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Complete ERISA Health and Welfare Form 5500 Compliance Simplified

Full-service solutions for insurance brokers and companies to ensure government reporting is hassle-free and accurate. Giving you peace of mind.

Stay in Compliance

Failure to maintain full compliance can result in significant penalties.

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Easy Process

We utilize our online tools to collect all necessary documents and accurately prepare Health and Welfare Form 5500’s

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Compliance Simplified

At Form 5500 Connect, Inc., we specialize in managing and executing the Health and Welfare Form 5500 filings. With our expert services, we ensure that insurance brokers and large companies can focus on their core business, leaving the intricacies of government reporting to us.

The IRS, Department of Labor, and Pension Benefit Guaranty Corporation developed the Form 5500-series returns for employee benefit plans to satisfy annual reporting requirements under ERISA and the Internal Revenue Code. Who Files? The employer maintaining the plan or the plan administrator of a Pension or Welfare benefit plan covered by ERISA.

Services Provided

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Comprehensive data Gathering +

We contact providers for you and acquire all the required information to complete your Health and Welfare Filing.

5500 Connect Portal +

Our user-friendly online portal offers a convenient way to monitor your filings at every stage of the process.

Complete the Form 5500 +

After gathering all relevant documents and data to complete required filings, the preparer provides a draft to the broker for review. Once the broker approves the draft it is then provided to the client for final approval before submitting it to the DOL.

Ongoing Compliance Monitoring and Support +

We provide ongoing support for client inquiries, monitor accounts for compliance, and automatically initiate the filing process each year to ensure seamless compliance.

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