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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

2012 Instructions for Form 5500

Troubleshooter's Guide for Form 5500 and Form 5500-SF

Tags: federal,form