Tag: Form 5500

  • 16 Jun

    Form 5500 Filing Requirements: Deadlines, Penalties, and Compliance Options

    Posted: June 16, 2025   

    If your company provides an employee benefit plan governed by the Employee Retirement Income Security Act (ERISA), you are likely obligated to file Form 5500. This annual report discloses key details about your organization’s benefit offerings, such as welfare benefit plans (including medical, dental, life, and disability coverage), retirement plans, fully insured plans, and self-funded […]

  • 10 Jun

    Form 5500: What You Need To Know

    Posted: June 10, 2024   

    Attention Employers: Don’t Miss Your Form 5500 Deadline! Here’s a simplified breakdown of what you need to know about filing your employee benefit plan report: Who Needs to File? Employers subject to ERISA (Employee Retirement Income Security Act) with employee benefit plans, unless exempt. What to File? Form 5500 (annual report) for each employee benefit […]


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