Screen R - Distributions, Funding, Amendments, Coverage (5500)

Distributions

EIN of payor who paid benefits on behalf of the plan to participants / If more than two payors, enter the EINs of only two in terms of most benefits paid
Enter the EINs of payors who paid benefits on behalf of the plan to participants or beneficiaries during the year. If there are more than two payors, enter the EINs of those who paid the greatest dollar amount of benefits.

Part II Funding Information and Part III Amendments

Administrator is making an election under IRC 412(d)(2) or ERISA 302(d)(2)
Selecting 1 updates an
Elections: Number
field with
1
on Screen Letter and prints the Statement of Election.
Minimum funding amount will be met by the funding deadline
Enter
X
if there is a remaining funding deficiency on Schedule R, but this deficiency will be made up no later than 8½ months after the end of the plan year. If you enter
X
in this field, the plan is not required to file Form 5330, Return of Excise Taxes Related to Employee Benefit Plans.

ESOPs

Information for Multiemployer Defined Benefit Plans

Employer contributing more than 5% of total contributions
For all employers whose contributions to the plan exceed five percent of the total contributions by all employers, enter the name and EIN of the employer, the date the collective bargaining agreement expires, the amount contributed, the contribution rate, and the base unit measure.
Ratio of current year participants with no employer obligation (Force): Prior Plan Year
Enter an amount in this field to override the calculated current plan year ratio for Schedule R, Page 3, line 15a.

Information for Single and Multiemployer Plans

Percentage of assets held
The sum of these entries should equal 100 percent.

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