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 institution.
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
This information applies to all applicable years of the UltimateTax software. (Note: The 5500 form is not available in the UltimateTax software after 2019.)
