Form 5500 Workbook for Health & Welfare Plans, 2007 Plan Year Edition
We’re pleased to announce EBIA’s newest offering—our Form 5500 Workbook for Health & Welfare Plans (2007 Plan Year). Like last year, the 2007 Plan Year edition continues to provide answers to all your Form 5500 questions, in an easy-to-use format.
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This full-sized, spiral bound workbook focuses exclusively on health & welfare plans and covers the 2007 Form 5500 requirements from A to Z, including:
- Which plans must file? The workbook helps you identify 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 mechanics. The workbook identifies filing deadlines, Form 5500 filing formats, filing methods, and other Form 5500 mechanics.
- Line-by-line explanations. Each line on the 2007 Form 5500, the Schedules, and attachments for relevant health & welfare plans is carefully explained. Background on multiple employer plan filings, ERISA plan assets, and prohibited transactions is included.
- Form 5500 mistakes! The workbook guides you in addressing mistakes, including amended Form 5500s and the Department of Labor’s delinquent filer program.
- SARs and recordkeeping. The workbook includes coverage of summary annual reports (SARs) and Form 5500 recordkeeping.
- And more!
New for this year: The Form 5500 Workbook for Health & Welfare Plans (2007 Plan Years) has been updated throughout to reflect the Form 5500 and Instructions for 2007 plan years. The latest edition also includes new information on the types of insurance reportable on Schedule C and on the nonexempt transactions reportable on Schedule H and I; new information on what plans are subject to ERISA and Form 5500; a new glossary of important terms; and updated information on mandatory electronic filing to be required for 2009 and later plan years!
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!
