Did you miss it? July 31 deadline for filing Form 5500 (calendar year plans)

The Department of Labor deadline for filing Form 5500 (Annual Return/Report of Employee Benefit Plan) is the last day of the month following the seventh month after the plan year ends. So, if your company’s group health plans end on December 31st, your due date is July 31, 2017.  Did you remember?

Group health plans: A company with group health plans (fully insured and self-insured) that cover 100 or more participants are required to file Form 5500. If fewer than 100 participants at the beginning of the plan year, the company is exempt from filing.  The filing of Form 5500 (and schedules) must be done electronically with the DOL through the ERISA Filing Acceptance System (EFAST2) or EFAST2-approved vendor software. Plan administrators are required to keep a copy on file and make a paper copy available to any participant, beneficiary or the DOL upon request. Read more.

Pension and Welfare Plans: All pension benefit plans and welfare benefit plans covered by ERISA must file a Form 5500 or Form 5500-SF for a plan year unless they are eligible for a filing exemption.  The forms report the plan’s financial condition, investments, and operations.  The Form 5500-SF, Short Form Annual Return/Report of Small Employee Benefit Plan, is a simplified annual reporting form for use by certain small pension and welfare benefit plans.  Read more.

Search here for Form 5500 and 5500-SF filings received by DOL’s EFAST2 system.

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