report the value of the contributions paid or to be paid in respect of employees on lines 23-31. Report below the value of the plan benefits received by employees except the value of a contribution on behalf of the employee. Jul 30, 2024 — If the employer provides retirement benefits to all or a substantial class of employees through a collective bargaining agreement and a written agreement is in effect covering all who are non-Union. . Instructions for Form 5500 — Center for Retirement Research by CD Note — Filer must complete this item if plan participants are pension-eligible on the last day of the plan year.

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