ERISA requires welfare benefit plans to file a Form 5500 each year unless the plan qualifies for the small plan exemption, or another regulatory exemption.
➡ For a calendar year plan, the deadline for filing a Form 5500 is July 31st.
Where do I start?
What if I have a small welfare benefit plan?
What if I missed a filing?
Can I file a single Form 5500 for all of my benefits?
What if I need assistance with the preparation of a Form 5500 filing, or a bundled/wrap plan, or if I have questions?
As a leader in employee benefits law, Darcy Hitesman founded Hitesman & Wold in order to help public and private employers, insurers and third-party administrators nationwide stay informed and minimize the risk of non-compliance issues.
Hitesman & Wold provides a wealth of legal experience to their clients in the areas of ERISA, COBRA, HIPAA, Health Care Reform, welfare plans, cafeteria plans, HRAs, and VEBAs.