Plan - Name/Address Tab
The Name/Address tab holds the indicative information of the Plan Administrator and the Fiduciary Sponsor. Much of the information entered here is used in the Form 5500 and Related Schedules Extract. TSM.Net will extract information for the following related schedules: Schedule H, Schedule I, and Schedule SSA. If the Fiduciary Sponsor information is blank, then the extracts will use the Plan Administrator fields instead.
How to Access the Name / Address Tab
1. On the Setup menu, point to Plans, and then click Plan. The Plan window displays.
2. Click the Name / Address tab.
The Plan – Name / Address tab displays:
How to Complete the Name / Address Parameters
1. Complete any of the optional fields on this page.
· Enter the name of the Plan Administrator (usually the sponsoring employer). Generally, the plan administrator and the fiduciary sponsor are the same.
· Enter the Tax Id of the plan administrator.
· Enter the name of the primary plan administrator Contact for the plan.
· Enter the Title of the primary contact.
· Enter the name of the Company.
· Enter the street Address of the plan administrator. Use the second address field to enter additional address information.
· Enter the City.
· Select the State from the list.
· Select the Country from the list. Defaults to United States.
· Enter the Zip code.
· Enter the Phone number.
· Enter the Fax number.
· Enter the name of the Alternate Contact for the plan.
· Enter the name of the entity or person having fiduciary responsibility for the plan (the Fiduciary Sponsor). Generally, the plan administrator and the fiduciary sponsor are the same.
· Enter the Tax Id of the plan sponsor.
· Enter the name of the primary fiduciary Contact for the plan.
· Enter the Title of the primary fiduciary contact.
· Enter the street Address of the fiduciary contact. Use the second address field to enter additional address information.
· Enter the City.
· Select the State from the list.
· Select the Country from the list.
· Enter the Zip code.
· Enter the Phone number.
· Enter the Fax number.
2. When you are done, click the 
icon.
|
Field Name |
Field Description |
Required / Optional |
|
Plan Administrator |
Enter the name of the plan administrator (usually the sponsoring employer). Generally, the plan administrator and the fiduciary sponsor are the same. |
Optional |
|
Tax Id |
Enter the Tax Id of the plan administrator. This is generally the employer identification number (EIN) of the company administering the plan. |
Optional |
|
Contact |
Enter the name of the primary plan administrator contact for the plan. For purposes of the Form 5500, enter the person signing the form as Plan Administrator. |
Optional |
|
Title |
Enter the title of the primary contact. |
Optional |
|
Company |
Enter the name of the company. |
Optional |
|
Address |
Enter the street address of the plan administrator. The second address field is used to enter additional address information. |
Optional |
|
City |
Enter the city. |
Optional |
|
State |
Select the state from the list. |
Optional |
|
Country |
Select the country from the list. Defaults to United States. |
Optional |
|
Zip |
Enter the zip code. |
Optional |
|
Phone |
Enter the phone number. |
Optional |
|
Fax |
Enter the fax number. |
Optional |
|
Alternate Contact |
Enter the name of the alternate contact for the plan. Alternatively, enter the email address for the primary contact. |
Optional |
|
Fiduciary Sponsor |
Enter the name of the entity or person having fiduciary responsibility for the plan. Generally, the plan administrator and the fiduciary sponsor are the same. |
Optional |
|
Tax ID |
Enter the Tax Id of the plan sponsor. This is the Employer Identification Number (EIN) of the company sponsoring the plan. |
Optional |
|
Contact |
Enter the name of the primary fiduciary contact for the plan. For purposes of the Form 5500, enter the person signing the form as Plan Sponsor. |
Optional |
|
Title |
Enter the title of the primary fiduciary contact. |
Optional |
|
Address |
Enter the street address of the fiduciary contact. The second address field is used to enter additional address information. |
Optional |
|
City |
Enter the city of the fiduciary contact. |
Optional |
|
State |
Select the state of the fiduciary contact from the list. |
Optional |
|
Country |
Select the country of the fiduciary contact from the list. |
Optional |
|
Zip |
Enter the zip code of the fiduciary contact. |
Optional |
|
Phone |
Enter the phone number of the fiduciary contact. |
Optional |
|
Fax |
Enter the fax number of the fiduciary contact. |
Optional |