Agencies Finalize Form 5500 Revisions for Multiple Employer Plan Reporting
ThomsonReuters
MAY 26, 2022
The new codes are: 2U for a MEP that is an Association Retirement Plan; 2V for a MEP that is a PEO plan; 2W for a MEP that is a PEP; and. 2X for a MEP that does not fall under any of the above MEP categories. Codes 2U, 2V, and 2X (but not 2W) have been added to the corresponding list for Form 5500-SF line 9.
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