City of Manitowoc Flexible Benefits Plan Plan Year: January – December 2013Welfare Return Agreement • February 13th, 2014
This agreement constitutes the sole understanding of the parties concerning the filing of the IRS requirements for the 2013 Plan Year 5500 reporting. The responsibility of properly completing all IRS 5500 reporting requirements lies with the Employer. The only portion of the 5500 reporting that the Employer may rely on BMO Harris Bank N.A. (BMO Retirement Services) is the “Section 125‐Health FSA” portion of the 5500 Welfare Return.
