5500 E-file: Appendix B - Type of Other Attachments

Attachment Type Code	Form/Schedule	Line Number	Attachment Description
ESignatureAlternative	Form 5500/5500-SF/5500-EZ	Signature and Date	Manually signed Form 5500/5500-SF/5500-EZ under e-signature option for service providers. See “Signature and Date” section of the Form 5500/5500-SF/5500-EZ Instructions for additional information.
AccountantOpinion	Schedule H	Line 3c	IQPA report
	Schedule I	Line 4k	IQPA report
ActiveParticipData	Schedule MB	Line 8b	Active Participant Data
	Schedule SB	Line 26	Active Participant Data
ActrlAssmptnMthds	Schedule MB	Line 6	Actuarial Assumption Methods
	Schedule SB	Line 23	Actuarial Assumption Methods
ActuaryStatement	Schedule MB	Statement by Enrolled Actuary	Actuary has not fully reflected any regulation or ruling. See “Statement by Enrolled Actuary” section of the Form 5500 Schedule MB Instructions for additional information.
	Schedule SB	Statement by Enrolled Actuary	Actuary has not fully reflected any regulation or ruling. See “Statement by Enrolled Actuary” section of the Form 5500 Schedule SB Instructions for additional information.
SchMBActrlCertification	Schedule MB	Line 4a	Actuarial Certification
SchSBAlt17YrFndngAirlines	Schedule SB	Line 27	Alternative 17-Year Funding Schedule for Airlines
SchRAssetLiabTransfer	Schedule R	Line 17	Assets Liability Transfer
SchSBBalSubjectToPBGC	Schedule SB	Line 24	Change in Non-Prescribed Actuarial Assumptions
SchRFundingImprovementPlan	Schedule R	Part V	Funding Improvement Plan
SchMBActrlIllustration	Schedule MB	Line 4a	Illustration Supporting Actuarial Certification of Status
SchSBSubMortalityTable	Schedule SB	Line 23	Information on Use of Substitute Mortality Tables
SchMBJustificationChgActrlAssmptn	Schedule MB	Line 11	Justification for Change in Actuarial Assumptions
SchSBMethodChange	Schedule SB	Line 25	Method Change
SchRMultiplePlansLiab	Schedule R	Line 18	Multiple Plan Liabilities
PlanAtRisk	Schedule SB	Line 4	Plan at Risk
ReasonableCauseLate	Form 5500/ 5500-SF	Administrative Penalties	Reasonable Cause for late filing
ReasonableCauseAO	Form 5500/ 5500-SF	Administrative Penalties	Reasonable Cause for late or missing IQPA Report
SchIWaiverIQPA	Schedule I	Line 4K	2520.104-50 Statement
SchSBAmortzBases	Schedule SB	Line 32	Schedule of Amortization Bases
SchAssetsHeld	Schedule H	Line 4i	Schedule of Assets (Held at End of Year)
SchMBFndgStndAccntBases	Schedule MB	Lines 9c/9h	Schedule of Funding Standard Account Bases
FivePrcntTrans	Schedule H	Line 4j	Schedule of Reportable Transactions
SchRRehabPlan	Schedule R	Part V	Schedule R Rehabilitation Plan
MBSBActuarySignature	Schedule MB	Statement by Enrolled Actuary	Signed Schedule MB. See “Statement by Enrolled Actuary” section of the Form 5500 Schedule MB Instructions for additional information.
	Schedule SB	Statement by Enrolled Actuary	Signed Schedule SB. See “Statement by Enrolled Actuary” section of the Form 5500 Schedule SB Instructions for additional information.
PlanProvisions	Schedule MB	Line 6	Summary of Plan Provisions
	Scheduel SB	Part V	Summary of Plan Provisions
OtherAttachment	Schedule A	Line 6a	Statement of Basis of Premium Rates
	Schedule C	Part III	Termination Information on Accountants and Enrolled Actuaries
	Schedule G	Part I	Overdue Loan Explanation
	Schedule G	Part II	Overdue Loan Explanation
	Schedule H	Line 4a	Delinquent Participant Contributions
	Schedule H	Line 4i	Schedule of Assets (Acquired and Disposed Of Within Year)
	Schedule I	Line 4a	Delinquent Participant Contributions
	Schedule MB	Line 4c	Progress Under Funding Improvement or Rehabilitation Plan
	Schedule MB	Line 6g	Estimated Investment Return on Actuarial Value of Assets
	Schedule MB	Line 6h	Estimated Investment Return on Current Value of Assets
	Schedule MB	Line 9f	Actuarial Prior Year Credit Funding Deficiency
	Schedule R	Line 13d	Collective Bargaining Agreement
	Schedule R	Line 13e	Contribution Rate Information
	Schedule SB	Line E	Information for Each Individual Employer
	Schedule SB	Line 7	Explanation of Discrepancy in Prior Year Funding Standard Carryover Balance or Prefunding Balance
	Schedule SB	Line 8	Late Quarterly Installments
	Schedule SB	Line 9	Explanation of Credit Balance Discrepancy
	Schedule SB	Line 15	Reconciliation of AFTAP Calculation
	Schedule SB	Line 19	Discounted Employer Contributions
	Schedule SB	Line 20c	Liquidity Requirement Certification
	Schedule SB	Line 22	Weighted Average Retirement Age
	Schedule SB	Line 23	Information on Use of Multiple Mortality Tables
	Schedule SB	Line 27	Delayed Funding Rules Relief
	Schedule SB	Line 7	Pre-PPA Funding Rules

 

 

 

E-file/5500_ef_app_b_other_attachments.htm/TY2021

Last Modified: 12/16/2020

Last System Build: 08/30/2022

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