EBIA Announces New Form 5500 Workbook for Health & Welfare Plans
We’re pleased to announce EBIA’s newest offering—our Form 5500 Workbook for Health & Welfare Plans (2006 Plan Year). This new workbook will be ready to ship in April 2007.
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This full-sized, spiral bound workbook focuses exclusively on health & welfare plans and covers the 2006 Form 5500 requirements from A to Z, including:
- Which ERISA welfare plans are required to file Form 5500 (with detailed information on how to identify fringe benefits subject to ERISA and the Form 5500 requirement)
- Filing deadlines, Form 5500 filing formats, filing methods (including electronic filing), and other Form 5500 mechanics
- Line-by-line explanations of Form 5500 (for 2006 plan years) and the Schedules and attachments relevant for health & welfare plans (with detailed background on multiple-employer plan filings, ERISA plan assets, and prohibited transactions)
- How to correct Form 5500 mistakes (addressing amended Form 5500s and the DOL’s delinquent filer program)
- Summary annual reports (SARs) and Form 5500 recordkeeping
- And more!
Designed exclusively for health & welfare plans, our workbook cuts through all the inapplicable pension/retirement plan material in Form 5500 and lets you focus on what matters for your health & welfare plans!
We are now accepting orders for the first printing in April. Order online.
