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NOTICE: Summary Annual Report for the ALPA Pilot Welfare Benefit Plan Attached is a copy of the Summary Annual Report for the ALPA Pilot Welfare Benefit Plan. This report, required by the Employee.

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Related content

Plan Information | U.S. Department of Labor
These reports are filed on government forms called the Form 5500. The summary annual...
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29 CFR § 2520.104b-10 - Summary Annual Report. |...
Except as otherwise provided in this paragraph (d), the summary annual report furnished to...
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Summary Annual Report (SAR) Narrative summary of the Form 5500. See 29 CFR §...
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The summary annual report you receive free of charge each year from your 401(k) plan contains basic data on your plan and its finances. If you would like more detailed information, your employer or plan administrator should supply it on request, sometimes for a nominal fee.

The Employee Retirement Income Security Act (ERISA) requires plan administrators to give to participants and beneficiaries a Summary Plan Description (SPD) describing their rights, benefits, and responsibilities under the plan in understandable language. The SPD includes such information as: Name and type of plan.

The Summary Annual Report (SAR) is a summary of the IRS Form 5500 that must be distributed to all plan participants. You'll typically receive a copy of the SAR with your plan Participant Statements.

Basic Financial Information Value of plan assets at beginning and year-end. Increase/decrease in plan assets over the year. Total income, including employer and employee contributions, realized gains/losses, and earning from investments. Total expenses including benefits paid, administrative expenses and other expenses.

Your 401(k) plan's SAR must be provided to each participant covered by the plan and each beneficiary receiving benefits under the plan—these are the same individuals who must receive an automatic summary plan description (SPD) (see our Checkpoint Question of the Week).

The SAR summarizes a plan's Form 5500 annual report, providing a basic financial statement regarding the plan and informing participants of their rights to be provided additional plan information. This Standard Document has integrated notes with important explanations and drafting tips.

Employers must distribute the SAR to each plan participant covered under the plan during the applicable plan year, including COBRA participants and terminated employees who were covered under the plan.

The purpose of the form is to provide the IRS and DOL with information about the plan's operation and compliance with government regulations. In general, all employers who adopt and sponsor a retirement plan governed by ERISA such as profit-sharing and 401(k) plans, must file a Form 5500 annually with the DOL.

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© Copyright 1997-2025
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Form Packages
Adoption
Bankruptcy
Contractors
Divorce
Home Sales
Employment
Identity Theft
Incorporation
Landlord Tenant
Living Trust
Name Change
Personal Planning
Small Business
Wills & Estates
Packages A-Z
Form Categories
Affidavits
Bankruptcy
Bill of Sale
Corporate - LLC
Divorce
Employment
Identity Theft
Internet Technology
Landlord Tenant
Living Wills
Name Change
Power of Attorney
Real Estate
Small Estates
Wills
All Forms
Forms A-Z
Form Library
Customer Service
Terms of Service
DMCA Policy
About Us
Blog
Affiliates
Contact Us
Privacy Notice
Delete My Account
Site Map
All Forms
Search all Forms
Industries
Forms in Spanish
Localized Forms
Legal Guides
Real Estate Handbook
All Guides
Prepared for You
Notarize
Incorporation services
Our Customers
For Consumers
For Small Business
For Attorneys
Our Sites
US Legal Forms
USLegal
FormsPass
pdfFiller
signNow
airSlate workflows
DocHub
Instapage
Social Media
Call us now toll free:
1-877-389-0141
As seen in:
  • USA Today logo picture
  • CBC News logo picture
  • LA Times logo picture
  • The Washington Post logo picture
  • AP logo picture
  • Forbes logo picture
© Copyright 1997-2025
airSlate Legal Forms, Inc.
3720 Flowood Dr, Flowood, Mississippi 39232