Using Plan Numbers
Carriers may ask for plan numbers in applications or certain other situations. If your plan has filed a Form 5500, you can find your plan number on the Department of Labor website. Go to the DOL EFAST website. Click on Form 5500/5500-SF Search (on left side of page). Search for group by EIN. If the group has filed before you will see previous filings. It will be denoted by plan number (501, 502, etc.)
- To set up a plan number for the first time, follow the registration instructions on the ERISA page.
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