Seminar ID: 108920

Form 5500s

Form 5500s

Do you have a Form 5500 for each benefit you offer?

In the U.S. private sector employers provide for an estimated 2.3 million health plans. Form 5500 Annual Return/Report is the primary source of information about operation, funding, assets and investments of those employee benefit plans and is an essential compliance and research tool for the Department of Labor, the IRS and the PBGC. This white paper reviews what Form 5500 is and what it does.