Updated September 22, 2026 • Verify current DOL instructions before filing.
What Schedule A is for
Schedule A reports insurance information for certain contracts and arrangements connected with a Form 5500 filing. Whether it is required depends on the plan's funding and the current filing-year instructions.
Preparation checklist
- Identify the insurance carrier and policy or contract information.
- Reconcile premium, commission and fee information to plan records and carrier reports.
- Confirm whether Schedule A is required for the specific contract and filer.
- Keep Schedule A information consistent with the main Form 5500 and related service-provider reporting.
Reference-only page: LawFirmSoftware.com is not currently offering Form 5500 software for sale. This free page remains available as a filing reference. Browse Form 5500 resources.