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AICPA & CIMA Employee Benefit Plans Conference 2021

EBP2115 - Form 990 for Health & Welfare Plans

May 3, 2021 2:45pm ‐ May 3, 2021 3:35pm

Standard: $49.00


The Form 990 was written for not-for-profit entities, which health and welfare plans technically are. Ever wonder how to read or complete a Form 990 for your health and welfare plans/VEBAs? This session will help translate the form into benefit plan terminology to assist auditors and tax preparers in reviewing and completing them.

After this session, participants will:

Learning Objectives:
  • Identify how to complete or review key sections of the Form 991
  • Recognize what information the Form 990 provides that could be relevant to the audit
  • Discover tips and examples to efficiently complete or review Form 991


  • J. Calvin Marks, CPA, Senior Manager, Johnson Lambert LLP
  • Deb Walker, CPA, MBA, National Director, Compensation and Benefits, Cherry Bekaert LLP
Category: Concurrent Session Online

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