DOL Updates Model Summary Annual Report for Welfare Plans

June 11, 2019

On May 30, 2019, the DOL updated the model Summary Annual Report (SAR) for Welfare Plans. The changes were not substantial, but they appear to include updated contact information for the DOL. As a reminder, SARs summarize the annual Form 5500 and are required to be distributed by large insured health plans. Unfunded self-funded plans of any size are exempt from the requirement to distribute SARs.

While the updated version of the SAR doesn’t result in any substantial changes, employers should utilize the new DOL model.

DOL Health Plan Model Notices & Disclosures »