5500 PLESA Code Question

Annual Information Return/Report of Employee Benefit Plan

5500 PLESA Code Question

OMB: 1210-0110

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Form 5500

8a If the plan provides pension benefits, enter the applicable pension feature codes from the List of Plan Characteristics Codes in the instructions:

Form 5500 Instructions

Line 8. Do not leave blank. Enter all applicable pension plan characteristics codes that applied during the reporting year from the List of Plan Characteristics Codes on pages 22 and 23 that best describe the characteristics of the plan.



Form 5500, Schedule DCG

8 Enter the applicable two-character feature codes from the List of Plan Characteristics Codes in the instructions.

Form 5500, Schedule DCG Instructions

Line 8. Do not leave blank. Enter all applicable pension plan characteristics codes that applied during the reporting year from the List of Plan Characteristics Codes on pages 22 and 23 that best describe the characteristics of the plan.



Form 5500-SF

9a If the plan provides pension benefits, enter the applicable pension feature codes from the List of Plan Characteristic Codes in the instructions:

Line 9 - Benefits Provided Under the Plan. Do not leave blank. In the boxes for line 9a and 9b, as appropriate, enter all applicable two-character plan characteristics codes from the List of Plan Characteristics Codes on pages 22 and 23 that describe the characteristics of the plan being reported.

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