> ## Documentation Index
> Fetch the complete documentation index at: https://docs.benefitflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# What are the various Form 5500 schedules?

| **Questions**                           | **Form 5500 (Base Filing for Health & Welfare Plans)**                                                          | **Schedule A (For Health & Welfare Plans)**                                                | **Schedule C (For Health & Welfare Plans)**                                                                             |
| :-------------------------------------- | :-------------------------------------------------------------------------------------------------------------- | :----------------------------------------------------------------------------------------- | :---------------------------------------------------------------------------------------------------------------------- |
| Who is required to file?                | Employers with Health & Welfare plans subject to ERISA, typically with 100+ participants or holding plan assets | Health & Welfare plans with insurance contracts                                            | Large Health and Welfare plans (generally 100+ participants) that pay service providers directly from plan assets       |
| What are the key data points collected? | Basic plan information, participant data, financial information                                                 | Insurance contract details, contributions, benefits, commissions, and fees                 | Service provider details, compensation information, terminations, related parties                                       |
| When is the filing due?                 | Generally, the last day of the 7th month after the plan year ends can be extended                               | Same as Form 5500                                                                          | Same as Form 5500                                                                                                       |
| Why does the filing exist?              | To provide compliance information about the plan's financial condition and operations to DOL and IRS            | To provide specific information about insurance contracts within the Health & Welfare plan | To disclose fees, transactions, and relationships with service providers, thereby enhancing transparency and compliance |