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🔍 Organization Codes for Form 5500

Organization type codes for Form 5500, Schedule A, page 2, Line 2, Element (e):

⚠️ Where These Codes Are Used

Use these organization type codes for:

• Form 5500
• Schedule A
• Page 2
• Line 2, Element (e)

• 1 - Banking, Savings & Loan Association, Credit Union or other similar financial institutions.
• 2 - Trust Company
• 3 - Insurance Agent or Broker
• 4 - Agent or Broker other than insurance
• 5 - Third-party administrator
• 6 - Investment Company/Mutual Fund
• 7 - Investment Manager/Adviser
• 8 - Labor Union
• 9 - Foreign entity (e.g., an agent or broker, bank, insurance company, etc., not operating within the jurisdictional boundaries or the United States)
• 0 - Other

✅ Reference Materials

• 2012 Instructions for Form 5500
• Troubleshooter's Guide for Form 5500 and Form 5500-SF

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